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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Create Activity" in vPlan.

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Zapier seamlessly connects Exact Online and vPlan, 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.

- Division
  Required
- Receive Updates on Deleted Accounts
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Receive Updates on Deleted Bank Entries
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Expand Batch Numbers
- Expand Serial Numbers
- Receive Updates on Deleted Goods Deliveries
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Receive Updates on Deleted Project Time Transactions
- Event Type Copy
Trigger
Instant
Try It

- Division
  Required
- Receive Updates on Deleted Purchase Orders
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Receive Updates on Deleted Sales Entries
- Event Type Copy
Trigger
Instant
Try It

- Division
  Required
- Expand Account Details
- Receive Updates on Deleted Sales Orders
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
Trigger
Instant
Try It
- 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)
  Required
- Amount FC
  Required
- VAT (Code)
- Quantity
- From
- To
- Cost Center (Code)
- Cost Unit (Code)
- Description
- Project (ID)
- Serial Number
- Asset (ID)
- Notes
Action
Write
- 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 Sales
- Is Supplier
- Lead Source (ID)
- Payment Condition Sales (Code)
- General Ledger Account Sales (ID)
- Discount Sales
- Search Code
- Remarks
- Show Address ID in Output
- CopyContact
- Contact First Name
- Contact Middle Name
- Contact Last Name
- Contact Email address
- Contact Phone
- Contact Mobile
- Contact Notes
Action
Write
Create Bank Account
Creates a Bank Account in Exact Online
Action
Write
Create Bill of Material (Bom) Material
Creates a Bill of Material (BOM) Material
Action
Write
- Division
  Required
- Subject
- Notes
- Date
- Account (ID)
- Contact (ID)
- Opportunity (ID)
- Document (ID)
- Campaign (ID)
Action
Write
- Division
  Required
- Code
  Required
- Description
  Required
- End Date
Action
Write
- Division
  Required
- Invoice (ID)
- Invoice Number
- Print Sales Invoice
- Document Layout (ID)
- Email Layout (ID)
- Send Email To Customer
- Sender Email Address
Action
Write
Create Document
Creates a Document in Exact Online
Action
Write
- Division
  Required
- 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
Action
Write
- Division
  Required
- Delivery Date
  Required
- Description
- Tracking Number
- Shipping Method (ID)
- Remarks
- Sales Order Line (ID)
  Required
- Description
- Quantity Delivered
  Required
- Tracking Number
- Batch Number (ID)
- Notes
Action
Write
Create Opportunity
Creates an Opportunity in Exact Online
Action
Write
- Division
  Required
- Description
  Required
- Code
  Required
- Use Employee Cost Center and Cost Unit
- Cost Center (Code)
- Cost Unit (Code)
Action
Write
Create Purchase Invoice
Creates a Purchase Invoice in Exact Online
Action
Write
Create Purchase Order
Creates a Purchase Order in Exact Online
Action
Write
- Division
  Required
- Type
- Description
- Order Number
- Order Date
- Payment Reference
- Your Ref
- Currency (Code)
- Journal
  Required
- Ordered By
  Required
- 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
- Item
  Required
- 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
- Print Sales Invoice
- Document Layout
- Email Layout
- Send Email To Customer
- Sender Email Address
- Invoice Date
- Reporting Period
- Reporting Year
Action
Write
- Division
  Required
- 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 FC
  Required
- General Ledger Account (ID)
  Required
- Description
- Project (ID)
- Quantity
- Serial Number
- Asset (ID)
- VAT (Code)
- From
- To
- Cost Center (Code)
- Cost Unit (Code)
Action
Write
- Division
  Required
- 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)
- Delivery Date
- 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
Action
Write
- Division
  Required
- Subscription Type (ID)
  Required
- Description
  Required
- Ordered By
  Required
- 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)
Action
Write
Delete Account
Deletes an Account in Exact Online
Action
Write
Delete Sales Invoice
Deletes a Sales Invoice in Exact Online
Action
Write
Delete Sales Order
Deletes a Sales Order in Exact Online
Action
Write
Delete Subscription
Deletes a Subscription in Exact Online
Action
Write
- Division
  Required
- Webhook
  Required
Action
Write
- Division
  Required
- Item (ID)
  Required
- Unit (ID)
  Required
- Supplier (ID)
  Required
- Purchase Unit (Code)
  Required
- Main Supplier
- Notes
Action
Write
- Division
  Required
- Sales Order (ID)
  Required
- Document Layout (ID)
- Email Layout (ID)
- Send Email To Customer
- Sender Email Address
Action
Write
- 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 Sales
- Is Supplier
- Lead Source (ID)
- Payment Condition Sales (Code)
- General Ledger Account Sales (ID)
- Discount Sales
- Search Code
- Remarks
Action
Write
Update Bank Account
Updates a Bank Account in Exact Online
Action
Write
- Division
  Required
- Cost Center (ID)
  Required
- Description
- End Date
Action
Write
Update Opportunity
Creates an Opportunity in Exact Online
Action
Write
Update Purchase Order
Updates a Purchase Order in Exact Online
Action
Write
Update Sales Order Line
Updates a Sales Order Line in Exact Online
Action
Write
- Division
  Required
- 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
Action
Write
- Division
  Required
- Account (ID)
- Name
- Code
- Email address
- Phone
- Chamber Of Commerce
- VAT Number
- Is Sales
- Is Supplier
- Search Code
- Legacy Mode
Action
Search
Find Many Accounts
Finds many Accounts in Exact Online
Action
Search
- Division
  Required
- Timestamp
  Required
Action
Search
Find Bank Entry
Finds a Bank Entry in Exact Online.
Action
Search
Find Cost Center
Finds a Cost Center in Exact Online
Action
Search
- Status
  Required
Action
Search
Find General Ledger Account(s)
Finds one or multiple General Ledger Accounts in Exact Online
Action
Search
Find Goods Receipt Line
Finds a Goods Receipt Line in Exact Online
Action
Search
- Division
  Required
- Item (ID)
- Code
- Barcode
- Description
- Note
Action
Search
Find Mail Message Sent
Finds a Sent Mail Message in Exact Online
Action
Search
Find Many Items
Finds many items in Exact Online
Action
Search
Find Many Sales Invoice Lines
Finds one or multiple Sales Invoice Lines in Exact Online
Action
Search
Find Opportunity
Finds an Opportunity in Exact Online
Action
Search
- Division
  Required
- Project (ID)
- Code
- Type
- Account (ID)
- Created
Action
Search
- Division
  Required
- Project Classification (ID)
- Code
- Description
Action
Search
Find Purchase Invoice
Finds a Purchase Invoice in Exact Online
Action
Search
Find Purchase Order
Finds a Purchase Order in Exact Online
Action
Search
- Division
  Required
- Receivable (ID)
- Account (ID)
- End Date
- Invoice Number
- Status
- Modified Since
Action
Search
Find Sales Order Line
Finds a Sales Order Line in Exact Online
Action
Search
Find Sales Invoice
Finds a Sales Invoice in Exact Online
Action
Search
- Division
  Required
- Sales Order (ID)
- Order Number
- Ordered By (Account ID)
- Expand Account Details
- Order Date Filter
- Order Date (From)
- Order Date (Before)
Action
Search
Find Sales Price List Volume Discount
Finds Sales Price List Volume Discounts in Exact Online
Action
Search
Find Subscription
Finds a Subscription in Exact Online
Action
Search
Find Warehouse Transfer
Finds a Warehouse Transfer in Exact Online
Action
Search
- Division
  Required
- 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
Action
Search or write
- Division
  Required
- Account (ID)
  Required
- First Name
- Middle Name
- Last Name
- Email address
- Phone
- Mobile
- Is Mailing Excluded
- Notes
Action
Search or write
- Division
  Required
- Code
  Required
- Description
  Required
- End Date
Action
Search or write
Find or Create Goods Receipt
Finds a Goods Receipt in Exact Online
Action
Search or write
- Division
  Required
- Project (ID)
- Code
- Type
- Account (ID)
- Created
- 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
Action
Search or write
- 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)
  Required
- Amount FC
  Required
- VAT (Code)
- Quantity
- From
- To
- Cost Center (Code)
- Cost Unit (Code)
- Description
- Project (ID)
- Serial Number
- Asset (ID)
- Notes
Action
Search or write
- Division
  Required
- 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)
Action
Search or write
- Division
  Required
- 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
Action
Search or write
- Division
  Required
- 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)
- Delivery Date
- 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
Action
Search or write
Find or Create Warehouse Transfer
Finds a Warehouse Transfer in Exact Online
Action
Search or write
- Attached
- Detached
Trigger
Instant
Try It
- Created
- Updated
- Deleted
Trigger
Instant
Try It
- Board
  Required
Trigger
Polling
Try It
- Name
  Required
- Description
- Board
  Required
- Start
  Required
- End
- Stage
  Required
Action
Write
- name
  Required
- Description
- Type
  Required
- Start date
- End date
- Avatar
- Color hex
- Monday
- Tuesday
- Wednesday
- Thursday
- Friday
- Saterday
- Sunday
- External reference
Action
Write

- Division
  Required
- Receive Updates on Deleted Bank Accounts
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Receive Updates on Deleted Contacts
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Receive Updates on Deleted Items
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Receive Updates on Deleted Opportunities
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Receive Updates on Deleted Purchase Entries
- Include Purchase Order Credit Lines
- Info on Event Type
Trigger
Instant
Try It
- Division
  Required
- Expand Account Details
- Receive Updates on Deleted Quotations
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Expand Account Details
- Expand Contact Details
- Receive Updates on Deleted Sales Invoices
- Event Type Note
Trigger
Instant
Try It
- Division
  Required
- Receive Updates on Deleted Subscriptions
- Event Type Copy
Trigger
Instant
Try It
Accept Quotation
Accepts a Quotation in Exact Online.
Action
Write
Create Warehouse Transfer
Creates a Warehouse Transfer in Exact Online
Action
Write
- Division
  Required
- 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
Action
Write
Create Bank Entry
Creates a Bank Entry in Exact Online
Action
Write
- Division
  Required
- Opening Balance FC
- Closing Balance FC
- Currency (Code)
- Financial Period
- Financial Year
- Journal (Code)
  Required
- Account (ID)
- Amount FC
  Required
- 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
Action
Write
- Division
  Required
- Account (ID)
  Required
- First Name
- Middle Name
- Last Name
- Email address
- Phone
- Mobile
- Is Mailing Excluded
- Notes
Action
Write
- Division
  Required
- Code
  Required
- Description
  Required
- End Date
Action
Write
Create Direct Debit Mandate
Creates a Direct Debit Mandate in Exact Online
Action
Write
Create Document Attachment
Creates a Document Attachment in Exact Online
Action
Write
Create Goods Receipt
Creates a Goods Receipt in Exact Online
Action
Write
- Division
  Required
- Create Mode
  Required
- Invoice Mode
  Required
- 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
Action
Write
- Division
  Required
- 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
Action
Write
Create Project Time Transaction
Creates a Project Time Transaction in Exact Online.
Action
Write
Create Purchase Entry Line
Creates a Purchase Entry Line in Exact Online
Action
Write
- 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)
- Opportunity (ID)
- Currency (Code)
- Remarks
- Item (ID)
  Required
- Quantity
- Unit Price
- Net Price
- Unit (Code)
- Description
- Cost Center (Code)
- Cost Unit (Code)
Action
Write
- 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
Action
Write
Create Sales Item Price
Creates a Sales Item Price in Exact Online
Action
Write
- Division
  Required
- 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
Action
Write
Create WBS Activity
Creates a WBS Activity in Exact Online
Action
Write
Delete Contact
Deletes a Contact in Exact Online
Action
Write
Delete Sales Invoice Line
Deletes a Sales Invoice Line in Exact Online
Action
Write
Delete Sales Order Line
Deletes a Sales Order Line in Exact Online
Action
Write
Delete Subscription Line
Deletes a Subscription Line in Exact Online
Action
Write
- Download URL
  Required
Action
Write
- Division
  Required
- Description
  Required
- Code
  Required
- Barcode
- Unit (Code)
- Cost Price Standard
- Cost Price Currency
Action
Write
- Division
  Required
- Invoice (ID)
  Required
- Document Layout
- Email Layout
- Send Email To Customer
- Sender Email Address
Action
Write
Update Address
Updates an Address in Exact Online
Action
Write
Update Contact
Updates a Contact in Exact Online
Action
Write
- Division
  Required
- Cost Unit (ID)
  Required
- Description
- End Date
Action
Write
Update Purchase Entry
Updates a Purchase Entry in Exact Online
Action
Write
Update Purchase Order Line
Updates a Purchase Order Line in Exact Online.
Action
Write
Update Sales Entry
Updates a Sales Entry in Exact Online
Action
Write
Find Profit Loss Overview
Finds the Profit Loss Overview in Exact Online
Action
Search
Find Account Classifications
Find Account Classifications in Exact Online.
Action
Search
Find Address
Finds an address in Exact Online.
Action
Search
Find Bank Account
Finds a Bank Account in Exact Online
Action
Search
Find Contact
Finds a Contact in Exact Online.
Action
Search
Find Cost Unit
Finds a Cost Unit in Exact Online
Action
Search
Find Document
Finds a Document in Exact Online
Action
Search
Find Goods Delivery
Finds a Goods Delivery in Exact Online
Action
Search
Find Goods Receipt
Finds a Goods Receipt in Exact Online
Action
Search
Find Item Group(s)
Finds one or multiple Item Groups in Exact Online
Action
Search
Find Many Contacts
Finds many Contacts in Exact Online
Action
Search
- Division
  Required
- Quotation (ID)
- Quotation Number
- Status
- Quotation Date From
- Quotation Date Until
- Skip Token
- Load All Results
Action
Search
Find Many Sales Invoices
Finds one or multiple Sales Invoices in Exact Online
Action
Search
Find Payment
Finds a Payment in Exact Online
Action
Search
Find Project Time Transaction
Finds a Project Time Transaction in Exact Online
Action
Search
Find Purchase Entry
Finds a Purchase Entry in Exact Online
Action
Search
Find Purchase Entry Line
Finds a Purchase Entry Line in Exact Online
Action
Search
- Division
  Required
- Quotation (ID)
- Quotation Number
- Description
- Created From
Action
Search
Find Sales Entry
Finds a Sales Entry in Exact Online
Action
Search
Find Sales Price List
Finds a Sales Price Lists in Exact Online
Action
Search
Find Sales Item Price
Finds a Sales Item Price in Exact Online
Action
Search
Find Sales Price List Linked Account
Finds a Sales Price List Linked Account in Exact Online
Action
Search
Find Stock Position(s)
Finds Stock Position of one or multiple Items in Exact Online.
Action
Search
- Division
  Required
- 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
Action
Search
- Division
  Required
- Account (ID)
- Name
- Code
- Email address
- Phone
- Chamber Of Commerce
- VAT Number
- Is Sales
- Is Supplier
- Search Code
- Legacy Mode
- 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 Sales
- Is Supplier
- Lead Source (ID)
- Payment Condition Sales (Code)
- General Ledger Account Sales (ID)
- Discount Sales
- Remarks
- Show Address ID in Output
- CopyContact
- Contact First Name
- Contact Middle Name
- Contact Last Name
- Contact Email address
- Contact Phone
- Contact Mobile
- Contact Notes
Action
Search or write
Find or Create Bank Account
Finds a Bank Account in Exact Online
Action
Search or write
- Division
  Required
- Code
  Required
- Description
  Required
- End Date
Action
Search or write
- Division
  Required
- Delivery Date
  Required
- Description
- Tracking Number
- Shipping Method (ID)
- Remarks
- Sales Order Line (ID)
  Required
- Description
- Quantity Delivered
  Required
- Tracking Number
- Batch Number (ID)
- Notes
Action
Search or write
- Division
  Required
- Item (ID)
- Code
- Barcode
- Description
- Note
- Description
  Required
- Code
  Required
- Barcode
- Unit (Code)
- Cost Price Standard
- Cost Price Currency
Action
Search or write
- Division
  Required
- Project Classification (ID)
- Code
- Description
- Description
  Required
- Code
  Required
- Use Employee Cost Center and Cost Unit
- Cost Center (Code)
- Cost Unit (Code)
Action
Search or write
Find or Create Purchase Invoice
Finds a Purchase Invoice in Exact Online
Action
Search or write
- Division
  Required
- 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 FC
  Required
- General Ledger Account (ID)
  Required
- Description
- Project (ID)
- Quantity
- Serial Number
- Asset (ID)
- VAT (Code)
- From
- To
- Cost Center (Code)
- Cost Unit (Code)
Action
Search or write
- Division
  Required
- Type
- Description
- Order Number
- Order Date
- Payment Reference
- Your Ref
- Currency (Code)
- Journal
  Required
- Ordered By
  Required
- 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
- Item
  Required
- 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
- Print Sales Invoice
- Document Layout
- Email Layout
- Send Email To Customer
- Sender Email Address
- Invoice Date
- Reporting Period
- Reporting Year
Action
Search or write
- Division
  Required
- Subscription Type (ID)
  Required
- Description
  Required
- Ordered By
  Required
- 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)
Action
Search or write
- Created
- Updated
- Deleted
Trigger
Instant
Try It
- Attached
- Detached
Trigger
Instant
Try It
- Created
- Updated
- Deleted
Trigger
Instant
Try It
- Code
  Required
- Description
  Required
- Resource type
- Default duration
- External reference
Action
Write
- Name
  Required
- Description
- Due date
- Board
Action
Write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Exact Online and vPlan to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Exact Online to vPlan integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Exact Online

Exact Online is a cloud-based accounting and ERP software tailored for SMEs, offering financial management, invoicing, and inventory tracking.

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Related categories

Accounting

About vPlan

vPlan is a planning tool to plan and track your work.

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