

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.
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Ready 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.
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.


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Slack (4)
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Google Drive (3)
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Jira Software Cloud (3)
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Trello (3)
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HubSpot (3)
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Gmail (3)
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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.
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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.
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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.
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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 Triggers & Actions
Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
Try it → 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
Try it → 
Confluence Triggers & Actions
Page or blog is posted in Confluence
Triggers the automation when a new page or blog post is published
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.
📄
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
Project managers
Client success managers
Operations coordinators
Account executives
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.

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
Connect Exact Online + Confluence with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Exact Online + Confluence Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Confluence to Exact Online?
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?
Can I connect Confluence, Exact Online, and Slack?
What is a good Zapier alternative for Confluence and Exact Online?
How does Confluence handle page and blog publishing triggers?
How do Exact Online contacts and accounts get created during automation?
Is any coding required to set up Confluence and Exact Online integrations?
Is the Confluence and Exact Online integration free?
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?
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