Exact Online + Confluence Integration

Integrate Confluence to Exact Online in one click, or tell Integrately AI how you want each contact handled. Capture team updates, create contacts and accounts in Exact Online, log project details, and alert your team 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
  • Confluence
    Page or blog is posted in Confluence
Arrow Right
2.
  • Exact Online
    Search address by contact 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 bank account by account 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
  • Confluence
    Create page or blog post in Confluence

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Ready WorkflowsReady Workflows   for Exact Online + Confluence Integration

Capture new Confluence pages, create Exact Online contacts, update accounts, log projects, and notify your team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Confluence + Exact Online flow

Send team notifications to chat, back up documents in cloud storage, and sync your business data across your entire stack. Pick a combination and activate it in one click.

Exact Online
Confluence
+
SlackSlack (4)
+
Google DriveGoogle Drive (3)
+
Jira Software CloudJira Software Cloud (3)
+
TrelloTrello (3)
+
HubSpotHubSpot (3)
+
GmailGmail (3)
C
E
S
Add every new Confluence page as an Exact Online contact, and notify your team instantly on Slack
New Confluence pages instantly create contacts in Exact Online and alert your team in Slack, eliminating manual entry and communication gaps.
C
E
S
Log every new Confluence blog post as an Exact Online document, and alert your team in Slack
Every Confluence blog post creates a corresponding document in Exact Online and notifies your team on Slack, keeping records organized.
C
E
S
If a new Confluence page mentions a client update, create an account in Exact Online and notify your team in Slack
Client updates published in Confluence automatically create Exact Online accounts and alert your team on Slack for immediate action.
C
E
S
Use Claude to summarise every new Confluence page, create a corresponding contact in Exact Online, and post the brief in Slack
Claude summarises new Confluence pages, creates Exact Online contacts, and posts the brief to Slack automatically.

Supported triggers and actions for Exact Online and Confluence

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
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Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
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Search address by contact name in Exact Online
Searches for an address by contact 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
Try it →
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 bank account by account name in Exact Online
Searches for a bank account by 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
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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
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Create account in Exact Online
Creates an account
Try it →
Create contact in Exact Online
Creates an contact
Try it →
Confluence
Confluence Triggers & Actions
Page or blog is posted in Confluence
Triggers the automation when a new page or blog post is published
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Create page or blog post in Confluence
Generates a new page or blog post for user input
Try it →

What can you automate with Confluence + Exact Online?

Streamline your team collaboration and financial operations by automating routine data transfers between Confluence and Exact Online.

What you can automate?
📄
Create Exact Online contacts automatically from Confluence pages
Turn every new Confluence page or blog post into a structured contact or account in Exact Online without lifting a finger.
🏷️
Capture complete author and content details in every record
Map all available Confluence page metadata directly into Exact Online contact and document fields instead of just basic text.
🔔
Alert your team instantly when new pages are published
Send immediate notifications to team members or communication channels the moment content is posted in Confluence.
🔀
Route records differently based on submitted content
Apply conditional logic to create contacts in Exact Online or notify specific departments depending on keywords found in the Confluence page.
🔄
Keep Exact Online records synchronized as pages evolve
Update existing accounts, contacts, or documents in Exact Online whenever related Confluence pages or blogs are updated.
🔍
Search and update existing accounts instead of creating duplicates
Automatically check if an account exists in Exact Online by name before creating a new record, preventing duplicate entries.
⏱️
Manage follow-up actions when project milestones change
Trigger subsequent updates in Exact Online when project documentation in Confluence reaches specific completion milestones.
💬
Extend your workflow with Slack or Jira integration
Push Confluence publishing updates into Exact Online while simultaneously notifying your team on Slack or tracking issues in Jira.
And much more...

Who is Confluence + Exact Online integration for?

Connecting Confluence and Exact Online helps project managers, finance teams, and business owners eliminate manual data entry and keep operations synchronized across platforms.

Finance and accounting teams
Finance and accounting teams
Project managers
Project managers
Client success managers
Client success managers
Operations coordinators
Operations coordinators
Account executives
Account executives
Compliance officers
Compliance officers
📈
Finance and accounting teams
You're reviewing business metrics and customer data across platforms but your Exact Online records only update when someone manually copies details from Confluence, so the reports you're analysing against are always a few hours behind — with this integration, every new page lands in your system instantly and your data stays current.
📋
Project managers
You're coordinating team deliverables in Confluence but waiting on manual handoffs to create contacts and tasks in Exact Online, so project delays are discovered long after they happen — with this integration, every team update creates records automatically and your workflow moves without friction.
🤝
Client success managers
You're sharing project updates stored in Confluence while manually updating account records in Exact Online for client reviews, so communication gaps frequently frustrate stakeholders — with this integration, every published page keeps your client records perfectly aligned.
⚙️
Operations coordinators
You're managing a high volume of team documentation in Confluence and struggling to transfer every contact and document into Exact Online by hand, so administrative backlogs slow down your daily execution — with this integration, high-volume publishing flows straight into your financial platform without manual effort.
💼
Account executives
You're waiting for team members to finish documentation in Confluence before you can create client profiles in Exact Online, so follow-ups get delayed during the handoff — with this integration, every published page instantly triggers the next administrative step in your CRM.
🛡️
Compliance officers
You're auditing internal project records across Confluence and financial entries in Exact Online while finding missing document links, so compliance reviews become stressful manual investigations — with this integration, every team post creates a reliable audit trail across both platforms.
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 + Confluence

Build and manage your Exact Online + Confluence 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 + Confluence 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 Confluence to Exact Online?
Frequently Asked Questions
You can connect Confluence to Exact Online instantly using 1-click automation templates and Integrately AI on Integrately. Link your Confluence and Exact Online accounts alongside apps like Slack, Google Drive, or HubSpot to automate your workflows.
Can I automatically create Exact Online contacts when a new Confluence page is posted?
Frequently Asked Questions
Can I connect Confluence, Exact Online, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Confluence and Exact Online?
Frequently Asked Questions
How does Confluence handle page and blog publishing triggers?
Frequently Asked Questions
How do Exact Online contacts and accounts get created during automation?
Frequently Asked Questions
Is any coding required to set up Confluence and Exact Online integrations?
Frequently Asked Questions
Is the Confluence and Exact Online integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

Confluence
Popular Confluence Integrations
Connect Confluence with documentation, task management, and communication tools to streamline team collaboration.
Exact Online
Popular Exact Online Integrations
Sync Exact Online with invoicing, CRM, and reporting tools to keep your business financial data unified.