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Exact Online
Exact Online
1. Choose trigger event
Yoobi
Yoobi
2. Choose action
1. Select the event
Setup
Test
Exact Online
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 CRM Sale" in Yoobi.
You’re connected!
Zapier seamlessly connects Exact Online and Yoobi, 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.
- 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
- 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
- Include Purchase Order Credit Lines
- Info on Event Type
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.- DivisionRequired
- 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 FCRequired
- VAT (Code)
- Quantity
- From
- To
- Cost Center (Code)
- Cost Unit (Code)
- Description
- Project (ID)
- Serial Number
- Asset (ID)
- Notes
- VAT Amount FC
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- Status
- NameRequired
- 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
- Show Address ID in Output
- CopyContact
- Contact First Name
- Contact Middle Name
- Contact Last Name
- Contact Email address
- Contact Phone
- Contact Mobile
- Contact Notes
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. - DivisionRequired
- Bank Journal (Code)Required
- Bank General Ledger Account (Code)Required
- DescriptionRequired
- Currency (Code)
- Entry Number
- Opening Balance FC
- Closing Balance FC
- DateRequired
- Counterparty General Ledger Account (Code)Required
- Account (Code)Required
- Description
- Amount FCRequired
- VAT (Code)
- Cost Center (Code)
- Cost Unit (Code)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- Opening Balance FC
- Closing Balance FC
- Currency (Code)
- Financial Period
- Financial Year
- Journal (Code)Required
- Account (ID)
- Amount FCRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- Account (ID)Required
- First Name
- Middle Name
- Last Name
- Email address
- Phone
- Mobile
- Is Mailing Excluded
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- CodeRequired
- DescriptionRequired
- End Date
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. - DivisionRequired
- Document (ID)Required
- File NameRequired
- AttachmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- Delivery DateRequired
- Description
- Tracking Number
- Shipping Method (ID)
- Remarks
- Sales Order Line (ID)Required
- Description
- Quantity DeliveredRequired
- Tracking Number
- Batch Number (ID)
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- DescriptionRequired
- CodeRequired
- Use Employee Cost Center and Cost Unit
- Cost Center (Code)
- Cost Unit (Code)
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. - DivisionRequired
- Type
- Description
- Order Number
- Order Date
- Payment Reference
- Your Ref
- Currency (Code)
- JournalRequired
- Ordered ByRequired
- 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
- ItemRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- 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 FCRequired
- General Ledger Account (ID)Required
- Description
- Project (ID)
- Quantity
- Serial Number
- Asset (ID)
- VAT (Code)
- From
- To
- Cost Center (Code)
- Cost Unit (Code)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- Subscription Type (ID)Required
- DescriptionRequired
- Ordered ByRequired
- 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)
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. - DivisionRequired
- WebhookRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- Item (ID)Required
- Unit (ID)Required
- Supplier (ID)Required
- Purchase Unit (Code)Required
- Main Supplier
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- Sales Order (ID)Required
- Document Layout (ID)
- Email Layout (ID)
- Send Email To Customer
- Sender Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- 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
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. - DivisionRequired
- Cost Center (ID)Required
- Description
- End Date
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. - DivisionRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- Account (ID)
- Name
- Code
- Email address
- Phone
- Chamber Of Commerce
- VAT Number
- Is Sales
- Is Supplier
- Search Code
- Legacy Mode
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Many Accounts
Finds many Accounts in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Address
Finds an address in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Bank Account
Finds a Bank Account in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Contact
Finds a Contact in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Cost Unit
Finds a Cost Unit in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Document
Finds a Document in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Goods Delivery
Finds a Goods Delivery in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Goods Receipt
Finds a Goods Receipt in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Item Group(s)
Finds one or multiple Item Groups in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Many Contacts
Finds many Contacts in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - DivisionRequired
- Quotation (ID)
- Quotation Number
- Status
- Quotation Date From
- Quotation Date Until
- Skip Token
- Load All Results
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Many Sales Invoices
Finds one or multiple Sales Invoices in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Payment
Finds a Payment in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Project Time Transaction
Finds a Project Time Transaction in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Purchase Entry
Finds a Purchase Entry in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Purchase Entry Line
Finds a Purchase Entry Line in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - DivisionRequired
- Quotation (ID)
- Quotation Number
- Description
- Created From
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Sales Entry
Finds a Sales Entry in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Sales Price List
Finds a Sales Price Lists in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Sales Item Price
Finds a Sales Item Price in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find 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 app - DivisionRequired
- Item (ID)
ActionThis is an event a Zap performs.SearchFind existing data in your app- DivisionRequired
- 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- DivisionRequired
- Account (ID)
- Name
- Code
- Email address
- Phone
- Chamber Of Commerce
- VAT Number
- Is Sales
- Is Supplier
- Search Code
- Legacy Mode
- Status
- NameRequired
- 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
- Show Address ID in Output
- CopyContact
- Contact First Name
- Contact Middle Name
- Contact Last Name
- Contact Email address
- Contact Phone
- Contact Mobile
- Contact Notes
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- Find 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 found - DivisionRequired
- CodeRequired
- DescriptionRequired
- End Date
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
- Delivery DateRequired
- Description
- Tracking Number
- Shipping Method (ID)
- Remarks
- Sales Order Line (ID)Required
- Description
- Quantity DeliveredRequired
- Tracking Number
- Batch Number (ID)
- Notes
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
- Item (ID)
- Code
- Barcode
- Description
- Note
- DescriptionRequired
- CodeRequired
- Barcode
- Unit (Code)
- Cost Price Standard
- Cost Price Currency
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
- Project Classification (ID)
- Code
- Description
- DescriptionRequired
- CodeRequired
- Use Employee Cost Center and Cost Unit
- Cost Center (Code)
- Cost Unit (Code)
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- Find 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 found - DivisionRequired
- 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 FCRequired
- General Ledger Account (ID)Required
- Description
- Project (ID)
- Quantity
- Serial Number
- Asset (ID)
- VAT (Code)
- From
- To
- Cost Center (Code)
- Cost Unit (Code)
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
- Type
- Description
- Order Number
- Order Date
- Payment Reference
- Your Ref
- Currency (Code)
- JournalRequired
- Ordered ByRequired
- 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
- ItemRequired
- 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
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
- Subscription Type (ID)Required
- DescriptionRequired
- Ordered ByRequired
- 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)
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- Changed Since dateRequired
- Primary ContactRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New CRM SaleTriggers when a new CRM sale record is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Department
Triggers when a new department is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Relation
Triggers when a New Relationship Record is created in Yoobi through selection atm. this is not good
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Customer ID
- Customer Code
- CRM Task Type
- Subject
- Task Description
- Planned Date
- Planned Time
- Planned End Date
- Planned End Time
- Executed Date
- Executed Time
- Priority
- Username
- Resourcegroup
- Contact First Name
- Contact Last Name
- Contact Email
- Contact Phone
- Person ID
- Contact Info ID
- Notification Moment
- Notification User ID
- Notification Date Offset
- Project ID
- CRM Sale ID
- Taskreport
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Initials
- Middle Name
- Last NameRequired
- Gender
- Date of Birth
- Employee NumberRequired
- BSN
- Employee Abbreviation
- Job Name
- Start Registration Date
- Start Date
- End Date
- Cost Center
- Cost Unit
- Allow Overtime
- Department
- Resource Group
- State
- Contract Start Date
- Contract End Date
- Contract FTE
- User State
- Username
- User Email
- User Language
- Show Custom fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee NumberRequired
- Registration DateRequired
- Project NameRequired
- Activity NameRequired
- Type of RegistrationRequired
- Cost Registration
- Time RegistrationRequired
- Number Registration
- Registration Remarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VersionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Project CodeRequired
- Project NameRequired
- State
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type
- Email or PhoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer Name or IDRequired
- Level of detail
ActionThis is an event a Zap performs.SearchFind existing data in your app- VAT Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Employee number or Employee IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- CRM Sale code
- Customer CodeRequired
- CRM Sale Name
- CRM Sale SchemeRequired
- CRM Sales Scheme PhaseRequired
- CRM Sale source
- Product Group
- Employee number
- First name
- Infix
- Last Name
- Percentage of this sale
- Value of this saleRequired
- CurrencyRequired
- Expected sale dateRequired
- Description
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- CoC Number
- NameRequired
- CodeRequired
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- E-mail
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- StatusRequired
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
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- E-mailRequired
- NameRequired
- CodeRequired
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- StatusRequired
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
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
- 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.- DivisionRequired
- Receive Updates on Deleted General Ledger Accounts
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Accept Quotation
Accepts 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 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. - DivisionRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- Opening Balance FC
- Closing Balance FC
- Entry Number
- Currency (Code)
- Financial Period
- Financial Year
- Journal (Code)Required
- Account (ID)
- Amount FCRequired
- 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
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. - DivisionRequired
- Subject
- Notes
- Date
- Account (ID)
- Contact (ID)
- Opportunity (ID)
- Document (ID)
- Campaign (ID)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- CodeRequired
- DescriptionRequired
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- Invoice (ID)
- Invoice Number
- Print Sales Invoice
- Document Layout (ID)
- Email Layout (ID)
- Send Email To Customer
- Sender Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- SubjectRequired
- Document TypeRequired
- Document Folder
- Document Category
- Account (ID)
- Contact (ID)
- Item (ID)
- Info on Document Attachment
- File Name
- Attachment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- CodeRequired
- DescriptionRequired
- Type
- Allow Costs In Sales
- Balance Side
- Balance Type
- Cost Center (Code)
- Cost Unit (Code)
- Search Code
- VAT (Code)
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. - DivisionRequired
- Create ModeRequired
- Invoice ModeRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- TypeRequired
- DescriptionRequired
- 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
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. - DivisionRequired
- 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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- 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
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. - DivisionRequired
- 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
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.- DivisionRequired
- DescriptionRequired
- CodeRequired
- Barcode
- Unit (Code)
- Cost Price Standard
- Cost Price Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DivisionRequired
- Invoice (ID)Required
- Document Layout
- Email Layout
- Send Email To Customer
- Sender Email Address
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. - DivisionRequired
- Cost Unit (ID)Required
- Description
- End Date
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 app - DivisionRequired
- Account Classification (ID)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- DivisionRequired
- User (ID)
- Full Name
- Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app- DivisionRequired
- TimestampRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Bank Entry
Finds a Bank Entry in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Cost Center
Finds a Cost Center in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - StatusRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find 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 app - Find Goods Receipt Line
Finds a Goods Receipt Line in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - DivisionRequired
- Item (ID)
- Code
- Barcode
- Description
- Note
ActionThis is an event a Zap performs.SearchFind existing data in your app- DivisionRequired
- Mail Message (ID)
- Output FieldsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- DivisionRequired
- Item (ID)
- Code
- Barcode
- Output Fields
- Skip Token
- Load All Results
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find 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 app - Find Opportunity
Finds an Opportunity in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - DivisionRequired
- Project (ID)
- Code
- Type
- Account (ID)
- Created
ActionThis is an event a Zap performs.SearchFind existing data in your app- DivisionRequired
- Project Classification (ID)
- Code
- Description
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Purchase Invoice
Finds a Purchase Invoice in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Purchase Order
Finds a Purchase Order in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - DivisionRequired
- Receivable (ID)
- Account (ID)
- End Date
- Invoice Number
- Status
- Modified Since
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Sales Order Line
Finds a Sales Order Line in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Sales Invoice
Finds a Sales Invoice in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - DivisionRequired
- Sales Order (ID)
- Order Number
- Ordered By (Account ID)
- Expand Account Details
- Order Date Filter
- Order Date (From)
- Order Date (Before)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find 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 app - Find Subscription
Finds a Subscription in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Warehouse Transfer
Finds a Warehouse Transfer in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - DivisionRequired
- 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
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
- Account (ID)Required
- First Name
- Middle Name
- Last Name
- Email address
- Phone
- Mobile
- Is Mailing Excluded
- Notes
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
- CodeRequired
- DescriptionRequired
- End Date
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- Find 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 found - DivisionRequired
- Project (ID)
- Code
- Type
- Account (ID)
- Created
- TypeRequired
- DescriptionRequired
- 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
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
- 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 FCRequired
- VAT (Code)
- Quantity
- From
- To
- Cost Center (Code)
- Cost Unit (Code)
- Description
- Project (ID)
- Serial Number
- Asset (ID)
- Notes
- VAT Amount FC
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
- 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)
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
- 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
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
- 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
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- Find 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 found - Include Activities
- Include Budget
- Include Description
- Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Customer CodeRequired
- CRM Sale code
- CRM Sale Name
- CRM Sale SchemeRequired
- CRM Sales Scheme PhaseRequired
- CRM Sale source
- Product Group
- Employee number
- First name
- Infix
- Last Name
- Percentage of this sale
- Value of this saleRequired
- CurrencyRequired
- Expected sale dateRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- CodeRequired
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- E-mail
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- StatusRequired
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Code
- State
- Start Date
- End Date
- Label
- Classification
- Customer Code
- Department Name
- Ledger Account
- Cost Center
- Cost Unit
- Currency
- Main Project Code
- External Approval Email
- External Approval Report Comment
- External Approval Weekly
- External Approval Reminder Days
- External Approval Language Code
- First Name
- Last Name
- Infix
- Project Role Name
- Employee Number
- Name
- Start Date
- Description
- End Date
- State
- Exclude Approval
- Type
- Is Billable
- Ledger Account
- Cost Center
- Cost Unit
- Activity Specify
- Note Required
- Link Project Employee
- Show Custom Fields
- Budget Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee NumberRequired
- Day of RegistrationsRequired
- Month of RegistrationsRequired
- Year of RegistrationsRequired
- Project code or ID
- State of periodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Number or Invoice IDRequired
- AmountRequired
- Fully PaidRequired
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Primary ContactRequired
- Customer Name
- Contact Name
- Keyword
ActionThis is an event a Zap performs.SearchFind existing data in your app- CRM Sale Code
- Customer of Relation Code
ActionThis is an event a Zap performs.SearchFind existing data in your app- CoC Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice Number or Invoice IDRequired
- PDF toevoegen
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project Code or Project IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- CodeRequired
- Level of detail
- NameRequired
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- E-mail
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- StatusRequired
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
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- VAT Number
- NameRequired
- CodeRequired
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- E-mail
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- StatusRequired
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
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- Project Code or Project IDRequired
- Name
- Code
- State
- Start Date
- End Date
- Label
- Classification
- Customer Code
- Department Name
- Ledger Account
- Cost Center
- Cost Unit
- Currency
- Main Project Code
- External Approval Email
- External Approval Report Comment
- External Approval Weekly
- External Approval Reminder Days
- External Approval Language Code
- First Name
- Last Name
- Infix
- Project Role Name
- Employee Number
- Name
- Start Date
- Description
- End Date
- State
- Exclude Approval
- Type
- Is Billable
- Ledger Account
- Cost Center
- Cost Unit
- Activity Specify
- Note Required
- Link Project Employee
- Show Custom Fields
- Budget Type
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
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
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 Yoobi 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.
Exact Online is a cloud-based accounting and ERP software tailored for SMEs, offering financial management, invoicing, and inventory tracking.
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