Exact Online + Concord Integration

Connect Exact Online to Concord in 1 click

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Popular Exact Online + Concord Workflows

Create Exact Online contact from new Concord company

If you have created a company in Concord, it's important to create a contact in Exact Online. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

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Create Exact Online contact for new Concord contact

In order to keep your accounting and customer records in sync, when you create a contact in Concord, this automation will automatically create a contact in Exact Online.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Concord and Exact Online!

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Create Your Own Exact Online & Concord Integration Without Any Code

Create Custom Workflow

Contact is created in Concord Instant
Company is created in Concord Instant
Deal status is changed in Concord Instant
Deal is created in Concord Instant
Deal stage is changed in Concord Instant
Stage is created in Concord
Note is created in Concord
User is created in Concord
Call is created in Concord
Product is created in Concord
Activity is created in Concord
Pipeline is created in Concord
Document is created in Concord
Document status is changed in Concord Instant

Search cost centre by code in Exact Online
Create bank account in Exact Online
Create cost centre in Exact Online
Create cost unit in Exact Online
Create address in Exact Online
Create account in Exact Online
Create contact in Exact Online
Create project in Exact Online
Create item in Exact Online
Search account by name in Exact Online
Search address by contact name in Exact Online
Search bank account by account name in Exact Online
Search contact by first name in Exact Online
Search cost unit by code in Exact Online
Search item by code in Exact Online
Delete account in Exact Online
Search document by accountName in Exact Online
Update cost unit in Exact Online
Update cost center in Exact Online
Update address in Exact Online
Update contact in Exact Online
Update account in Exact Online
Delete contact in Exact Online
Create document in Exact Online
Create contact in Concord
Search contact in Concord
Update contact in Concord
Delete contact in Concord
Create note in Concord
Update note in Concord
Search note in Concord
Delete note in Concord
Create stage in Concord
Update stage in Concord
Search stage in Concord
Delete stage in Concord
Create company in Concord
Search company in Concord
Update company in Concord
Delete company in Concord
Create deal in Concord
Search deal in Concord
Update deal in Concord
Delete deal in Concord
Create user in Concord
Search user in Concord
Update user in Concord
Delete user in Concord
Create call in Concord
Search call in Concord
Update call in Concord
Delete call in Concord
Create product in Concord
Search product in Concord
Update product in Concord
Delete product in Concord
Create activity in Concord
Search activity in Concord
Update activity in Concord
Delete activity in Concord
Create pipeline in Concord
Search pipeline in Concord
Update pipeline in Concord
Delete pipeline in Concord
Search document in Concord
Delete document in Concord

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You Can Also Connect Exact Online or Concord With 1200+ Other Apps

Exact Online offers comprehensive business software solutions, integrating accounting, CRM, and project management to streamline your operations. Optimize your business processes with Exact Online's all-in-one platform.

See Exact Online Integrations

Concord CRM is a self-hosted deal management CRM that helps close deals faster with customizable pipeline management and tailored win probabilities. Easy-to-use, affordable, it is the perfect solution for streamlining your sales process.

See Concord Integrations