Exact Online + Airtable Integration

Integrate Airtable to Exact Online in one click, or tell Integrately AI how you want each record handled. Create contacts, update accounts, log items, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Exact Online
    Contact is created or updated in Exact Online Instant
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Airtable
    Record is created in view in Airtable
  • Airtable
    Record is created or updated in Airtable
  • Airtable
    Record is created in Airtable
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2.

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Ready WorkflowsReady Workflows   for Exact Online + Airtable Integration

Capture new records, create Exact Online contacts, keep accounts updated, sync items, and trigger follow-up tasks, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Airtable + Exact Online flow

Route your data to CRMs, notify your team in messaging apps, and keep finances synced across your stack. Pick a combination and activate it in one click.

Exact Online
Airtable
+
HubspotHubspot (3)
+
SalesforceSalesforce (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
AsanaAsana (3)
A
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Create an Exact Online contact and a HubSpot contact whenever a new record is created in Airtable
New Airtable records instantly create corresponding contacts in Exact Online and HubSpot without manual data entry.
A
E
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When a record is created in Airtable, create an Exact Online contact and create a follow-up task in HubSpot
Trigger Exact Online contact creation from Airtable records while opening a tracking task in HubSpot for your sales team.
A
E
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Update an Exact Online contact and log a deal in HubSpot whenever an Airtable record is updated
Keep Exact Online and HubSpot updated with the latest details whenever your Airtable records change.

Supported triggers and actions for Exact Online and Airtable

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
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Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
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Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
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Create document in Exact Online
Creates a new document
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Create project in Exact Online
Creates a new project
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Create item in Exact Online
Creates a new item
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Search account by name in Exact Online
Searches for an account by name
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Search address by contact name in Exact Online
Searches for an address by contact name
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Search bank account by account name in Exact Online
Searches for a bank account by name
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Search contact by first name in Exact Online
Searches for a contact by first name
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Search cost centre by code in Exact Online
Searches for a cost center by code
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Search cost unit by code in Exact Online
Searches for an item by code
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Search item by code in Exact Online
Searches for an item by code
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Create cost unit in Exact Online
Creates a new cost unit
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Delete account in Exact Online
Deletes an account
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Delete contact in Exact Online
Deletes a contact
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Update account in Exact Online
Updates an account
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Update contact in Exact Online
Updates a contact
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Update address in Exact Online
Updates an address
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Update cost center in Exact Online
Updates a cost center
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Update cost unit in Exact Online
Updates a cost unit
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Search document by accountName in Exact Online
Searches for documents by account name
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Create cost centre in Exact Online
Creates a new cost centre
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Create contact in Exact Online
Creates an contact
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Create account in Exact Online
Creates an account
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Create address in Exact Online
Creates a new address
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Create bank account in Exact Online
Creates a new bank account
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Airtable
Airtable Triggers & Actions
Record is created in view in Airtable
Triggers the automation when a record is created in a particular view within an app
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Record is created or updated in Airtable
Triggers the automation when a record is created or updated in the particular application
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Record is created in Airtable
Triggers the automation when a new record is created
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Get record by id in Airtable
Gets record details by id
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Search multiple records using filters in Airtable
Searches for multiple records according to the specifications
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Create record in Airtable
Generates a new record
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Update record in Airtable
Updates a record with new information
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Search record in Airtable
Searches for a record within a given database
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Search multiple records in Airtable
Searches for multiple records
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Delete record in Airtable
Deletes the particular record
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What can you automate with Airtable + Exact Online?

Streamline your workflows by connecting database records directly to your financial and accounting platform.

What you can automate?
🔄
Sync new Airtable records to Exact Online automatically
Create Exact Online contacts or accounts the moment a new record is created in Airtable, eliminating manual copy-pasting between your database and financial software.
📝
Capture every submitted field across your records
Map complex multi-field Airtable records directly into corresponding Exact Online documents and fields, ensuring no customer detail or line item gets left behind.
🔔
Notify your team the moment a financial record updates
Alert team members instantly via messaging apps whenever a new account or contact is created or updated across your connected platforms.
🔀
Route records based on specific field criteria
Send records to different Exact Online projects or cost centres depending on specific values submitted in your Airtable database fields.
🔄
Keep destination accounts and contacts synchronized
Update existing Exact Online contacts and accounts automatically whenever corresponding records are modified or updated in Airtable.
🛡️
Prevent duplicates with smart search and update flows
Search existing records and accounts before creating new entries, ensuring your Exact Online platform stays clean and free of duplicate profiles.
📋
Handle later status changes and project updates
Manage project lifecycle events and cost updates in Exact Online automatically as your Airtable tracking states change over time.
🔌
Extend your workflow to messaging and CRM tools
Connect your Airtable and Exact Online data flow to additional apps like Slack or HubSpot to trigger automated follow-ups and notifications.
And much more...

Who is Airtable + Exact Online integration for?

Connecting Airtable to Exact Online helps finance teams, project managers, and business owners eliminate manual data entry and keep financial records perfectly synchronized.

Finance managers
Finance managers
Operations directors
Operations directors
Project coordinators
Project coordinators
Sales operations teams
Sales operations teams
Account managers
Account managers
Data administrators
Data administrators
📈
Finance managers
You're reviewing financial entries in Exact Online but tracking project details in Airtable, so the numbers you reconcile never quite match up without hours of manual checking — this integration means every new record flows straight into your financial workspace and your data stays accurate.
Operations directors
You need to act fast on new client accounts, but you find out about them too late because details take hours to move between Airtable and Exact Online — with this integration, every account and contact syncs instantly so your team can move immediately.
📋
Project coordinators
You answer to clients who want to see live progress updates, but manual data transfers leave gaps in your reporting timelines — this integration means your project records and financial accounts update simultaneously without extra effort.
📈
Sales operations teams
The volume of new customer records is too high for anyone to keep up by hand, leading to missed entries in Exact Online and unorganized bases in Airtable — with this integration, every submission processes automatically as your volume scales.
🤝
Account managers
You own the client onboarding step and depend on someone upstream to hand over details, but information gets stuck between your database and billing software — this integration means every account handoff happens the moment the record is created.
🗂️
Data administrators
You need a reliable history of customer records, but keep finding missing entries and mismatched fields between your systems — this integration means every database update is captured accurately in your financial platform.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Exact Online + Airtable

Build and manage your Exact Online + Airtable automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Exact Online + Airtable with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Airtable to Exact Online?
Frequently Asked Questions
You can connect Airtable to Exact Online in 1 click using ready workflows or by using Integrately AI to set up your automation alongside tools like Slack, Gmail, and HubSpot.
Can I automatically create Exact Online contacts from new Airtable records?
Frequently Asked Questions
Can I connect Airtable, Exact Online, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Airtable and Exact Online?
Frequently Asked Questions
How does Airtable handle record creation for this integration?
Frequently Asked Questions
How does Exact Online process contact updates from Airtable?
Frequently Asked Questions
Do I need coding skills to automate Airtable and Exact Online?
Frequently Asked Questions
Is the Airtable and Exact Online integration free?
Frequently Asked Questions
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Sync Exact Online with CRM, payment, and invoicing tools to streamline your financial operations.