Exact Online + Copilot Integration

Connect Exact Online to Copilot in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
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

Trusted by experts at...

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Ready Workflows Ready Workflows   for Exact Online + Copilot Integration

Just click on the workflow you want to automate

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!
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Automations

Top 10 Most Popular Exact Online Automations from
Integrately Community

Just click on the workflow you want to automate

CompanyHub logo
Exact Online logo
Create Exact Online contact from new CompanyHub company
CompanyHub logo
Exact Online logo
Create Exact Online contact for new CompanyHub contact
MailerLite Classic logo
Exact Online logo
Create Exact Online contact for new MailerLite Classic contact
Elementor Forms logo
Exact Online logo
Create Exact Online contact for new Elementor Forms form submission
ActiveCampaign logo
Exact Online logo
Create Exact Online contact for new ActiveCampaign contact
CompanyHub logo
Exact Online logo
Create Exact Online contact from new CompanyHub company
CompanyHub logo
Exact Online logo
Create Exact Online contact for new CompanyHub contact
MailerLite Classic logo
Exact Online logo
Create Exact Online contact for new MailerLite Classic contact
Elementor Forms logo
Exact Online logo
Create Exact Online contact for new Elementor Forms form submission
ActiveCampaign logo
Exact Online logo
Create Exact Online contact for new ActiveCampaign contact
Upnify logo
Exact Online logo
Create Exact Online contact for new Upnify client
X-Cart (5.5.1) logo
Exact Online logo
Create Exact Online contact for new X-Cart (5.5.1) customer
ScoreApp logo
Exact Online logo
Create Exact Online contact for new ScoreApp contact
Form2chat.io logo
Exact Online logo
Create Exact Online contact for new Form2chat.io response
Activate
Formspark logo
Exact Online logo
Create Exact Online contact for new Formspark response
Upnify logo
Exact Online logo
Create Exact Online contact for new Upnify client
X-Cart (5.5.1) logo
Exact Online logo
Create Exact Online contact for new X-Cart (5.5.1) customer
ScoreApp logo
Exact Online logo
Create Exact Online contact for new ScoreApp contact
Form2chat.io logo
Exact Online logo
Create Exact Online contact for new Form2chat.io response
Activate
Formspark logo
Exact Online logo
Create Exact Online contact for new Formspark response

Top 10 Most Popular Copilot Automations from
Integrately Community

Most popularmost-popular-automations
01
Trackabi logo
Copilot logo
Create Copilot(Under review) task for new Trackabi task
02
Workbooks CRM logo
Copilot logo
Create Copilot(Under review) task for new Workbooks CRM contact
03
Workbooks CRM logo
Copilot logo
Create Copilot(Under review) task for new Workbooks CRM task
04
Sharetribe logo
Copilot logo
Create Copilot(Under review) task for new Sharetribe contact
05
Zoho Expense logo
Copilot logo
Create Copilot(Under review) task for new Zoho Expense customer
cloud
Copilot
app integration
06
SmartEmailing logo
Copilot logo
Create Copilot(Under review) task for new Smart Emailing contact
07
SmartEmailing logo
Copilot logo
Create Copilot(Under review) task for updated Smart Emailing contact
08
MyGadgetRepairs logo
Copilot logo
Create Copilot(Under review) task for new MyGadgetRepairs task
09
MyGadgetRepairs logo
Copilot logo
Create Copilot(Under review) task for new MyGadgetRepairs contact
10
MyGadgetRepairs logo
Copilot logo
Create Copilot(Under review) task for new MyGadgetRepairs event
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Want to automate something else in your workflow?

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

Copilot
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Copilot is a client portal platform for service businesses, offering tools for messaging, billing, e-signatures, file sharing, and custom apps—streamlining client management and collaboration.
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Exact Online
Popular Exact Online Integrations
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.