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Choose an Action

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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 "Add Call Log" in Recruit CRM.

You’re connected!

Zapier seamlessly connects Exact Online and Recruit CRM, 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
- Output ID only
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
- 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
- VAT Amount FC
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
- Account Manager (ID)
- 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
Write
Create Bank Account
Creates a Bank Account in Exact Online
Action
Write
- 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
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
- Extra Fields
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
- Division
  Required
- Document (ID)
  Required
- File Name
  Required
- Attachment
  Required
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
- 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
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
- Extra Fields
- 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)
- 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
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
- 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
Write
- Division
  Required
- Contact (ID)
  Required
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
- Division
  Required
- Subscription Line (ID)
  Required
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
- 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
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 Entry Line (ID)
  Required
- Amount FC
- Quantity
- VAT (Code)
- Description
- Notes
- Extra Fields
Action
Write
Find Profit Loss Overview
Finds the Profit Loss Overview in Exact Online
Action
Search
- Division
  Required
- Account Classification (ID)
  Required
Action
Search
- Division
  Required
- User (ID)
- Full Name (Exact Match)
- Full Name (Partial Match)
- Email Address
Action
Search
- Division
  Required
- Timestamp
  Required
Action
Search
- Division
  Required
- Bank Entry (ID)
- Entry Number
Action
Search
- Division
  Required
- Created
- Info on timeframe
- Created (From)
- Created (Until)
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
- Division
  Required
- Goods Receipt Line (ID)
- Purchase Order (ID)
- Purchase Order Number
Action
Search
- Division
  Required
- Item (ID)
- Code
- Barcode
- Description
- Note
Action
Search
- Division
  Required
- Mail Message (ID)
- Output Fields
  Required
Action
Search
- Division
  Required
- Item (ID)
- Code
- Barcode
- Output Fields
- Skip Token
- Load All Results
Action
Search
- Division
  Required
- Sales Invoice (ID)
- Description (Line)
- Skip Token
- Load All Results
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
- Division
  Required
- Purchase Invoice (ID)
- Supplier (ID)
- Entry Number
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
- Division
  Required
- Sales Price List Volume Discounts (ID)
- Price List (Code)
Action
Search
Find Subscription
Finds a Subscription in Exact Online
Action
Search
- Division
  Required
- Warehouse Transfer (ID)
- Transfer Number
- Description
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
- Account Manager (ID)
- 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
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
- Goods Delivery (ID)
- 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
- Division
  Required
- Purchase Invoice (ID)
- Supplier (ID)
- Entry Number
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
- Extra Fields
- 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
Call Log Added
Triggers when a new call log is added.
Trigger
Instant
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Candidate Assigned
Triggers when a candidate is assigned to a job.
Trigger
Instant
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Candidate Added
Triggers when a new candidate is added.
Trigger
Instant
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Candidate Added Through Talent Pool
Trigger when a new candidate applied through Talent Pool.
Trigger
Instant
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Candidate Enrolled
Triggers when a candidate is enrolled
Trigger
Instant
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Candidate Offlimit Updated
Triggers when a new candidate is marked as offlimit or updated offlimit status.
Trigger
Instant
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Candidate Opted Out
Triggers when a candidate opts out of email
Trigger
Instant
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Pitch Stage Updated
Triggers when a candidate's pitch stage is updated.
Trigger
Instant
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Candidate Profile Update Requested
Triggers when a candidate profile update is requested.
Trigger
Instant
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Candidate Unenrolled
Triggers when a candidate is unenrolled.
Trigger
Instant
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Client Feedback Received
Triggers when a client feedback is recevied.
Trigger
Instant
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Company Added
Triggers when a new company is added.
Trigger
Instant
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Company Offlimit Updated
Triggers when a company is marked as offlimit or updated offlimit status.
Trigger
Instant
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Contact Available
Triggers when a contact is available.
Trigger
Instant
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Contact Deleted
Triggers when a contact is deleted.
Trigger
Instant
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Contact Offlimit Updated
Triggers when a contact is marked as offlimit or updated offlimit status.
Trigger
Instant
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Contact Opted Out
Triggers when a contact opts out of email
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Deal Deleted
Triggers when a deal is deleted.
Trigger
Instant
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Deal Updated
Triggers when a deal is updated.
Trigger
Instant
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Hotlist Added
Triggers when a new hotlist is added.
Trigger
Instant
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Record Removed From the Hotlist
Triggers when a record is removed from the hotlist.
Trigger
Instant
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Job Added
Triggers when a new job is added.
Trigger
Instant
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Job Status Updated
Triggers when a job status is updated.
Trigger
Instant
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Meeting Updated
Triggers when a Meeting is updated.
Trigger
Instant
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Note Added
Triggers when a new note is added.
Trigger
Instant
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Target Achived
Triggers when a target achived.
Trigger
Instant
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Task Added
Triggers when a new task is added.
Trigger
Instant
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- First Name
  Required
- Last Name
- Email
- Phone
- Gender
- Educational Qualification ID
- Educational Specialization
- Total Experience (Years)
- Date of Birth
- Profile Updated On
- Current Salary
- Salary Expectation
- Willing to Relocate
- Current Organization
- Current Organization Slug
- Current Employment Status
- Notice Period (Days)
- Currency ID
- Facebook Profile URL
- Twitter Profile URL
- LinkedIn Profile URL
- Github Profile URL
- Xing Profile URL
- City
- Locality
- State
- Country
- Full Address
- Relevant Experience (Years)
- Title
- Available From
- Salary Type ID
- Source
- Language Skills
- Skill
- Resume
- Avatar
- Owner
- Created By
- Candidate Summary
Action
Write
- First Name
  Required
- Last Name
- Title
- Email
- Phone
- Stage
  Required
- Company Slug
- City
- Locality
- Full Address
- Linkedin Profile URL
- Twitter Profile URL
- Facebook Profile URL
- Xing Profile URL
- Avatar
- Owner
- Created By
Action
Write
- Hotlist name
  Required
- Related Entity
  Required
- Share
  Required
- Created By
Action
Write
- Title
  Required
- Description
- Meeting Type
- Address
- Reminder
  Required
- Starting On
  Required
- End Time
  Required
- Related To
- Related To Type
- Attendee Users
- Attendee Contacts
- Attendee Candidates
- Owner
- Created By
Action
Write
Add Task
Add a new Task.
Action
Write
- Candidate Slug
  Required
- Job Slug
  Required
Action
Write
- Slug of Contact
  Required
- Opt Out Status
  Required
Action
Write
- Sequence ID
  Required
- Prospect Slug
  Required
- Enrolled by
Action
Write
- Candidates Slug
  Required
- Status Id
  Required
- End Date
  Required
- Reason
Action
Write
- Companies Slug
  Required
- Status Id
  Required
- End Date
  Required
- Reason
- Mark Contact Off Limit
  Required
- Mark Candidate Off Limit
  Required
Action
Write
- Contact Slug
  Required
- Status Id
  Required
- End Date
  Required
- Reason
Action
Write
- Prospect Slug
  Required
- Unenrolled by
Action
Write
- Call Log ID
  Required
Action
Write
- Candidate Slug
  Required
- Job Slug
  Required
- Status ID
  Required
- Remark
- Stage Date
Action
Write
- Company Slug
  Required
Action
Write
- Deal Slug
  Required
Action
Write
- Job Slug
  Required
Action
Write
- Note ID
  Required
Action
Write
- File
  Required
- Related Entity
  Required
- Related To
  Required
- Created By
- Folder
Action
Write
- First Name
- Last Name
- Email
- LinkedIn Profile URL
- Contact Number
- Candidate Slug
- State
- Country
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Marked as Off Limit
- Exact Search
- Expand Entities
Action
Search
- First Name
- Last Name
- Email
- LinkedIn Profile URL
- Company Name
- Contact Number
- Company Slug
- Contact Slug
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Marked as Off Limit
- Exact Search
- Expand Entities
Action
Search
- Enrollment ID
- Sequence ID
- Slug of Prospect
- Prospect Type
- Enrollment Status
- Expand Entities
Action
Search
- Job title
- Company Name
- Job Slug
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Exact Search
- Expand Entities
Action
Search
- Associated entity's slug
  Required
- Associated entity's Name i.e. candidate/ company/ contact/ job
  Required
- Added From Date
- Added To Date
- Updated From Date
- Updated To Date
- Expand Entities
Action
Search
- First Name
- Last Name
- Contact Number
- Email
- User Id
- Expand Team
Action
Search

- 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
- Output ID only
- Info on New and Updated
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
- Receive Updates on Deleted General Ledger Accounts
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
- Division
  Required
- Opening Balance FC
- Closing Balance FC
- Entry Number
- Currency (Code)
- Financial Period
- Financial Year
- Journal (Code)
  Required
- Account (ID)
- Amount FC
  Required
- 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
Action
Write
- Division
  Required
- 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
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
- Division
  Required
- Subject
  Required
- Document Type
  Required
- Document Folder
- Document Category
- Account (ID)
- Contact (ID)
- Item (ID)
- Info on Document Attachment
- File Name
- Attachment
Action
Write
- Division
  Required
- Code
  Required
- Description
  Required
- Type
- Allow Costs In Sales
- Balance Side
- Balance Type
- Cost Center (Code)
- Cost Unit (Code)
- Search Code
- VAT (Code)
- Extra Fields
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
- 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
Write
- Division
  Required
- Account (ID)
  Required
Action
Write
Delete Sales Invoice
Deletes a Sales Invoice in Exact Online
Action
Write
- Division
  Required
- Sales Order (ID)
  Required
Action
Write
- Division
  Required
- Subscription (ID)
  Required
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
- Extra Fields
Action
Write
- Division
  Required
- Sales Order (ID)
  Required
- Document Layout (ID)
- Email Layout (ID)
- Send Email To Customer
- Sender Email Address
- Extra Fields
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
- AccountManager (ID)
- Remarks
Action
Write
- Division
  Required
- Bank Account (ID)
  Required
- Account (ID)
- Description
- Bank Account Holder Name
- Blocked
- Main
- Extra Fields
Action
Write
- Division
  Required
- Cost Center (ID)
  Required
- Description
- End Date
Action
Write
- Custom Fields URL
  Required
- Show Custom Fields
  Required
Action
Write
Update Purchase Entry
Updates a Purchase Entry in Exact Online
Action
Write
- 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
Write
Update Sales Entry
Updates a Sales Entry 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
- Info on Custom Fields
- Show Custom Fields
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
- Division
  Required
- 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
Search
Find Address
Finds an address in Exact Online.
Action
Search
Find Bank Account
Finds a Bank Account in Exact Online
Action
Search
- Division
  Required
- Status
- Created
- Info on timeframe
- Created (From)
- Created (Until)
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
- Division
  Required
- Goods Delivery (ID)
Action
Search
- Division
  Required
- Goods Receipt (ID)
Action
Search
- Division
  Required
- Item Group (ID)
- Code
Action
Search
- Division
  Required
- 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
Search
- Division
  Required
- Quotation (ID)
- Quotation Number
- Status
- Quotation Date From
- Quotation Date Until
- Skip Token
- Load All Results
Action
Search
- Division
  Required
- Sales Invoice (ID)
- Ordered By (ID)
- Invoice Number
- Description (Header)
- Payment Reference
- Order Number
- Your Ref
- Status
- Skip Token
- Load All Results
Action
Search
Find Payment
Finds a Payment in Exact Online
Action
Search
- Division
  Required
- Project Time Transaction (ID)
- Account (ID)
- Project (ID)
- Entry Number
Action
Search
Find Purchase Entry
Finds a Purchase Entry in Exact Online
Action
Search
- Division
  Required
- Purchase Entry Line (ID)
- Description
- Info on Looping
- Load All Results
- Skip Token
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
- Division
  Required
- Sales Price List (ID)
- Code
Action
Search
- Division
  Required
- Sales Item Price (ID)
- Account (ID)
Action
Search
- Division
  Required
- Account (ID)
- Price List (ID)
Action
Search
- Division
  Required
- Item (ID)
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
- Financial Year
- Financial Period
- Info on Timerange
- Entry Date (From)
- Entry Date (Until)
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
- Extra Fields
Action
Search or write
- Division
  Required
- Code
  Required
- Description
  Required
- End Date
Action
Search or write
- Division
  Required
- Goods Receipt (ID)
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
- VAT Amount FC
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)
- 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
Action
Search or write
- Division
  Required
- Warehouse Transfer (ID)
- Transfer Number
- Description
Action
Search or write
Call Log Updated
Triggers when a call log is updated.
Trigger
Instant
Try It
Candidate Available
Triggers when a candidate is available.
Trigger
Instant
Try It
Candidate Applied Through Job Page
Trigger when a new candidate applied through jobs page.
Trigger
Instant
Try It
Candidate Deleted
Triggers when a candidate is deleted.
Trigger
Instant
Try It
Candidate Hiring Stage Updated
Triggers when a candidate's hiring stage is updated.
Trigger
Instant
Try It
Candidate Opted In
Triggers when a candidate opts in for email
Trigger
Instant
Try It
Candidate Pitched
Triggers when a candidate is pitched to a contact.
Trigger
Instant
Try It
Candidate Profile Updated
Triggers when a candidate updates thier profile.
Trigger
Instant
Try It
Candidate Unassigned
Triggers when a candidate is unassigned from a job.
Trigger
Instant
Try It
Candidate Updated
Triggers when a new candidate is updated.
Trigger
Instant
Try It
Company Available
Triggers when a company is available.
Trigger
Instant
Try It
Company Deleted
Triggers when a company is deleted.
Trigger
Instant
Try It
Company Updated
Triggers when a company is updated.
Trigger
Instant
Try It
Contact Added
Triggers when a new contact is added.
Trigger
Instant
Try It
Contact Enrolled
Triggers when a contact is enrolled
Trigger
Instant
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Contact Opted In
Triggers when a contact opts in for email
Trigger
Instant
Try It
Contact Unenrolled
Triggers when a contact is unenrolled.
Trigger
Instant
Try It
Deal Added
Triggers when a new deal is added.
Trigger
Instant
Try It
Deal Stage Updated
Triggers when a deal stage is updated.
Trigger
Instant
Try It
File Uploaded
Triggers when a new file is uploaded for an entity in the files section.
Trigger
Instant
Try It
Record Added to Hotlist
Triggers when a new record is added to hotlist.
Trigger
Instant
Try It
Hotlist Updated
Triggers when a hotlist is updated.
Trigger
Instant
Try It
Job Deleted
Triggers when a job is deleted.
Trigger
Instant
Try It
Job Updated
Triggers when a Job is updated.
Trigger
Instant
Try It
Meeting Added
Triggers when a new meeting is added.
Trigger
Instant
Try It
Note Updated
Triggers when a note is updated.
Trigger
Instant
Try It
Task Updated
Triggers when a Task is updated.
Trigger
Instant
Try It
Add Call Log
Add a new call log.
Action
Write
- Industry ID
- Company Name
  Required
- Company Logo
- Facebook Profile URL
- Twitter Profile URL
- LinkedIn profile URL
- City
- Full Address
- Website
- Owner
- Created By
Action
Write
- Deal Name
  Required
- Deal Stage
  Required
- Deal Value
  Required
- Close Date
  Required
- Deal Type
  Required
- Company Slug
- Contacts
- Jobs
- Candidates
- Owner
- Created By
Action
Write
- Job Title
  Required
- Company Slug
  Required
- Contact Slug
- Secondary Contact Slug
- Note For Candidates
- Number Of Openings
- Minimum Experience (Years)
- Maximum Experience (Years)
- Minimum Annual Salary
- Maximum Annual Salary
- Salary Type
- Currency ID
- Job Status
- Job Status Comment
- City
- Job Skills
- Job Type
- Pay Rate
- Bill Rate
- Job Category
- Locality
- Country
- State
- Full Address
- Enable job application form
- Show Company Logo
- Educational Specialization
- Educational Qualification
- Job Description Text
- Job Application Form Questions
- Job Description File
- Owner
- Created By
- Target Companies
- Postal Code
Action
Write
- Note Type
- Note Description
  Required
- Related Entity
- Related To
- Created By
Action
Write
- Hotlist ID
  Required
- Entity Slug
  Required
Action
Write
- Slug of Candidate
  Required
- Opt Out Status
  Required
Action
Write
- Sequence ID
  Required
- Prospect Slug
  Required
- Enrolled by
Action
Write
- Candidate Slug
  Required
Action
Write
- Companies Slug
  Required
- Mark Contact Available
- Mark Candidate Available
Action
Write
- Contact Slug
  Required
Action
Write
- Candidate Slug
  Required
- Job Slug
  Required
Action
Write
- Prospect Slug
  Required
- Unenrolled by
Action
Write
- Candidate Slug
  Required
Action
Write
- Candidate Slug
  Required
- Job Slug
  Required
- Candidate's Visibility
  Required
Action
Write
- Contact Slug
  Required
Action
Write
- Hotlist ID
  Required
Action
Write
- Meeting ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Call Direction
- Associated entity's slug
  Required
- Associated entity's Name i.e. candidate/ company/ contact/ job
  Required
- Call Started From Date
- Call Started To Date
- Call Updated From Date
- Call Updated To Date
- Expand Entities
Action
Search
- Company Name
- Company Slug
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Marked as Off Limit
- Exact Search
- Expand Entities
Action
Search
- Deal Name
- Deal Stage
- Company Name
- Company Slug
- Contact Name
- Contact Slug
- Candidate Name
- Candidate Slug
- Job Name
- Job Slug
- Owner Name
- Closing From Date
- Closing To Date
- Added From Date
- Added To Date
- Updated From Date
- Updated To Date
- Deal Slug
- Owner Id
- Owner Email
- Exact Search
- Expand Entities
Action
Search
- Associated entity's Name i.e. candidate/ company/ contact/ job
  Required
- Hotlist Name
- Shared
- Expand Entities
Action
Search
- Meeting title
- Related To
  Required
- Related To Type
  Required
- Starting From
- Starting To
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Expand Entities
Action
Search
- Task title
- Related To
  Required
- Related To Type
  Required
- Starting From
- Starting To
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Expand Entities
Action
Search

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Connect Exact Online and Recruit CRM 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.

Learn how to automate Recruit CRM on the Zapier blog

Make work flow with AI

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

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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 Recruit CRM

Recruit CRM is an all-in-one ATS + CRM for recruitment agencies.