Exact Online + Trello
Create cards in Trello for new or updated items in Exact Online
Keep your Trello board up-to-date and organized with this workflow. When you add or make changes to items in Exact Online, it provides instant updates by creating a card in Trello. This streamlines your process and ensures you always have the latest information at your fingertips.
Keep your Trello board up-to-date and organized with this workflow. When you add or make changes to items in Exact Online, it provides instant updates by creating a card in Trello. This streamlines your process and ensures you always have the latest information at your fingertips.
- When this happens...
New or Updated ItemTriggers when an item is created or updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create CardAdds a new card on a specific board and list.
ActionWriteCreate a new record or update an existing record in your app.
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DivisionRequired
Receive Updates on Deleted Accounts
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Receive Updates on Deleted Bank Entries
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Expand Batch Numbers
Expand Serial Numbers
Receive Updates on Deleted Goods Deliveries
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Output ID only
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Receive Updates on Deleted Opportunities
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Receive Updates on Deleted Purchase Entries
Include Purchase Order Credit Lines
Info on Event Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Expand Account Details
Receive Updates on Deleted Quotations
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Expand Account Details
Expand Contact Details
Receive Updates on Deleted Sales Invoices
Event Type Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Receive Updates on Deleted Subscriptions
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
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)Required
Amount FCRequired
VAT (Code)
Quantity
From
To
Cost Center (Code)
Cost Unit (Code)
Description
Project (ID)
Serial Number
Asset (ID)
Notes
VAT Amount FC
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Status
NameRequired
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 Sales
Is Supplier
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create Bank Account
Creates a Bank Account in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Bank Journal (Code)Required
Bank General Ledger Account (Code)Required
DescriptionRequired
Currency (Code)
Entry Number
Opening Balance FC
Closing Balance FC
DateRequired
Counterparty General Ledger Account (Code)Required
Account (Code)Required
Description
Amount FCRequired
VAT (Code)
Cost Center (Code)
Cost Unit (Code)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Opening Balance FC
Closing Balance FC
Currency (Code)
Financial Period
Financial Year
Journal (Code)Required
Account (ID)
Amount FCRequired
Amount VAT FC
Asset (ID)
Cost Center
Cost Unit
Date
Description
General Ledger Account (ID)Required
Document (ID)
Exchange Rate
Our Ref
Project (ID)
Quantity
VAT (Code)
Extra remarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Account (ID)Required
First Name
Middle Name
Last Name
Email address
Phone
Mobile
Is Mailing Excluded
Notes
Extra Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
CodeRequired
DescriptionRequired
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Direct Debit Mandate
Creates a Direct Debit Mandate in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Document (ID)Required
File NameRequired
AttachmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Journal (Code)Required
Currency (Code)
Entry Number
Exchange Rate
Financial Period
Financial Year
General Ledger Account (ID)Required
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Delivery DateRequired
Description
Tracking Number
Shipping Method (ID)
Remarks
Sales Order Line (ID)Required
Description
Quantity DeliveredRequired
Tracking Number
Batch Number (ID)
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
DescriptionRequired
CodeRequired
Use Employee Cost Center and Cost Unit
Cost Center (Code)
Cost Unit (Code)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
TypeRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Purchase Order
Creates a Purchase Order in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Type
Description
Order Number
Order Date
Payment Reference
Your Ref
Currency (Code)
JournalRequired
Ordered ByRequired
Ordered By Contact Person
Invoice To
Invoice To Contact Person
Deliver To
Deliver To Contact Person
Deliver To Address
Warehouse
Payment Condition
Document (ID)
Remarks
Extra Fields
ItemRequired
Description
Quantity
Unit Price
Net Price
Cost Center
Cost Unit
General Ledger Account
Unit (Code)
VAT (Code)
Delivery Date
Start Time
End Time
Extra notes
Project
VAT Amount FC
Print Sales Invoice
Document Layout
Email Layout
Send Email To Customer
Sender Email Address
Invoice Date
Reporting Period
Reporting Year
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Journal (Code)Required
Customer (ID)Required
Description
Batch Number
Currency (Code)
Document (ID)
Due Date
Entry Date
Entry Number
External Link Reference
G Account Amount FC
Invoice Number
Is Extra Duty
Order Number
Payment Condition (Code)
Payment Reference
Process Number
Rate
Reporting Period
Reporting Year
Reversal
Your Ref
Amount FCRequired
General Ledger Account (ID)Required
Description
Project (ID)
Quantity
Serial Number
Asset (ID)
VAT (Code)
From
To
Cost Center (Code)
Cost Unit (Code)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Order Number
Order Date
Description
Payment Reference
Shipping Method
Your Ref
Currency (Code)
Ordered By (ID)Required
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)
Delivery Date
Remarks
Extra Fields
Info on Custom Fields
Show Custom Fields
Item (ID)Required
Description
Quantity
Cost Center
Cost Unit
Unit Price
Unit (Code)
Discount
Delivery Date
Extra notes
Full details in output
Info on Goods Delivery
Delivery Date
Description
Tracking Number
Shipping Method
Remarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Subscription Type (ID)Required
DescriptionRequired
Ordered ByRequired
Ordered By Contact Person (ID)
Invoice To (ID)
Invoice To Contact Person (ID)
Currency (Code)
Invoice Day
Start Date
End Date
Invoicing Start Date
Notes
Line Type (ID)
Description
Item (ID)Required
Quantity
Unit Price
Net Price
From Date
To Date
VAT (Code)
Unit (Code)
Cost Center (Code)
Cost Unit (Code)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
DescriptionRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Contact (ID)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Sales Invoice Line (ID)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete Sales Order Line
Deletes a Sales Order Line in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Subscription Line (ID)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Download URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
DescriptionRequired
CodeRequired
Barcode
Unit (Code)
Cost Price Standard
Cost Price Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Invoice (ID)Required
Document Layout
Email Layout
Send Email To Customer
Sender Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Address
Updates an Address in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Updates a Contact in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Cost Unit (ID)Required
Description
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Purchase Entry
Updates a Purchase Entry in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Sales Entry
Updates a Sales Entry in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Sales Order (ID)Required
Order Number
Order Date
Description
Payment Reference
Your Ref
Currency (Code)
Ordered By Contact Person
Deliver To Contact Person
Delivery Address
Warehouse (ID)
Delivery Date
Info on Custom Fields
Show Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Account (ID)
Name
Code
Email address
Phone
Chamber Of Commerce
VAT Number
Is Sales
Is Supplier
Search Code
Legacy Mode
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
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
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Address
Finds an address in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Bank Account
Finds a Bank Account in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Status
Created
Info on timeframe
Created (From)
Created (Until)
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Contact
Finds a Contact in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Cost Unit
Finds a Cost Unit in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Document (ID)
Sales Invoice Number
Subject
Document Type
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Goods Delivery (ID)
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Goods Receipt (ID)
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Item Group (ID)
Code
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Account (ID)
Contact (ID)
First Name
Last Name
Email address (Exact Match)
Email address (Partial Match)
Is Main Contact
Skip Token
Load All Results
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Quotation (ID)
Quotation Number
Status
Quotation Date From
Quotation Date Until
Skip Token
Load All Results
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Sales Invoice (ID)
Ordered By (ID)
Invoice Number
Description (Header)
Payment Reference
Order Number
Your Ref
Status
Skip Token
Load All Results
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Payment
Finds a Payment in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Project Time Transaction (ID)
Account (ID)
Project (ID)
Entry Number
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Purchase Entry
Finds a Purchase Entry in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Purchase Entry Line (ID)
Description
Info on Looping
Load All Results
Skip Token
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Quotation (ID)
Quotation Number
Description
Created From
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Sales Entry
Finds a Sales Entry in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Sales Price List (ID)
Code
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Sales Item Price (ID)
Account (ID)
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Account (ID)
Price List (ID)
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Item (ID)
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Transaction Line (ID)
Description
General Ledger Account (ID)
Cost Center (Code)
Cost Unit (Code)
Financial Period
Financial Year
Transaction Type
Load All Results
Info on Skip Token
Skip Token
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Financial Year
Financial Period
Info on Timerange
Entry Date (From)
Entry Date (Until)
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Account (ID)Required
Contact (ID)
Type
Address Line 1
Address Line 2
Address Line 3
Postcode
City
State/Province/County (Code)
Country (Code)
Main
Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Account (ID)Required
First Name
Middle Name
Last Name
Email address
Phone
Mobile
Is Mailing Excluded
Notes
Extra Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
CodeRequired
DescriptionRequired
End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Goods Receipt (ID)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Project (ID)
Code
Type
Account (ID)
Created
TypeRequired
DescriptionRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
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)Required
Amount FCRequired
VAT (Code)
Quantity
From
To
Cost Center (Code)
Cost Unit (Code)
Description
Project (ID)
Serial Number
Asset (ID)
Notes
VAT Amount FC
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Quotation (ID)
Quotation Number
Description
Created From
Quotation Date
Due Date
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)
Opportunity (ID)
Currency (Code)
Remarks
Item (ID)Required
Quantity
Unit Price
Net Price
Unit (Code)
Description
Cost Center (Code)
Cost Unit (Code)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Sales Order (ID)Required
Cost Center (Code)
Cost Unit (Code)
Item (ID)Required
Unit (Code)
Quantity
Unit Price
Discount
Delivery Date
Description
Extra notes
Info on Goods Delivery
Delivery Date
Description
Tracking Number
Shipping Method
Remarks
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Sales Order (ID)
Order Number
Ordered By (ID)Required
Expand Account Details
Order Date Filter
Order Date (From)
Order Date (Before)
Order Date
Description
Payment Reference
Shipping Method
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)
Delivery Date
Remarks
Extra Fields
Info on Custom Fields
Show Custom Fields
Item (ID)Required
Description
Quantity
Cost Center
Cost Unit
Unit Price
Unit (Code)
Discount
Delivery Date
Extra notes
Full details in output
Info on Goods Delivery
Delivery Date
Description
Tracking Number
Shipping Method
Remarks
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Warehouse Transfer (ID)
Transfer Number
Description
Status
Entry DateRequired
Planned Delivery Date
Planned Receipt Date
Description
Extra Remarks
Warehouse From (ID)Required
Warehouse To (ID)
Extra Fields
Item (ID)Required
Quantity
Description
Storage Location From (ID)
Storage Location To (ID)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoard ID
List ID
Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Member IDRequired
Membership TypeRequired
Allow Billable Guest
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Label IDRequired
List ID
Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Member ID(s)Required
List ID
Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
List IDRequired
NameRequired
Description
Label ID
Custom Labels
Card Position
Member ID(s)
Start Date
Due Date
File Attachments
URL Attachments
Checklist Name
Checklist Items
Cover Info
Card Color
Brightness
URL
Size
Location Info
Coordinates
Address
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
List ID
Card IDRequired
Checklist IDRequired
Checklist Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card ID
Checklist IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List ID
Card ID
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List ID
Card IDRequired
Checklist IDRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLabel IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
Board
List Name
Keyword
Member
Label
Due Date Filter
Has Filter
Only Starred Boards
Open Cards Only
Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoard IDRequired
List ID
Card IDRequired
SearchRequired
Checklist NameRequired
Checklist to Copy ID
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
DivisionRequired
Receive Updates on Deleted Bank Accounts
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Receive Updates on Deleted Contacts
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Receive Updates on Deleted Items
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Output ID only
Info on New and Updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Receive Updates on Deleted Project Time Transactions
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Receive Updates on Deleted Purchase Orders
Info on Event Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Receive Updates on Deleted Sales Entries
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Expand Account Details
Receive Updates on Deleted Sales Orders
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Receive Updates on Deleted General Ledger Accounts
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Quotation (ID)Required
Notification Layout
Reason Code (ID)
Action
Opportunity Stage (ID)
Your Ref
Info on Project Fields
Project Code
Project Description
Project Type
Project Budget Type
Create Project Item Price Agreement
Project Price Agreement
Create project WBS
Project Classification (ID)
Project (ID)
Project Invoicing Action
Project Invoice Date
Project Prepaid Type
Project WBS Part Of (ID)
Update Project Budget And Price Agreement
Info on Subscription Fields
Subscription Type (ID)
Subscription Description
Subscription Start Date
Info on Sales Invoice Fields
Invoice Journal (Code)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Status
Entry DateRequired
Planned Delivery Date
Planned Receipt Date
Description
Extra Remarks
Warehouse From (ID)Required
Warehouse To (ID)
Extra Fields
Item (ID)Required
Quantity
Description
Storage Location From (ID)
Storage Location To (ID)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Account (ID)Required
Contact (ID)
Type
Address Line 1
Address Line 2
Address Line 3
Postcode
City
State/Province/County (Code)
Country (Code)
Main
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Opening Balance FC
Closing Balance FC
Entry Number
Currency (Code)
Financial Period
Financial Year
Journal (Code)Required
Account (ID)
Amount FCRequired
Amount VAT FC
Asset (ID)
Cost Center (Code)
Cost Unit (Code)
Entry Date
Description
Document (ID)
Exchange Rate
General Ledger Account (ID)Required
Our Ref
Project (ID)
Quantity
VAT (Code)
VAT Percentage
VAT Type
Extra remarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Item Version (ID)Required
Part Item (ID)Required
Type
Backflush
Calculator Type
Cost Center (Code)
Cost Unit (Code)
Description
Detail Drawing
Net Weight
Quantity
Routing Step (ID)
Waste Percentage
Notes
Extra Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Subject
Notes
Date
Account (ID)
Contact (ID)
Opportunity (ID)
Document (ID)
Campaign (ID)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
CodeRequired
DescriptionRequired
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Invoice (ID)
Invoice Number
Print Sales Invoice
Document Layout (ID)
Email Layout (ID)
Send Email To Customer
Sender Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
SubjectRequired
Document TypeRequired
Document Folder
Document Category
Account (ID)
Contact (ID)
Item (ID)
Info on Document Attachment
File Name
Attachment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
CodeRequired
DescriptionRequired
Type
Allow Costs In Sales
Balance Side
Balance Type
Cost Center (Code)
Cost Unit (Code)
Search Code
VAT (Code)
Extra Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Goods Receipt
Creates a Goods Receipt in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Create ModeRequired
Invoice ModeRequired
Journal (Code)Required
Delivery Number
Start Date
End Date
Sales Order (ID)Required
Full details in output
Details on Print Sales Invoice
Print Sales Invoice
Document Layout (ID)
Email Layout (ID)
Send Email To Customer
Sender Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
TypeRequired
DescriptionRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Project Time Transaction
Creates a Project Time Transaction in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Purchase Entry Line
Creates a Purchase Entry Line in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
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)
Opportunity (ID)
Currency (Code)
Remarks
Item (ID)Required
Quantity
Unit Price
Net Price
Unit (Code)
Description
Cost Center (Code)
Cost Unit (Code)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Sales Item Price
Creates a Sales Item Price in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Sales Order (ID)Required
Cost Center (Code)
Cost Unit (Code)
Item (ID)Required
Unit (Code)
Quantity
Unit Price
Discount
Delivery Date
Description
Extra notes
Info on Goods Delivery
Delivery Date
Description
Tracking Number
Shipping Method
Remarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Account (ID)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Sales Invoice (ID)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Sales Order (ID)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Subscription (ID)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
WebhookRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Item (ID)Required
Unit (ID)Required
Supplier (ID)Required
Purchase Unit (Code)Required
Main Supplier
Notes
Extra Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Sales Order (ID)Required
Document Layout (ID)
Email Layout (ID)
Send Email To Customer
Sender Email Address
Extra Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
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 Sales
Is Supplier
Lead Source (ID)
Payment Condition Sales (Code)
General Ledger Account Sales (ID)
Discount Sales
Search Code
AccountManager (ID)
Remarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Bank Account (ID)Required
Account (ID)
Description
Bank Account Holder Name
Blocked
Main
Extra Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Cost Center (ID)Required
Description
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Fields URLRequired
Show Custom FieldsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Purchase Order
Updates a Purchase Order in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Sales Order Line
Updates a Sales Order Line in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Sales Entry Line (ID)Required
Amount FC
Quantity
VAT (Code)
Description
Notes
Extra Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Profit Loss Overview
Finds the Profit Loss Overview in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Account Classification (ID)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
User (ID)
Full Name (Exact Match)
Full Name (Partial Match)
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
TimestampRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Bank Entry (ID)
Entry Number
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Created
Info on timeframe
Created (From)
Created (Until)
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Cost Center
Finds a Cost Center in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appStatusRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind General Ledger Account(s)
Finds one or multiple General Ledger Accounts in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Goods Receipt Line (ID)
Purchase Order (ID)
Purchase Order Number
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Item (ID)
Code
Barcode
Description
Note
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Mail Message (ID)
Output FieldsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Item (ID)
Code
Barcode
Output Fields
Skip Token
Load All Results
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Sales Invoice (ID)
Description (Line)
Skip Token
Load All Results
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Opportunity
Finds an Opportunity in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Project (ID)
Code
Type
Account (ID)
Created
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Project Classification (ID)
Code
Description
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Purchase Invoice (ID)
Supplier (ID)
Entry Number
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Purchase Order
Finds a Purchase Order in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Receivable (ID)
Account (ID)
End Date
Invoice Number
Status
Modified Since
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Sales Order Line
Finds a Sales Order Line in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Sales Invoice
Finds a Sales Invoice in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Sales Order (ID)
Order Number
Ordered By (Account ID)
Expand Account Details
Order Date Filter
Order Date (From)
Order Date (Before)
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Sales Price List Volume Discounts (ID)
Price List (Code)
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Subscription
Finds a Subscription in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Warehouse Transfer (ID)
Transfer Number
Description
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Account (ID)
Name
Code
Email address
Phone
Chamber Of Commerce
VAT Number
Is Sales
Is Supplier
Search Code
Legacy Mode
Status
NameRequired
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 Sales
Is Supplier
Lead Source (ID)
Payment Condition Sales (Code)
General Ledger Account Sales (ID)
Discount Sales
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Bank Account
Finds a Bank Account in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
CodeRequired
DescriptionRequired
End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Goods Delivery (ID)
Delivery DateRequired
Description
Tracking Number
Shipping Method (ID)
Remarks
Sales Order Line (ID)Required
Description
Quantity DeliveredRequired
Tracking Number
Batch Number (ID)
Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Item (ID)
Code
Barcode
Description
Note
DescriptionRequired
CodeRequired
Barcode
Unit (Code)
Cost Price Standard
Cost Price Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Project Classification (ID)
Code
Description
DescriptionRequired
CodeRequired
Use Employee Cost Center and Cost Unit
Cost Center (Code)
Cost Unit (Code)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Purchase Invoice (ID)
Supplier (ID)Required
Entry Number
TypeRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Journal (Code)Required
Customer (ID)Required
Description
Batch Number
Currency (Code)
Document (ID)
Due Date
Entry Date
Entry Number
External Link Reference
G Account Amount FC
Invoice Number
Is Extra Duty
Order Number
Payment Condition (Code)
Payment Reference
Process Number
Rate
Reporting Period
Reporting Year
Reversal
Your Ref
Amount FCRequired
General Ledger Account (ID)Required
Description
Project (ID)
Quantity
Serial Number
Asset (ID)
VAT (Code)
From
To
Cost Center (Code)
Cost Unit (Code)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Type
Description
Order Number
Order Date
Payment Reference
Your Ref
Currency (Code)
JournalRequired
Ordered ByRequired
Ordered By Contact Person
Invoice To
Invoice To Contact Person
Deliver To
Deliver To Contact Person
Deliver To Address
Warehouse
Payment Condition
Document (ID)
Remarks
Extra Fields
ItemRequired
Description
Quantity
Unit Price
Net Price
Cost Center
Cost Unit
General Ledger Account
Unit (Code)
VAT (Code)
Delivery Date
Start Time
End Time
Extra notes
Project
VAT Amount FC
Print Sales Invoice
Document Layout
Email Layout
Send Email To Customer
Sender Email Address
Invoice Date
Reporting Period
Reporting Year
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Subscription Type (ID)Required
DescriptionRequired
Ordered ByRequired
Ordered By Contact Person (ID)
Invoice To (ID)
Invoice To Contact Person (ID)
Currency (Code)
Invoice Day
Start Date
End Date
Invoicing Start Date
Notes
Line Type (ID)
Description
Item (ID)Required
Quantity
Unit Price
Net Price
From Date
To Date
VAT (Code)
Unit (Code)
Cost Center (Code)
Cost Unit (Code)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planActivityRequired
Board ID
List ID
Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Board ID
Time Before
Time Before (Unit)
Status
Only cards where you're a member?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Label ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
List ID
Card IDRequired
Checklist IDRequired
Checklist Item NameRequired
Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization ID
NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
File Attachments
URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
From List ID
Card IDRequired
To Board ID
To List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
Card Name
Card Description
Overwrite Description
Card Start Date
Card Due Date
Due Complete
Card Position
Card Closed
Cover Info
Card Color
Brightness
Attachment ID
URL
Size
Location Info
Coordinates
Address
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
Checklist NameRequired
Checklist to Copy ID
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
NameRequired
Organization ID
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
List ID
Card IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChecklist IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChecklist IDRequired
Checklist Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appList IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTrello Query StringRequired
Organization ID
Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
Member NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganization IDRequired
Board NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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