Exact Online + Yoobi

Add new projects in Yoobi CRM to Exact Online

This Zap keeps your project details up to date across platforms, with no added clicks or keystrokes. Set it up to automatically create a project in Yoobi CRM whenever a new Exact Online project is generated.

This Zap keeps your project details up to date across platforms, with no added clicks or keystrokes. Set it up to automatically create a project in Yoobi CRM whenever a new Exact Online project is generated.

  1. When this happens...
    YoobiYoobi
    New Project

    Triggers when a new project is created.

    TriggerPolling
  2. automatically do this!
    Exact OnlineExact Online
    Create Project

    Creates a Project in Exact Online

    ActionWrite
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Supported triggers and actions

    • Changed Since dateRequired

    • Primary ContactRequired

    Trigger
    Polling
    Try It
  • Yoobi triggers, actions, and search

    New CRM Sale

    Triggers when a new CRM sale record is created

    Trigger
    Polling
    Try It
    • Month

    • Invoice stateRequired

    Trigger
    Polling
    Try It
    • Primary ContactRequired

    Trigger
    Polling
    Try It
    • Include Activities

    • Include Budget

    • Include Description

    • Status

    Trigger
    Polling
    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
yoobi-software logo
yoobi-software logo

About Yoobi

Yoobi is Cloud software for CRM, project management, time tracking, leave, expenses, planning and invoicing in one tool. Yoobi is used by companies of all sizes.

Related categories

  • Productivity