Exact Online + Zapier Tables
Manage new or updated quotations in Exact Online by creating records in Zapier Tables
Stay organized and efficient with this workflow. When a new or updated quotation arises in your Exact Online app, it will facilitate the creation of a corresponding record within the Zapier Tables app. This eliminates the need to manually transfer data between the two systems, saving time and reducing the chance of errors. Make data management straightforward and effective.
Stay organized and efficient with this workflow. When a new or updated quotation arises in your Exact Online app, it will facilitate the creation of a corresponding record within the Zapier Tables app. This eliminates the need to manually transfer data between the two systems, saving time and reducing the chance of errors. Make data management straightforward and effective.
- When this happens...
New or Updated QuotationTriggers when a Quotation is created or updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create RecordCreates a new record on a table.
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
Event Type Copy
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
Event Type Copy
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.
Create Warehouse Transfer
Creates a Warehouse Transfer in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Address
Creates an Address in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Bank Entry
Creates a Bank Entry in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Cash Entry
Creates a Cash Entry in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Cost Unit
Creates a Cost Unit in Exact Online
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.Create Document Attachment
Creates a Document Attachment in Exact Online
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.Create Sales Invoice From Sales Order
Creates a Sales Invoice from a Sales Order in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Project
Creates a Project in Exact Online
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.Create Quotation
Creates a Quotation in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Sales Invoice Line
Creates a Sales Invoice Line in Exact Online
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.Create Sales Order Line
Creates 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.Create WBS Activity
Creates a WBS Activity in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete Contact
Deletes a Contact in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete Sales Invoice Line
Deletes a Sales Invoice Line in Exact Online
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.Delete Subscription Line
Deletes a Subscription Line in Exact Online
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.Send Sales Order
Sends a Sales Order in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Account
Updates an Account in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Bank Account
Updates 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.Update Cost Center
Updates a Cost Center in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Opportunity
Creates an Opportunity in Exact Online
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.Update Sales Order
Updates a Sales Order in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Account
Finds an account in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Many Accounts
Finds many Accounts in Exact Online
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 appFind Bank Entry
Finds a Bank Entry in Exact Online.
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 appFind Goods Receipt Line
Finds a Goods Receipt Line in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Item(s)
Finds one or multiple items in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Mail Message Sent
Finds a Sent Mail Message in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Many Items
Finds many items in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Many Sales Invoice Lines
Finds one or multiple Sales Invoice Lines in Exact Online
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 appFind Project
Finds a Project in Exact Online
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 appFind Purchase Entry Line
Finds a Purchase Entry Line in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Quotation
Finds a Quotation in Exact Online
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 appFind Sales Price List
Finds a Sales Price Lists in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Sales Item Price
Finds a Sales Item Price in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Sales Price List Linked Account
Finds a Sales Price List Linked Account in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Stock Position(s)
Finds Stock Position of one or multiple Items in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Transaction Line(s)
Finds one or multiple transaction lines in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind or Create an Account
Finds an 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 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 foundFind or Create Cost Center
Finds a Cost Center 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 foundFind or Create Goods Delivery
Finds a Goods Delivery 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 foundFind or Create Item
Finds one or multiple items 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 foundFind or Create Purchase Entry
Finds a Purchase Entry 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 foundFind or Create Quotation
Finds a Quotation 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 foundFind or Create Sales Order Line
Finds a Sales Order Line 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 foundFind or Create Sales Order
Finds a Sales Order 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 foundFind or Create Warehouse Transfer
Finds a Warehouse Transfer 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 foundTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Record IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Record IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTable IDRequired
Zap Id
Zap Step Id
Zap Path Run 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 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
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
Event Type Copy
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.Create Purchase Entry
Creates 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.Create Account
Creates an account in Exact Online.
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.Create Bill of Material (Bom) Material
Creates a Bill of Material (BOM) Material
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Communication Note
Creates a Communication Note in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Cost Center
Creates a Cost Center in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Credit Note From Sales Invoice
Creates a Credit Note from a Sales Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Document
Creates a Document in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create General Journal Entry
Creates a General Journal Entry in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Goods Delivery
Creates a Good Delivery in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Opportunity
Creates an Opportunity in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Project Classification
Creates a Project Classification in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Purchase Invoice
Creates a Purchase Invoice in Exact Online
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.Create Sales Invoice
Creates a Sales Invoice in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Sales Entry
Create 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.Create Sales Order
Creates a Sales Order in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Subscription
Creates a Subscription in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete Account
Deletes an Account in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete Sales Invoice
Deletes a Sales Invoice in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete Sales Order
Deletes a Sales Order in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete Subscription
Deletes a Subscription in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete Webhook Subscription
Deletes a Webhook Subscription
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Item
Creates a new Item in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Sales Invoice
Sends a Sales Invoice in Exact Online
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.Update Cost Unit
Updates a Cost Unit in Exact Online
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.Update Purchase Order Line
Updates a Purchase Order Line in Exact Online.
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.Find Profit Loss Overview
Finds the Profit Loss Overview in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Account Classifications
Find Account Classifications in Exact Online.
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 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 appFind Document
Finds a Document in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Goods Delivery
Finds a Goods Delivery in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Goods Receipt
Finds a Goods Receipt in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Item Group(s)
Finds one or multiple Item Groups in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Many Contacts
Finds many Contacts in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Many Quotations
Finds many Quotations in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Many Sales Invoices
Finds one or multiple Sales Invoices in Exact Online
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 appFind Project Time Transaction
Finds a Project Time Transaction in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Purchase Invoice
Finds a Purchase Invoice in Exact Online
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 appFind Receivable(s)
Finds one or multiple Receivables in Exact Online
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 appFind Sales Order
Finds a Sales Order in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Sales Price List Volume Discount
Finds Sales Price List Volume Discounts in Exact Online
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 appFind Warehouse Transfer
Finds a Warehouse Transfer in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind or Create Address
Finds an address 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 foundFind or Create Contact
Finds a Contact 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 foundFind or Create Cost Unit
Finds a Cost Unit 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 foundFind or Create Goods Receipt
Finds a Goods Receipt 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 foundFind or Create Project
Finds a Project 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 foundFind or Create Purchase Invoice
Finds a Purchase Invoice 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 foundFind or Create Sales Entry
Finds a Sales Entry 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 foundFind or Create Sales Invoice
Finds a Sales Invoice 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 foundFind or Create Subscription
Finds a Subscription 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 foundTable IDRequired
Zap Id
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Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Zap Id
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Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
FieldRequired
Summary FormulaRequired
Zap Id
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Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Calculate FieldRequired
Aggregate FunctionRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Name
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Record IDRequired
Zap Id
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ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
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ActionThis is an event a Zap performs.SearchFind existing data in your appTable IDRequired
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ActionThis is an event a Zap performs.SearchFind existing data in your app
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