Exact Online + Offorte Proposals

Create new Exact Online accounts when proposals are won in Offorte Proposals

When a proposal is approved in Offorte Proposals, establish a new account seamlessly in Exact Online. This workflow assists in maintaining consistent data between the two platforms, making the successful proposal transition into a financial record smoother. The link between your sales and accounting departments is strengthened, propelling quicker business operations.

When a proposal is approved in Offorte Proposals, establish a new account seamlessly in Exact Online. This workflow assists in maintaining consistent data between the two platforms, making the successful proposal transition into a financial record smoother. The link between your sales and accounting departments is strengthened, propelling quicker business operations.

  1. When this happens...
    Offorte ProposalsOfforte Proposals
    Proposal Won

    Triggers when a proposal is won.

    TriggerInstant
  2. automatically do this!
    Exact OnlineExact Online
    Create Account

    Creates an account in Exact Online.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • Offorte Proposals triggers, actions, and search

    Contact Person Created

    Triggers when a contact person is created.

    Trigger
    Instant
    Try It
  • Offorte Proposals triggers, actions, and search

    Product Directory Deleted

    Triggers when a product directory is deleted.

    Trigger
    Instant
    Try It
exact-online logo
exact-online logo

About Exact Online

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

Related categories

  • Accounting
offorte-proposals logo
offorte-proposals logo

About Offorte Proposals

Offorte helps you win more deals by letting you share beautiful business proposals in a smart automated way.

Related categories

  • Proposal & Invoice Management