STEP 1
Select Exact Online in workflow
Pick Exact Online app in the workflow builder [4] - just one click to select the app.
Exact Online Integration
Cloud accounting and ERP platform for invoices, accounts, contacts, and financial administration. Sync Exact Online invoices, payments, and financial records with CRM, billing, and operations tools. When Get Account arrives, automatically continue with Get Contact or Get Item.
Free 3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Exact Online integration
Triggers can detect changes in Exact Online and run actions that can create, search or modify data inside Exact Online automatically [3] — exactly how you set them.
- Get AccountRetrieves a single account by ID.
- Get ContactRetrieves a single contact by ID.
- Get ItemRetrieves a single item by ID.
- Get Sales InvoiceRetrieves a single sales invoice by ID.
- List AccountsRetrieves a list of accounts.
- List ContactsRetrieves a list of contacts.
- List ItemsRetrieves a list of items.
- List Sales InvoiceRetrieves a list of sales invoices.
- Create AccountCreates a new account.
- Create ContactCreates a new contact.
- Create ItemCreates a new item.
- Create Sales InvoiceCreates a new sales invoice.
- Delete AccountDeletes an existing account by ID.
- Delete ContactDeletes an existing contact by ID.
- Delete ItemDeletes an existing item by ID.
- Delete Sales InvoiceDeletes an existing sales invoice by ID.
- Make an API CallPerforms an arbitrary authorized API call.
- Update AccountUpdates an existing account by ID.
- Update ContactUpdates an existing contact by ID.
- Update ItemUpdates an existing item by ID.
How to integrate Exact Online in automation workflow?
3 simple steps to make your Exact Online connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Exact Online
When prompted, authorize access to Exact Online in WEXTL once. Exact Online credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Exact Online account. Approve?
STEP 3
Build a workflow
Build your workflow with Exact Online yourself or with WEXTL® AI Builder. Connect Exact Online to any available integrations [5], or use HTTP node to go beyond them.
Exact Online
How Exact Online connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Exact Online app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Exact Online supports.
The following table illustrates what fields Exact Online integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Exact Online is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
Client IDRequired | text | Follow this instruction to get your Client ID and Client Secret: https://support.exactonline.com/community/s/knowledge-base#All-All-DNO-Content-oauth-eol-oauth-devstep1. Define the following |
Client SecretRequired | password | — |
Region | select | — |
Connect Exact Online to popular apps on WEXTL
Enter a name of the other app you want to sync with Exact Online below. Click on selected app to explore integration options with Exact Online. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Exact Online integration
Select List Accounts action from Exact Online - this will be a starting point in your automation. Whenever event happens in Exact Online, workflow will start [7] from List Accounts node.
Search for Delete Account, connect it as the next step of integration sequence. You can use filters between List Accounts and Delete Account, so only important data pass from List Accounts to the next step. WEXTL gives you full control over the process of Exact Online automation. All parts of workflow are visible on the canvas [4].
Exact Online on WEXTL has 21 modules for building finance automations. Explore Exact Online documentation for more.
Video slide demonstrates how List Accounts and Delete Account [6] nodes are used in Exact Online workflow.
Frequently asked questions
Common questions about automating Exact Online in your workflows.
Exact Online has no triggers, but it provides 21 actions including "Get Account", "Get Contact", and "Get Item". Pair them with triggers from other apps to automate Exact Online tasks.
Integration has 21 actions, including "Get Account", "Get Contact", and "Get Item", and more. Refer to our Exact Online Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Exact Online integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Exact Online official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Exact Online provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Exact Online or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Exact Online inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Exact Online modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Exact Online integration.
- Exact Online integration source code, module specs and credentials implementation.
- Internal Exact Online integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Exact Online vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Exact Online App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation