Exact Online + Copilot Integration

Integrate Copilot to Exact Online in one click, or tell Integrately AI how you want each client handled. Sync client details, update your accounts, create projects, and track financial records automatically.

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1.
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Exact Online
    Contact is created or updated in Exact Online Instant
  • Copilot
    Payment is succeed in Copilot Instant
  • Copilot
    Client is created in Copilot Instant
  • Copilot
    Client is updated in Copilot Instant
  • Copilot
    Client is deleted in Copilot Instant
  • Copilot
    Client is activated in Copilot Instant
  • Copilot
    Client custom Field is updated in Copilot Instant
  • Copilot
    Company is created in Copilot Instant
  • Copilot
    Company is updated in Copilot Instant
  • Copilot
    Company is deleted in Copilot Instant
  • Copilot
    Contract is requested in Copilot Instant
  • Copilot
    Contract is signed in Copilot Instant
  • Copilot
    File is created in Copilot Instant
  • Copilot
    File is updated in Copilot Instant
  • Copilot
    File is deleted in Copilot Instant
  • Copilot
    Folder is created in Copilot Instant
  • Copilot
    Folder is updated in Copilot Instant
  • Copilot
    Folder is deleted in Copilot Instant
  • Copilot
    Form response is completed in Copilot Instant
  • Copilot
    Internal user is created in Copilot Instant
  • Copilot
    Internal user is deleted in Copilot Instant
  • Copilot
    Invoice is created in Copilot Instant
  • Copilot
    Invoice is updated in Copilot Instant
  • Copilot
    Invoice is deleted in Copilot Instant
  • Copilot
    Invoice is sent in Copilot Instant
  • Copilot
    Invoice is paid in Copilot Instant
  • Copilot
    Invoice is voided in Copilot Instant
  • Copilot
    Message channel is created in Copilot Instant
  • Copilot
    Message is sent in Copilot Instant
  • Copilot
    Note is created in Copilot Instant
  • Copilot
    Note is updated in Copilot Instant
  • Copilot
    Note is deleted in Copilot Instant
  • Copilot
    Notification is created in Copilot Instant
  • Copilot
    Price is created in Copilot Instant
  • Copilot
    Product is created in Copilot Instant
  • Copilot
    Product is updated in Copilot Instant
  • Copilot
    Task is created in Copilot Instant
  • Copilot
    Task is updated in Copilot Instant
  • Copilot
    Task is archived in Copilot Instant
  • Copilot
    Task is deleted in Copilot Instant
  • Copilot
    Task is completed in Copilot Instant
  • Copilot
    Payment is failed in Copilot Instant
  • Copilot
    Link is created in Copilot Instant
  • Copilot
    Link is updated in Copilot Instant
  • Copilot
    Link is deleted in Copilot Instant
  • Copilot
    Subscription is created in Copilot Instant
  • Copilot
    Subscription is canceled in Copilot Instant
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2.
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Exact Online
    Search account by name 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 address by contact name in Exact Online
  • Exact Online
    Update address 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
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Copilot
    Create contract in Copilot
  • Copilot
    Create client in Copilot
  • Copilot
    Search client in Copilot
  • Copilot
    Update client in Copilot
  • Copilot
    Delete client in Copilot
  • Copilot
    Create company in Copilot
  • Copilot
    Search company in Copilot
  • Copilot
    Update company in Copilot
  • Copilot
    Delete company in Copilot
  • Copilot
    Create note in Copilot
  • Copilot
    Create task in Copilot
  • Copilot
    Create folder in Copilot
  • Copilot
    Create link in Copilot
  • Copilot
    Create file channel in Copilot
  • Copilot
    Request form responses from client in Copilot
  • Copilot
    Create message channel in Copilot
  • Copilot
    Create message in Copilot
  • Copilot
    Create invoice in Copilot
  • Copilot
    Create subscription in Copilot
  • Copilot
    Create file in Copilot

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Ready Workflows Ready Workflows for Copilot + Exact Online Integration

Capture clients, sync account records, update financial details, and track project information, all in just one click.

Most popular automationmost-popular-automations
Exact Online + Copilot Integration

Create Copilot task for new Exact Online contact

If you're using Exact Online and Copilot to manage your work, you'll want to make sure that contact-creation task are automatically created in Copilot. That way, you can easily keep track of who owes you what and when they're supposed to pay!
Activate
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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 Copilot + Exact Online flow

Bring your payment gateways, CRMs, team chat, and file storage into the automation loop to handle end-to-end business operations. Pick a combination and activate it in one click.

Exact Online
Copilot
+
StripeStripe (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
CalendlyCalendly (4)
+
GmailGmail (4)
C
E
S
When a payment succeeds in Copilot, create a matching account in Exact Online and record the customer in Stripe.
Successful payments in Copilot instantly update your accounts in Exact Online and register customers in Stripe without manual data entry.
C
E
S
When an invoice is paid in Copilot, update the Exact Online account and create an invoice in Stripe.
Paid Copilot invoices trigger immediate record updates in Exact Online and generate matching invoices in Stripe.
C
E
S
When a subscription is created in Copilot, create an account in Exact Online and add a subscription in Stripe.
New Copilot subscriptions automatically establish client accounts in Exact Online and set up recurring billing in Stripe.
C
E
S
When a Copilot client is created, search the account in Exact Online and create a customer in Stripe.
New Copilot clients are checked against Exact Online records and automatically registered as customers in Stripe.

Supported triggers and actions for Exact Online and Copilot

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
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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Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
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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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Search account by name in Exact Online
Searches for an account by name
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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
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Search cost centre by code in Exact Online
Searches for a cost center by code
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Search contact by first name in Exact Online
Searches for a contact by first 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 address by contact name in Exact Online
Searches for an address by contact name
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Update address in Exact Online
Updates an address
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Create item in Exact Online
Creates a new item
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Create project in Exact Online
Creates a new project
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Create cost unit in Exact Online
Creates a new cost unit
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Create cost centre in Exact Online
Creates a new cost centre
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Create bank account in Exact Online
Creates a new bank account
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Create address in Exact Online
Creates a new address
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Create account in Exact Online
Creates an account
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Create contact in Exact Online
Creates an contact
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Update cost center in Exact Online
Updates a cost center
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Update contact in Exact Online
Updates a contact
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Copilot
Copilot Triggers & Actions
Instant
Payment is succeed in Copilot
Triggers the automation when a payment is successful
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Instant
Client is created in Copilot
Triggers the automation when a new client is created
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Instant
Client is updated in Copilot
Triggers the automation when a client details are updated
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Instant
Client is deleted in Copilot
Triggers the automation when a client is deleted
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Instant
Client is activated in Copilot
Triggers the automation when a client is activated
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Instant
Client custom Field is updated in Copilot
Triggers the automation when a custom field for a client is updated
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Instant
Company is created in Copilot
Triggers the automation when a new company is created
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Instant
Company is updated in Copilot
Triggers the automation when a company details are updated
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Instant
Company is deleted in Copilot
Triggers the automation when a company is deleted
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Instant
Contract is requested in Copilot
Triggers the automation when a contract is requested
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Instant
Contract is signed in Copilot
Triggers the automation when a contract is signed
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Instant
File is created in Copilot
Triggers the automation when a new file is created
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Instant
File is updated in Copilot
Triggers the automation when a file is updated
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Instant
File is deleted in Copilot
Triggers the automation when a file is deleted
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Instant
Folder is created in Copilot
Triggers the automation when a new folder is created
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Instant
Folder is updated in Copilot
Triggers the automation when a folder is updated
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Instant
Folder is deleted in Copilot
Triggers the automation when a folder is deleted
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Instant
Form response is completed in Copilot
Triggers the automation when a form response is completed
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Instant
Internal user is created in Copilot
Triggers the automation when a new internal user is created
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Instant
Internal user is deleted in Copilot
Triggers the automation when an internal user is deleted
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Instant
Invoice is created in Copilot
Triggers the automation when an invoice is created
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Instant
Invoice is updated in Copilot
Triggers the automation when an invoice is updated
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Instant
Invoice is deleted in Copilot
Triggers the automation when an invoice is deleted
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Instant
Invoice is sent in Copilot
Triggers the automation when an invoice is sent
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Instant
Invoice is paid in Copilot
Triggers the automation when an invoice is paid
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Instant
Invoice is voided in Copilot
Triggers the automation when an invoice is voided
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Instant
Message channel is created in Copilot
Triggers the automation when a new message channel is created
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Instant
Message is sent in Copilot
Triggers the automation when a message is sent
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Instant
Note is created in Copilot
Triggers the automation when a note is created
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Instant
Note is updated in Copilot
Triggers the automation when a note is updated
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Instant
Note is deleted in Copilot
Triggers the automation when a note is deleted
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Instant
Notification is created in Copilot
Triggers the automation when a notification is created
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Instant
Price is created in Copilot
Triggers the automation when a price is created
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Instant
Product is created in Copilot
Triggers the automation when a product is created
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Instant
Product is updated in Copilot
Triggers the automation when a product is updated
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Instant
Task is created in Copilot
Triggers the automation when a task is created
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Instant
Task is updated in Copilot
Triggers the automation when a task is updated
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Instant
Task is archived in Copilot
Triggers the automation when a task is archived
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Instant
Task is deleted in Copilot
Triggers the automation when a task is deleted
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Instant
Task is completed in Copilot
Triggers the automation when a task is completed
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Instant
Payment is failed in Copilot
Triggers the automation when a payment fails
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Instant
Link is created in Copilot
Triggers the automation when a new link is created
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Instant
Link is updated in Copilot
Triggers the automation when a link is updated
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Instant
Link is deleted in Copilot
Triggers the automation when a link is deleted
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Instant
Subscription is created in Copilot
Triggers the automation when a subscription is created
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Instant
Subscription is canceled in Copilot
Triggers the automation when a subscription is canceled
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Create contract in Copilot
Creates a new contract
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Create client in Copilot
Creates a new client
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Search client in Copilot
Searches for a client
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Update client in Copilot
Updates client details
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Delete client in Copilot
Deletes a client
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Create company in Copilot
Creates a new company
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Search company in Copilot
Searches for a company
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Update company in Copilot
Updates company details
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Delete company in Copilot
Deletes a company
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Create note in Copilot
Creates a new note
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Create task in Copilot
Creates a new task
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Create folder in Copilot
Creates a new folder
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Create link in Copilot
Creates a new link
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Create file channel in Copilot
Creates a new file channel
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Request form responses from client in Copilot
Requests form responses from a client
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Create message channel in Copilot
Creates a new message channel
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Create message in Copilot
Creates a new message
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Create invoice in Copilot
Creates a new invoice
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Create subscription in Copilot
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Create file in Copilot
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What can you automate with Copilot + Exact Online?

Streamline client onboarding, synchronise accounting records, and eliminate repetitive administrative work between Copilot and Exact Online.

What you can automate?
⚡
Sync new clients instantly to accounting records
Automatically create matching accounts in Exact Online the moment a new client profile is established in Copilot. Eliminate manual data transfer and keep client databases perfectly aligned.
🧾
Keep invoicing and financial data up to date
Map Copilot invoice creation, payment success, and subscription updates directly into Exact Online account records. Ensure your financial ledgers reflect real-time business activity.
🔔
Notify team channels about client onboarding milestones
Trigger instant team notifications in Slack or email alerts in Gmail whenever a client signs a contract, completes a form, or makes a payment in Copilot.
🔀
Route records based on subscription tiers
Apply conditional logic to handle enterprise clients differently from standard accounts, updating specific cost centres or creating tailored project structures in Exact Online.
📁
Archive signed contracts and uploaded files securely
Automatically generate Exact Online document records and store backup PDF files in Google Drive whenever new agreements or files are created in Copilot.
🔍
Search and update existing accounts effortlessly
Prevent duplicate records by searching existing account names in Exact Online before updating contact details or financial parameters from Copilot events.
⚠️
Handle payment failures and subscription cancellations
Instantly update account statuses in Exact Online and notify finance channels when Copilot subscriptions are canceled or payments fail.
📅
Automate scheduling and discovery meetings
Trigger Calendly calendar invitations or follow-up email sequences in Gmail immediately after a new client account is established in Copilot and Exact Online.
And much more...

Who is Copilot + Exact Online integration for?

Service businesses, finance teams, and account managers connect Copilot and Exact Online to eliminate manual data entry, streamline client onboarding, and keep financial ledgers perfectly synchronised.

Financial Controllers
Financial Controllers
Operations Managers
Operations Managers
Account Executives
Account Executives
Agency Owners
Agency Owners
Project Coordinators
Project Coordinators
Billing Specialists
Billing Specialists
📊
Financial Controllers
You manage revenue reporting and billing ledgers, but manual client data entry causes discrepancies between your portal and accounting software — automating both apps means every transaction and account updates instantly in Exact Online.
🚀
Operations Managers
You oversee client onboarding workflows across multiple business tools, but missing account handoffs delay project delivery — connecting these apps means client creation in Copilot instantly provisions Exact Online accounts and projects.
💼
Account Executives
You track client agreements and subscriptions, but outdated billing profiles lead to invoicing errors and client friction — this integration means every contract and payment flows seamlessly into your Exact Online records.
📈
Agency Owners
You scale client volume rapidly across your service portal, but administrative record-keeping cannot keep pace with client growth — automating both apps means client profiles and invoices sync without manual intervention.
🛠️
Project Coordinators
You depend on upstream contract signoffs to begin client deliverables, but delayed notifications stall your project schedules — with this integration, signed contracts in Copilot instantly create active projects in Exact Online.
📋
Billing Specialists
You reconcile subscription payments and failed transactions manually, but tracking payment statuses across platforms is tedious and error-prone — this integration means billing updates and payment failures trigger immediate account updates.
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Why choose Integrately to automate Exact Online + Copilot

Build and manage your Exact Online + Copilot 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 + Copilot 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
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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 Copilot to Exact Online?
Frequently Asked Questions
You can connect Copilot to Exact Online in 1 click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automations across apps like Stripe, Slack, and Gmail.
Can I automatically sync new Copilot clients to Exact Online accounts?
Frequently Asked Questions
Can I connect Copilot, Exact Online, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Copilot and Exact Online?
Frequently Asked Questions
How does Copilot handle client data synchronisation?
Frequently Asked Questions
How does Exact Online receive updates from Copilot?
Frequently Asked Questions
Can I automate this workflow without coding skills?
Frequently Asked Questions
Is the Copilot and Exact Online integration free?
Frequently Asked Questions
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You Can Also Connect Copilot or Exact Online With 1500+ Other Apps

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Sync Exact Online with project management, reporting, and payment systems to keep financial operations connected across your stack.
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