Exact Online + Chatbot Integration

Integrate Chatbot to Exact Online in one click, or tell Integrately AI how you want each contact handled. Create contacts, add accounts, search documents, and update cost centres automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Contact is created or updated in Exact Online Instant
  • Chatbot
    Message is received in Chatbot Instant
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2.
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create contact in Exact Online

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Ready Workflows Ready Workflows for Chatbot + Exact Online Integration

Capture messages, create contacts, add accounts, search documents, update cost centres, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Chatbot + Exact Online flow

Automate customer handoffs, alert team channels, and sync records across your entire stack. Pick a combination and activate it in one click.

Exact Online
Chatbot
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HubSpotHubSpot (8)
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SlackSlack (8)
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SalesforceSalesforce (8)
+
Google DriveGoogle Drive (8)
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GmailGmail (8)
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StripeStripe (8)
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Create an Exact Online contact when a message is received in Chatbot, and add the contact in HubSpot.
New Chatbot messages instantly create an Exact Online contact and add a corresponding contact in HubSpot, eliminating manual data entry across your systems.
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Create an Exact Online contact when a message is received in Chatbot, and create a follow-up task in HubSpot.
Incoming Chatbot messages create an Exact Online contact and open a follow-up task in HubSpot, ensuring every enquiry receives prompt attention.
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When a message is received in Chatbot, update the Exact Online contact and update the contact record in HubSpot.
Chatbot message updates automatically refresh Exact Online contact records and update corresponding contacts in HubSpot.
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Create an Exact Online account when a message is received in Chatbot, and open a deal task in HubSpot.
New Chatbot enquiries establish an Exact Online account and trigger a new deal task in HubSpot automatically.
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If a message received in Chatbot indicates enterprise tier, create an Exact Online account and create a priority contact in HubSpot.
Enterprise tier messages received in Chatbot create an Exact Online account and priority contact in HubSpot instantly.
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When a message is received in Chatbot after project setup, update the Exact Online cost centre and update the HubSpot contact stage.
Post-setup Chatbot messages update Exact Online cost centres and advance contact stages in HubSpot automatically.
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Use Claude to analyse message intent when a message is received in Chatbot, create an Exact Online document, and log a note in HubSpot.
Claude analyses incoming Chatbot messages to create structured Exact Online documents and log notes in HubSpot.
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Create an Exact Online contact when a message is received in Chatbot, log it in HubSpot, and notify your team on Slack.
New Chatbot messages create Exact Online contacts, update HubSpot records, and alert your team instantly on Slack.

Supported triggers and actions for Exact Online and Chatbot

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Item is created or updated in Exact Online
Triggers the automation when an item 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
Try it →
Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
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Search bank account by account name in Exact Online
Searches for a bank account by name
Try it →
Search document by accountName in Exact Online
Searches for documents by account name
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Update cost unit in Exact Online
Updates a cost unit
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Update cost center in Exact Online
Updates a cost center
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Update address in Exact Online
Updates an address
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Update contact in Exact Online
Updates a contact
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Update account in Exact Online
Updates an account
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Delete contact in Exact Online
Deletes a contact
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Delete account in Exact Online
Deletes an account
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Create document in Exact Online
Creates a new document
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Search item by code in Exact Online
Searches for an item by code
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Search cost unit by code in Exact Online
Searches for an item by code
Try it →
Search cost centre by code in Exact Online
Searches for a cost center by code
Try it →
Search contact by first name in Exact Online
Searches for a contact by first name
Try it →
Search address by contact name in Exact Online
Searches for an address by contact name
Try it →
Search account by name in Exact Online
Searches for an account by name
Try it →
Create item in Exact Online
Creates a new item
Try it →
Create project in Exact Online
Creates a new project
Try it →
Create cost unit in Exact Online
Creates a new cost unit
Try it →
Create cost centre in Exact Online
Creates a new cost centre
Try it →
Create bank account in Exact Online
Creates a new bank account
Try it →
Create address in Exact Online
Creates a new address
Try it →
Create account in Exact Online
Creates an account
Try it →
Create contact in Exact Online
Creates an contact
Try it →
Chatbot
Chatbot Triggers & Actions
Instant
Message is received in Chatbot
Triggers the automation when a new message is received
Try it →
No action is available

What can you automate with Chatbot + Exact Online?

Streamline your customer interactions and financial accounting by connecting chat triggers to robust database actions.

What you can automate?
💬
Create Exact Online contacts from Chatbot messages automatically
Turn every incoming message received in Chatbot into a structured contact record in Exact Online instantly. Eliminate manual copying and ensure no customer enquiry is ever missed.
📋
Capture every detail from chat messages
Extract complete message payloads from Chatbot and map every submitted field directly into Exact Online contact or account fields. Preserve full context for your team.
🔔
Alert your team the moment a message arrives
Send instant notifications to the right team members as soon as a new message is received in Chatbot and recorded in Exact Online.
🔀
Route enquiries based on submitted message content
Evaluate specific fields submitted in Chatbot messages to update different Exact Online cost centres, accounts, or contacts dynamically.
🔄
Keep Exact Online records updated as chats evolve
Automatically update Exact Online contacts, accounts, or cost units whenever follow-up messages are received in Chatbot.
🔍
Upsert records to prevent duplicate contacts
Search existing Exact Online accounts and contacts before creating new ones, updating records if they already exist to keep your database clean.
⚙️
Manage status updates and cost centres
Update Exact Online cost centres, addresses, or documents when customer status changes or project milestones are reached.
🔗
Connect your chat and accounting flow to HubSpot
Extend your Chatbot and Exact Online automation to HubSpot to create deals, sync contacts, and align your entire customer lifecycle.
And much more...

Who is Chatbot + Exact Online integration for?

Connecting Chatbot to Exact Online helps support teams, finance managers, and account representatives eliminate manual data entry and keep records synchronised.

Finance Managers
Finance Managers
Support Team Leads
Support Team Leads
Client Success Directors
Client Success Directors
Customer Support Agents
Customer Support Agents
Account Executives
Account Executives
Operations Managers
Operations Managers
📊
Finance Managers
You're reviewing Exact Online records to track incoming enquiries from Chatbot, but manual entry delays mean your financial reports are always hours out of date — this integration means every message instantly updates your accounts and your reporting stays accurate.
Support Team Leads
You manage customer requests coming through Chatbot, but finding out about urgent issues too late damages client trust — connecting these apps means every new enquiry triggers immediate account updates so your team acts instantly.
🤝
Client Success Directors
You need to demonstrate rapid response times to stakeholders based on Chatbot interactions, but scattered records lead to missing updates — automating both apps means client files are updated instantly and reporting progress is effortless.
💬
Customer Support Agents
You're handling high volumes of Chatbot messages while manually creating Exact Online contacts, but the sheer load causes backlog errors — with this integration, every incoming message populates your records automatically without manual intervention.
💼
Account Executives
You depend on Chatbot interactions to initiate Exact Online billing setup, but delayed handoffs stall the sales pipeline — this integration means every qualified chat instantly triggers downstream account creation so you take over without delay.
📋
Operations Managers
You rely on historical records linking Chatbot conversations to Exact Online entries, but manual logging creates constant gaps in audit trails — automating both apps means every interaction is logged permanently and your history remains complete.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Exact Online + Chatbot

Build and manage your Exact Online + Chatbot 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 + Chatbot 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Chatbot to Exact Online?
Frequently Asked Questions
Connecting Chatbot to Exact Online is simple and requires zero coding. You can use 1-click ready workflows or Integrately AI to connect Chatbot, Exact Online, and apps like HubSpot, Slack, and Google Drive in minutes.
Can I automatically create Exact Online contacts from Chatbot messages?
Frequently Asked Questions
Can I connect Chatbot, Exact Online, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Chatbot and Exact Online?
Frequently Asked Questions
How does Chatbot handle incoming message data during integration?
Frequently Asked Questions
What Exact Online actions are available in this integration?
Frequently Asked Questions
Do I need coding skills to automate Chatbot and Exact Online?
Frequently Asked Questions
Is the Chatbot and Exact Online integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Chatbot or Exact Online With 1500+ Other Apps

Chatbot
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Exact Online
Popular Exact Online Integrations
Sync Exact Online with invoicing, project management, and reporting tools to keep your financial operations connected.