Integrate Exact Online with Retently
Trigger NPS/CSAT surveys after invoice generation or payment completion, sync customer financial profiles with Retently to maintain updated contact information, and use feedback scores to improve financial service offerings.
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About Exact Online
Exact Online offers cloud-based accounting and ERP solutions for small and medium-sized enterprises, providing functionalities for financial management, invoicing, and inventory tracking.
Exact Online to Retently
New or Updated Account
Triggers when an account is created or updated.New or Updated Bank Entry
Triggers when a bank entry is created or updated.New or Updated Goods Delivery
Triggers when a goods delivery is created or updated.New Mail Message Sent
Triggers when a new mail message is sent.New or Updated Project Time Transaction
Triggers when a project time transaction is created or updated.New or Updated Purchase Order
Triggers when a new purchase order is created or updated.New or Updated Sales Entry
Triggers when a new sales entry is created or updated.New or Updated Sales Order
Triggers when a new sales order is created or updated.New or Updated Bank Account
Triggers when a bank account is created or updated.New or Updated Contact
Triggers when a contact is created or updated.New or Updated Item
Triggers when an item is created or updated.New or Updated Opportunity
Triggers when an opportunity is created or updated.New or Updated Purchase Entry
Triggers when a purchase entry is created or updated.New or Updated Quotation
Triggers when a quotation is created or updated.New or Updated Sales Invoice
Triggers when a sales invoice is created or updated.New or Updated Subscription
Triggers when a subscription is created or updated.
Retently to Exact Online
Create Purchase Entry
Creates a purchase entry in Exact Online.Create Account
Creates an account in Exact Online.Create Bank Account
Creates a bank account in Exact Online.Create Bill of Material (Bom) Material
Creates a bill of material (BOM) material.Create Contact
Creates a new contact in Exact Online.Create Cost Unit
Creates a cost unit in Exact Online.Create Document Attachment
Creates a document attachment in Exact Online.Create Goods Delivery
Creates a goods delivery in Exact Online.Create Opportunity
Creates an opportunity in Exact Online.Create Project Classification
Creates a project classification in Exact Online.Create Purchase Order
Creates a purchase order in Exact Online.Create Sales Invoice
Creates a sales invoice in Exact Online.Create Sales Entry
Creates a sales entry in Exact Online.Create Sales Order
Creates a sales order in Exact Online.Create Subscription
Creates a subscription in Exact Online.Delete Account
Deletes an account in Exact Online.Delete Sales Invoice
Deletes a sales invoice in Exact Online.Delete Sales Order
Deletes a sales order in Exact Online.Delete Subscription
Deletes a subscription in Exact Online.Delete Webhook Subscription
Deletes a webhook subscription.Create Item
Creates a new item in Exact Online.Send Sales Invoice
Sends a sales invoice in Exact Online.Update Address
Updates an address in Exact Online.Update Contact
Updates a contact in Exact Online.Update Cost Unit
Updates a cost unit in Exact Online.Update Purchase Order
Updates a purchase order in Exact Online.Update Sales Order
Updates a sales order in Exact Online.Find Account
Finds an account in Exact Online.Find Bank Account
Finds a bank account in Exact Online.Find Contact
Finds a contact in Exact Online.Find Cost Unit
Finds a cost unit in Exact Online.Find General Ledger Account
Finds a general ledger account in Exact Online.Find Item
Finds an item in Exact Online.Find Opportunity
Finds an opportunity in Exact Online.Find Project Time Transaction
Finds a project time transaction in Exact Online.Find Purchase Order
Finds a purchase order in Exact Online.Find Receivable
Finds a receivable in Exact Online.Find Sales Order Line
Finds a sales order line in Exact Online.Find Sales Invoice
Finds a sales invoice in Exact Online.Find Sales Order
Finds a sales order in Exact Online.Find Sales Price List Volume Discount
Finds sales price list volume discounts in Exact Online.Find Warehouse Transfer
Finds a warehouse transfer in Exact Online.Find or Create Address
Finds an address in Exact Online.Find or Create Contact
Finds a contact in Exact Online.Find or Create Cost Unit
Finds a cost unit in Exact Online.Find or Create Item
Finds an item in Exact Online.Find or Create Quotation
Finds a quotation in Exact Online.Find or Create Sales Order Line
Finds a sales order line in Exact Online.Find or Create Sales Order
Finds a sales order in Exact Online.Find or Create Warehouse Transfer
Finds a warehouse transfer in Exact Online.Create Warehouse Transfer
Creates a warehouse transfer in Exact Online.Create Address
Creates an address in Exact Online.Create Bank Entry
Creates a bank entry in Exact Online.Create Cash Entry
Creates a cash entry in Exact Online.Create Cost Center
Creates a cost center in Exact Online.Create Document
Creates a document in Exact Online.Create General Journey Entry
Creates a general journey entry in Exact Online.Create Sales Invoice From Sales Order
Creates a sales invoice from a sales order in Exact Online.Create Project
Creates a project in Exact Online.Create Purchase Invoice
Creates a purchase invoice in Exact Online.Create Quotation
Creates a quotation in Exact Online.Create Sales Invoice Line
Creates a sales invoice line in Exact Online.Create Sales Item Price
Creates a sales item price in Exact Online.Create Sales Order Line
Creates a sales order line in Exact Online.Create WBS Activity
Creates a WBS activity in Exact Online.Delete Contact
Deletes a contact in Exact Online.Delete Sales Invoice Line
Deletes a sales invoice line in Exact Online.Delete Sales Order Line
Deletes a sales order line in Exact Online.Delete Subscription Line
Deletes a subscription line in Exact Online.Download Document
Downloads a document from Exact Online.Send Sales Order
Sends a sales order in Exact Online.Update Account
Updates an account in Exact Online.Update Bank Account
Updates a bank account in Exact Online.Update Cost Center
Updates a cost center in Exact Online.Update Opportunity
Updates an opportunity in Exact Online.Update Sales Order Line
Updates a sales order line in Exact Online.Find Profit Loss Overview
Finds the profit loss overview in Exact Online.Find Address
Finds an address in Exact Online.Find Bank Entry
Finds a bank entry in Exact Online.Find Cost Center
Finds a cost center in Exact Online.Find Document
Finds a document in Exact Online.Find Goods Delivery
Finds a goods delivery in Exact Online.Find Mail Message Sent
Finds a sent mail message in Exact Online.Find Payment
Finds a payment in Exact Online.Find Purchase Entry
Finds a purchase entry in Exact Online.Find Quotation
Finds a quotation in Exact Online.Find Sales Entry
Finds a sales entry in Exact Online.Find Sales Price List
Finds a sales price lists in Exact Online.Find Sales Item Price
Finds a sales item price in Exact Online.Find Sales Price List Linked Account
Finds a sales price list linked account in Exact Online.Find Subscription
Finds a subscription in Exact Online.Find or Create an Account
Finds an account in Exact Online.Find or Create Bank Account
Finds a bank account in Exact Online.Find or Create Cost Center
Finds a cost center in Exact Online.Find or Create Goods Delivery
Finds a goods delivery in Exact Online.Find or Create Purchase Entry
Finds a purchase entry in Exact Online.Find or Create Sales Entry
Finds a sales entry in Exact Online.Find or Create Sales Invoice
Finds a sales invoice in Exact Online.Find or Create Subscription
Finds a subscription in Exact Online.Related blog posts
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