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Exact Online
Exact Online
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Exact Online
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New or Updated Account" from Exact Online.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
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Zapier seamlessly connects Exact Online and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Division
Required
Status
Name
Required
Code
Email address
Phone
Address Line 1
Address Line 2
Address Line 3
Postcode
City
State/Province/County (Code)
Country (Code)
Language (Code)
Chamber Of Commerce
VAT-Number
Sales VAT Code
Invoice Account (ID)
Shipping Method (ID)
Price List (ID)
Is Supplier
Enable Sales Payment Link
Lead Source (ID)
Payment Condition Sales (Code)
General Ledger Account Sales (ID)
Discount Sales
Search Code
Account Manager (ID)
Blocked
Remarks
Extra Fields
Show Address ID in Output
Info on Contact
Contact First Name
Contact Middle Name
Contact Last Name
Contact Email address
Contact Phone
Contact Mobile
Contact Notes
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Account (ID)
Required
Bank Account Holder Name
Description
Main
Blocked
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Bank Journal (Code)
Required
Bank General Ledger Account (Code)
Required
Description
Required
Currency (Code)
Entry Number
Opening Balance FC
Closing Balance FC
Date
Required
Counterparty General Ledger Account (Code)
Required
Account (Code)
Required
Description
Amount FC
Required
VAT (Code)
Cost Center (Code)
Cost Unit (Code)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Opening Balance FC
Closing Balance FC
Currency (Code)
Financial Period
Financial Year
Journal (Code)
Required
Account (ID)
Amount FC
Amount VAT FC
Asset (ID)
Cost Center
Cost Unit
Date
Description
General Ledger Account (ID)
Document (ID)
Exchange Rate
Our Ref
Project (ID)
Quantity
VAT (Code)
Extra remarks
Cash Entry Lines (JSON)
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Account (ID)
Required
First Name
Middle Name
Last Name
Email address
Phone
Mobile
Is Mailing Excluded
Notes
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Code
Required
Description
Required
End Date
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Account (ID)
Required
Bank Account (ID)
Required
Type
Payment Type
Description
Reference
Signature Date
Cancellation Date
Attachment
Attachment File Name
First Send
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Document (ID)
Required
File Name
Required
Attachment
Required
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Journal (Code)
Required
Currency (Code)
Entry Number
Exchange Rate
Financial Period
Financial Year
General Ledger Account (ID)
Account (ID)
Amount FC
Amount VAT FC
Asset (ID)
Cost Center (Code)
Cost Unit (Code)
Entry Date
Description
Document (ID)
Our Ref
Quantity
VAT (Code)
Project (ID)
Notes
General Journal Entry Lines (JSON)
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Delivery Date
Required
Description
Tracking Number
Shipping Method (ID)
Remarks
Sales Order Line (ID)
Description
Quantity Delivered
Tracking Number
Batch Number (ID)
Notes
Goods Delivery Lines (JSON)
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Name
Account (ID)
Contact (ID)
Owner (ID)
Reason (ID)
Lead Source (ID)
Project (ID)
Opportunity Stage (ID)
Campaign (ID)
Sales Type (ID)
Action Date
Next Action
Currency (Code)
Amount DC
Amount FC
Rate FC
Close Date
Probability
Notes
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Description
Required
Code
Required
Use Employee Cost Center and Cost Unit
Cost Center (Code)
Cost Unit (Code)
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Type
Required
Supplier (ID)
Required
Contact Person (ID)
Currency (Code)
Description
Document (ID)
Due Date
Exchange Rate
Financial Period
Financial Year
Invoice Date
Journal (Code)
Required
Payment Condition (Code)
Payment Reference
Warehouse (ID)
Your Ref
Remarks
Extra Fields
Amount
Cost Center (Code)
Cost Unit (Code)
Description
Discount
Expense
Item (ID)
Purchase Order Line (ID)
Net Price
Unit Price
Quantity
VAT (Code)
VAT Amount
Rebill
Project (ID)
Extra notes
Purchase Invoice Lines (JSON)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Purchase Entry (ID)
Required
General Ledger Account (ID)
Required
VAT (Code)
Cost Center (Code)
Cost Unit (Code)
Asset (ID)
Amount FC
Required
Quantity
From
To
Description
Notes
Project (ID)
Serial Number
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Quotation Number
Quotation Date
Due Date
Description
Your Ref
Order Account (ID)
Required
Order Account Contact (ID)
Invoice Account (ID)
Invoice Account Contact (ID)
Delivery Account (ID)
Delivery Account Contact (ID)
Delivery Address (ID)
Payment Condition (Code)
Warehouse (ID)
Selection Code (ID)
Opportunity (ID)
Currency (Code)
Remarks
Item (ID)
Quantity
Unit Price
Net Price
Unit (Code)
Description
Cost Center (Code)
Cost Unit (Code)
VAT (Code)
Quotation Lines (JSON)
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Sales Invoice (ID)
Required
Item (ID)
Required
Description
General Ledger Account (ID)
Quantity
Unit Price
Net Price
Unit (Code)
Delivery Date
VAT (Code)
Cost Center (Code)
Cost Unit (Code)
Notes
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account (ID)
Item (ID)
Project (ID)
Unit (Code)
Start Date
End Date
Currency (Code)
Price
Quantity
Number of Items per Unit
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Sales Order (ID)
Required
Cost Center (Code)
Cost Unit (Code)
Item (ID)
Required
Unit (Code)
Quantity
Unit Price
Net Price
Discount
VAT (Code)
Delivery Date
Description
Extra notes
Info on Goods Delivery
Delivery Date
Description
Tracking Number
Shipping Method (ID)
Remarks
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warehouse (ID)
Required
Stock Count Date
Required
Description
G/L Account (ID)
Item (ID)
Quantity New
Quantity Difference
Reason Code
Stock Count Lines (JSON)
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Task Type
Custom Task Type (ID)
Description
Action Date
Account (ID)
Contact (ID)
User (ID)
Opportunity (ID)
Project (ID)
Document (ID)
Employee (ID)
HID
Notes
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Description
Required
Part Of (ID)
Project (ID)
Required
Invoice Method
Auto Create Invoice Term
Block Entry
Budgeted Cost
Budgeted Hours
Budgeted Revenue
Budget Overrun Hours
Completed
Default Item (ID)
Default Item Is Mandatory
Start Date
End Date
Invoice Date
Invoice Separately
Release Invoice Term
Release Invoice Term Date
Sequence Number
Time Quantity To Alert
Notes
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Contact (ID)
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Sales Invoice Line (ID)
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Sales Order Line (ID)
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Subscription Line (ID)
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Download URL
Required
Include Base64 string in output
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
General Ledger Account (Code)
Required
Account (Code)
Required
Entry A (e.g. the invoice)
Entry A - Financial Year
Required
Entry A - Financial Period
Required
Entry A - Journal (Code)
Required
Entry A - Entry Number
Required
Entry A - Amount (DC)
Required
Entry B (e.g. the payment or credit note)
Entry B - Financial Year
Required
Entry B - Financial Period
Required
Entry B - Journal (Code)
Required
Entry B - Entry Number
Required
Entry B - Amount (DC)
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Quotation (ID)
Required
Document Layout (ID)
Extra Text
Quotation Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stock Count (ID)
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Quotation (ID)
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Sales Order (ID)
Required
Document Layout (ID)
Email Layout (ID)
Send Email To Customer
Sender Email Address
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Account (ID)
Required
Status
Code
Name
Address Line 1
Address Line 2
Address Line 3
Postcode
City
State/Province/County (Code)
Country (Code)
Language (Code)
Chamber Of Commerce
VAT-Number
Email address
Phone
Sales VAT Code
Shipping Method (ID)
Price List (ID)
Is Supplier
Enable Sales Payment Link
Lead Source (ID)
Blocked
Payment Condition Sales (Code)
General Ledger Account Sales (ID)
Discount Sales
Search Code
AccountManager (ID)
Remarks
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Bank Account (ID)
Required
Account (ID)
Description
Bank Account Holder Name
Blocked
Main
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Cost Center (ID)
Required
Description
End Date
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Custom Fields URL
Required
Show Custom Fields
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Goods Delivery (ID)
Required
Tracking Number
Remarks
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Opportunity (ID)
Required
Name
Account (ID)
Contact (ID)
Owner (ID)
Lead Source (ID)
Reason (ID)
Project (ID)
Campaign (ID)
Opportunity Stage (ID)
Sales Type (ID)
Action Date
Next Action
Close Date
Amount DC
Amount FC
Rate FC
Currency (Code)
Probability
Notes
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Project (ID)
Required
Type
Description
Code
Budget Type (ID)
Account (ID)
Account Contact (ID)
Payment Condition (Code)
Classification (ID)
Start Date
End Date
Sales Time Quantity
Fixed Price Item (ID)
Notes
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Purchase Invoice (ID)
Required
Type
Contact Person (ID)
Currency (Code)
Description
Document (ID)
Due Date
Exchange Rate
Invoice Date
Journal (Code)
Payment Condition (Code)
Payment Reference
Your Ref
Remarks
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Purchase Order Line (ID)
Required
Item (ID)
Cost Center (Code)
Cost Unit (Code)
Description
Unit Price
Net Price
Discount
Project (ID)
Receipt Date
Rebill
VAT (Code)
Notes
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Sales Invoice (ID)
Required
Description
Your Ref
Payment Condition
Due Date
Remarks
Deliver To Contact Person (ID)
Deliver To Address (ID)
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Sales Entry (ID)
Batch Number
Currency
Customer (ID)
Description
Document (ID)
Due Date
Entry Date
Entry Number
External Link Reference
G Account Amount FC
Invoice Number
Is Extra Duty
Journal (Code)
Order Number
Payment Condition
Payment Reference
Process Number
Rate
Reporting Period
Reporting Year
Reversal
Your Ref
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Sales Order (ID)
Required
Order Number
Order Date
Description
Payment Reference
Your Ref
Currency (Code)
Ordered By Contact Person (ID)
Deliver To (read-only — for scoping)
Deliver To Contact Person (ID)
Delivery Address (ID)
Warehouse (ID)
Selection Code (ID)
Payment Condition (Code)
Delivery Date
Remarks
Document (ID)
Info on Custom Fields
Show Custom Fields
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Subscription (ID)
Required
Description
End Date
Cancellation Date
Invoice Day
Payment Condition (Code)
Customer PO Number
Notes
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Match Mode
Account (ID)
Name
Code
Email address
Phone
Postcode
Chamber Of Commerce
VAT Number
Is Sales
Is Supplier
Search Code
Legacy Mode
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Name
Name (Partial Match)
Account (ID)
Email address
Phone Number
Chamber Of Commerce
Code
VAT Number
Is Sales
Is Supplier
Skip Token
Load All Results
Action
This is an event a Zap performs.
Search
Find existing data in your app
Match Mode
Address (ID)
Account (ID)
Contact (ID)
Address Line 1
Action
This is an event a Zap performs.
Search
Find existing data in your app
Account (ID)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Age Group
Action
This is an event a Zap performs.
Search
Find existing data in your app
Match Mode
Duplicate Handling
Asset (ID)
Code
Description
Asset Group (ID)
Status
Skip Token
Load All Results
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Bank Entry (ID)
Entry Number
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Created
Info on timeframe
Created (From)
Created (Until)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Match Mode
Account (ID)
Contact (ID)
First Name
Last Name
Email address (Exact Match)
Email address (Partial Match)
Is Main Contact
Action
This is an event a Zap performs.
Search
Find existing data in your app
Match Mode
Cost Unit (ID)
Code
Modified After
Action
This is an event a Zap performs.
Search
Find existing data in your app
Status
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Match Mode
Source Currency
Target Currency
Start Date From
Start Date To
Skip Token
Load All Results
Action
This is an event a Zap performs.
Search
Find existing data in your app
Match Mode
Entry (ID)
Entry Number
Journal (Code)
Financial Year
Financial Period
General Ledger Account (ID)
Date From
Date To
Skip Token
Load All Results
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Goods Delivery (ID)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Goods Delivery (ID)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Duplicate Handling
Item (ID)
Code
Barcode
Description
Note
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Item (ID)
Warehouse (ID)
Storage Location (ID)
Skip Token
Load All Results
Action
This is an event a Zap performs.
Search
Find existing data in your app
Journal (Code)
Financial Year
Financial Period
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Account (ID)
Contact (ID)
First Name
Last Name
Email address (Exact Match)
Email address (Partial Match)
Is Main Contact
Skip Token
Load All Results
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Quotation (ID)
Quotation Number
Status
Quotation Date From
Quotation Date Until
Skip Token
Load All Results
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Sales Invoice (ID)
Ordered By (ID)
Invoice Number
Description (Header)
Payment Reference
Order Number
Your Ref
Status
Skip Token
Load All Results
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Outstanding Invoices Overview
Finds the outstanding invoices overview: one read-only summary row per currency with the outstanding and overdue payable/receivable invoice amounts and counts. Multiple result rows mean the administration has outstanding items in multiple currencies.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Match Mode
Duplicate Handling
Payment (ID)
Account (ID)
End Date
Invoice Number
Status
Skip Token
Load All Results
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Project (ID)
Code
Type
Account (ID)
Created
Skip Token
Load All Results
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Project Classification (ID)
Code
Description
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Purchase Invoice (ID)
Supplier (ID)
Entry Number
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Purchase Order (ID)
Order Number
Order Status
Receipt Status
Supplier (ID)
Info on Receipt Date
Receipt Date (from)
Receipt Date (to)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Order Number
Purchase Order (ID)
How "Credited" is determined
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Quotation (ID)
Quotation Line (ID)
Item (ID)
Version Number
Action
This is an event a Zap performs.
Search
Find existing data in your app
Account (ID)
Age Group
Action
This is an event a Zap performs.
Search
Find existing data in your app
Year
Entry Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Sales Order Line (ID)
Item (ID)
Order Status
Delivery Status
Include Stock Data per Line
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Sales Invoice (ID)
Ordered By (Account ID)
Invoice Number
Description
Payment Reference
Order Number
Status
Your Ref
Info on Created range
Created (from)
Created (to)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Sales Order (ID)
Order Number
Ordered By (Account ID)
Status
Delivery Status
Expand Account Details
Include Stock Data per Line
Order Date Filter
Order Date (From)
Order Date (Before)
Warehouse (ID)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Sales Price List Volume Discounts (ID)
Price List (Code)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Item (ID)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Year
Period
Type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Match Mode
VAT Code (ID)
Code
Description
Type
Skip Token
Load All Results
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Warehouse Transfer (ID)
Transfer Number
Description
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Timestamp
Required
Line Type
Approval Status
Output Fields
Action
This is an event a Zap performs.
Search
Find existing data in your app
Match Mode
Address (ID)
Account (ID)
Required
Contact (ID)
Address Line 1
Division
Required
Type
Address Line 1
Address Line 2
Address Line 3
Postcode
City
State/Province/County (Code)
Country (Code)
Main
Notes
Extra Fields
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Match Mode
Account (ID)
Required
Contact (ID)
First Name
Last Name
Email address (Exact Match)
Email address (Partial Match)
Is Main Contact
Division
Required
First Name
Middle Name
Last Name
Email address
Phone
Mobile
Is Mailing Excluded
Notes
Extra Fields
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Match Mode
Cost Unit (ID)
Code
Modified After
Division
Required
Code
Required
Description
Required
End Date
Extra Fields
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Division
Required
Goods Receipt (ID)
Receipt Date
Required
Description
Remarks
Your Ref
Document (ID)
Description
Notes
Quantity Received
Purchase Order Line (ID)
Location (ID)
Batch Number (ID)
Goods Receipt Lines (JSON)
Extra Fields
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Division
Required
Match Mode
Project (ID)
Code
Type
Account (ID)
Created
Skip Token
Load All Results
Type
Required
Description
Required
Code
Budget Type (ID)
Account (ID)
Account Contact (ID)
Payment Condition (Code)
Classification (ID)
Start Date
End Date
Sales Time Quantity
Fixed Price Item (ID)
Notes
Extra Fields
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Match Mode
Purchase Entry (ID)
Invoice Number
Description
Payment Reference
Reporting Year
Your Ref
Status
Load All Results
CopyLooping
Skip Token
Division
Required
Journal (Code)
Required
Supplier (ID)
Required
Description
Document (ID)
Currency (Code)
Entry Number
Due Date
Entry Date
Invoice Number
Payment Reference
Payment Condition (Code)
Order Number
Reversal
Your Ref
Reporting Period
Reporting Year
General Ledger Account (ID)
Amount FC
VAT (Code)
Quantity
From
To
Cost Center (Code)
Cost Unit (Code)
Description
Project (ID)
Serial Number
Asset (ID)
Notes
VAT Amount FC
Purchase Entry Lines (JSON)
Extra Fields
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Division
Required
Match Mode
Quotation (ID)
Quotation Number
Description
Created From
Quotation Number
Quotation Date
Due Date
Description
Your Ref
Order Account (ID)
Required
Order Account Contact (ID)
Invoice Account (ID)
Invoice Account Contact (ID)
Delivery Account (ID)
Delivery Account Contact (ID)
Delivery Address (ID)
Payment Condition (Code)
Warehouse (ID)
Selection Code (ID)
Opportunity (ID)
Currency (Code)
Remarks
Item (ID)
Quantity
Unit Price
Net Price
Unit (Code)
Description
Cost Center (Code)
Cost Unit (Code)
VAT (Code)
Quotation Lines (JSON)
Extra Fields
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Division
Required
Match Mode
Sales Order Line (ID)
Item (ID)
Required
Order Status
Delivery Status
Include Stock Data per Line
Sales Order (ID)
Required
Cost Center (Code)
Cost Unit (Code)
Unit (Code)
Quantity
Unit Price
Net Price
Discount
VAT (Code)
Delivery Date
Description
Extra notes
Info on Goods Delivery
Delivery Date
Description
Tracking Number
Shipping Method (ID)
Remarks
Extra Fields
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Division
Required
Match Mode
Sales Order (ID)
Order Number
Ordered By (ID)
Required
Status
Delivery Status
Expand Account Details
Include Stock Data per Line
Order Date Filter
Order Date (From)
Order Date (Before)
Warehouse (ID)
Order Number
Order Date
Description
Payment Reference
Shipping Method (ID)
Your Ref
Currency (Code)
Ordered By Contact Person (ID)
Invoice To (ID)
Invoice To Contact Person (ID)
Deliver To (ID)
Deliver To Contact Person (ID)
Delivery Address (ID)
Warehouse (ID)
Salesperson (ID)
Selection Code (ID)
Payment Condition (Code)
Delivery Date
Remarks
Extra Fields
Info on Custom Fields
Show Custom Fields
Item (ID)
Description
Quantity
Cost Center
Cost Unit
Unit Price
Net Price
Unit (Code)
Discount
VAT (Code)
Delivery Date
Extra notes
Pricelist
Sales Order Lines (JSON)
Full details in output
Info on Goods Delivery
Delivery Date
Description
Tracking Number
Shipping Method (ID)
Remarks
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Division
Required
Match Mode
Warehouse Transfer (ID)
Transfer Number
Description
Status
Entry Date
Required
Planned Delivery Date
Planned Receipt Date
Description
Extra Remarks
Warehouse From (ID)
Required
Warehouse To (ID)
Extra Fields
Item (ID)
Quantity
Description
Storage Location From (ID)
Storage Location To (ID)
Warehouse Transfer Lines (JSON)
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Exact Online and Salesforce with AI agents and code
Beyond Zap workflows. Call Exact Online and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Exact Online and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Accept Quotation
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Exact Online and Salesforce
Update Salesforce records from Exact Online invoices
When a new or updated sales invoice is recorded in Exact Online, Zapier updates the relevant Salesforce record to reflect the financial status. This ensures accurate and current information, allowing support teams to address customer inquiries more effectively.
Keep your customer data consistent across platforms. When a new contact is created in Salesforce, Zapier automatically adds the same contact to Exact Online, eliminating data discrepancies and improving operational accuracy.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Exact Online to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Exact Online + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Exact Online and Salesforce
What are the common triggers for integrating Exact Online with Salesforce?
When integrating Exact Online with Salesforce, common triggers include new invoice entries, customer updates, and sales order confirmations. Our integration ensures that these activities in Exact Online can initiate corresponding actions in Salesforce, like updating or creating new records.
How do I handle data synchronization between Exact Online and Salesforce?
We ensure data synchronization by setting up workflows that trigger updates in one system whenever changes occur in the other. For instance, when a new invoice is added in Exact Online, the integration can automatically update the accounting details for a related opportunity or account in Salesforce.
Can I use custom fields from Exact Online in Salesforce integrations?
Absolutely. You can map custom fields from Exact Online to corresponding fields in Salesforce during the setup process. This mapping allows you to tailor the integration to fit your specific business processes and ensure all necessary information is synchronized across platforms.
What are some typical actions that can be automated using this integration?
Once integrated, typical automated actions include creating or updating invoices and accounts in Salesforce based on information from Exact Online, sending notifications for outstanding payments, and updating sales orders statuses.
How secure is the data transfer between these two systems?
We utilize industry-standard security protocols to ensure data transferred between Exact Online and Salesforce remains secure. Data encryption and secure authentication methods protect sensitive financial information during every step of the integration process.
Is it possible to trigger a workflow based on changes made within Salesforce that affect Exact Online?
Yes, it's possible. You can set triggers within Salesforce that prompt updates or actions within Exact Online. For example, closing a deal in Salesforce might trigger an invoice creation workflow in Exact Online.
Are there any limitations I should be aware of when setting up this integration?
Limitations may include API rate limits set by either platform which could affect how often data syncs occur. It's important to review these limits during setup to optimize workflow timing accordingly.
About Exact Online
Exact Online is a cloud-based accounting and ERP software tailored for SMEs, offering financial management, invoicing, and inventory tracking.
