What actions can I run in Exact Online?

21 actions are available, including "Get Account", "Get Contact", and "Get Item", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Exact Online Integrations

Cloud accounting and ERP platform for invoices, accounts, contacts, and financial administration. Sync Exact Online invoices, payments, and ledgers with CRM, billing, and ops tools.

Explore Documentation

GDPR
Data Encryption
2FA
Local Data Region

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.
Update Sales InvoiceUpdates an existing sales invoice.

When to use Exact Online

Common scenarios where Exact Online automation saves time and reduces manual work.

Run "Get Account" in Exact Online from any upstream event — map fields once and let the automation handle the rest.
Automate "Get Contact" in Exact Online as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Combine "Get Item" from Exact Online with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

How to connect

Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.

Full API documentation

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

Connecting Exact Online to WEXTL®

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 `Redirect URI`: the Callback URL shown in this connection form.
Client SecretRequired	password	—
Region	select	—

Use in workflow automation

Start from Exact Online’s List Accounts step and wire it straight into the run — one node on the canvas, no glue script.

Add Delete Account as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 21 ready-made steps for finance work, and every run records what went in and what came back.

Exact Online workflow on the canvas: List Accounts then Delete Account

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.

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 Redirect URI: the Callback URL shown in this connection form.

Client SecretRequired

password

—

Region

select

—

Use in workflow automation

Start from Exact Online’s List Accounts step and wire it straight into the run — one node on the canvas, no glue script.

Add Delete Account as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 21 ready-made steps for finance work, and every run records what went in and what came back.

Exact Online Integrations

When to use Exact Online

How to connect

Use in workflow automation

Frequently asked questions

Exact Online Integrations

When to use Exact Online

How to connect

Connect Exact Online to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Exact Online to any app in workflows

Connect Exact Online to any app in workflows

Connect Exact Online to any app in workflows

Exact Online Integrations

Exact Online triggers and actions

When to use Exact Online

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Exact Online support?

What actions can I run in Exact Online?

Do I need to write code to automate this?

Is the integration secure?

Exact Online Integrations

Exact Online triggers and actions

When to use Exact Online

How to connect

Connect Exact Online to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Exact Online support?

What actions can I run in Exact Online?

Do I need to write code to automate this?

Is the integration secure?

Connect Exact Online to any app in workflows

Connect Exact Online to any app in workflows

Connect Exact Online to any app in workflows