Exact Online + Freshservice Integration
Integrate Exact Online to Freshservice in one click, or tell Integrately AI how you want each contact handled. Sync customer records, create service tickets, alert your support team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created or updated in Exact Online Instant- Account is created or updated in Exact Online Instant
- Item is created or updated in Exact Online Instant
Ticket is created in Freshservice- Ticket is updated in Freshservice
- Requester is created in Freshservice
- Requester is updated in Freshservice
2.
- Create document 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 centre by code in Exact Online
- Search cost unit by code in Exact Online
- Search item by code in Exact Online
- Create project in Exact Online
- Delete account in Exact Online
- Delete contact in Exact Online
- Update account in Exact Online
- Update contact in Exact Online
- Update address in Exact Online
- Update cost center in Exact Online
- Update cost unit in Exact Online
- Search document by accountName in Exact Online
- Create cost unit in Exact Online
- Create contact in Exact Online
- Create account in Exact Online
- Create address in Exact Online
- Create bank account in Exact Online
- Create cost centre in Exact Online
- Create ticket in Freshservice
- Create requester in Freshservice
- Get requester by ID in Freshservice
- Get agent by ID in Freshservice
- Get group by ID in Freshservice
Trusted by experts at...
Ready Workflows for Exact Online + Freshservice Integration
Capture contacts, create support tickets, keep records updated, alert your support team, and send follow-ups, 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 Exact Online + Freshservice flow
Sync your core support and business data with project boards, messaging channels, spreadsheets, and CRM tools. Pick a combination and activate it in one click.
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Jira Software Cloud (3)
Jira Software Cloud (3) +
Slack (3)
Slack (3) +
HubSpot (3)
HubSpot (3) +
Google Sheets (3)
Google Sheets (3) +
Stripe (3)
Stripe (3) +
Microsoft Outlook (3)
Microsoft Outlook (3) E
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Add every new Exact Online contact as a Freshservice requester and open an issue in Jira Software Cloud
New Exact Online contacts become Freshservice requesters while Jira Software Cloud opens a tracking issue instantly, removing manual data entry.
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When a Freshservice ticket is created, search for the contact in Exact Online and create an issue in Jira Software Cloud
Freshservice tickets look up Exact Online contacts and log an issue in Jira Software Cloud automatically.
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When a Freshservice ticket is updated for an Exact Online account, update the tracking issue in Jira Software Cloud
Keep Jira Software Cloud issues synchronised whenever a Freshservice ticket updates for an Exact Online account.
Supported triggers and actions for Exact Online and Freshservice
Mix and match to build the exact automation you need
Exact Online Triggers & Actions
Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact 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
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
Try it → Freshservice Triggers & Actions
Requester is created in Freshservice
Triggers the automation when a new requester is created
Try it → What can you automate with Exact Online + Freshservice?
Streamline your support desk and business operations with powerful, reliable workflows.
🔄
Sync Exact Online contacts to Freshservice requesters automatically
Turn every new contact created in Exact Online into a registered requester in Freshservice without lifting a finger.
📋
Capture all custom fields and submitted ticket details
Map complete request parameters and account details between Exact Online and Freshservice effortlessly.
🔔
Alert your support team as soon as tickets arrive
Notify designated channels or agents instantly when a new service ticket is logged.
🔀
Route requests based on submitted account criteria
Handle enterprise accounts and standard support tickets differently using conditional workflow paths.
🔄
Keep helpdesk records updated when accounts change
Propagate Exact Online account updates directly into Freshservice records in real time.
🔍
Search and update records without creating duplicates
Look up existing contacts and accounts before writing new data to maintain a clean database.
⚡
Handle later status changes and ticket resolutions
Trigger downstream updates in Exact Online when support tickets are resolved or closed.
🔌
Extend your workflow to messaging and spreadsheet tools
Connect Slack, Google Sheets, or Jira Software Cloud to your core Exact Online and Freshservice flow.
And much more...
Who is Exact Online + Freshservice integration for?
Operations teams, support managers, and finance professionals rely on this integration to eliminate manual data entry and keep service workflows synchronised.
Finance & Accounting Leads
IT Support Managers
Customer Success Directors
Operations Coordinators
Account Executives
Service Desk Agents
📈
Finance & Accounting Leads
You manage accounts and invoices in Exact Online, but support ticket metrics live elsewhere so your financial reporting misses operational context — connecting these apps means every billing query and account update links directly to your helpdesk records.
⚡
IT Support Managers
You need to respond to client issues instantly, but new contacts in Exact Online take hours to appear in Freshservice as requesters — automating both apps means every client record triggers support tickets the moment registration completes.
🤝
Customer Success Directors
You answer to stakeholders who want complete visibility into client lifecycles and support activity, but fragmented systems create blind spots — this integration means every account change and service ticket stays perfectly aligned.
📊
Operations Coordinators
The volume of customer records and support inquiries is too high for anyone to keep up by hand, leading to missed follow-ups — automating both apps means high-volume ticket creation and contact syncing happen without manual intervention.
💼
Account Executives
You depend on finance teams to register new clients in Exact Online before you can initiate support handoffs in Freshservice — connecting these apps means client onboarding triggers downstream support workflows instantly.
📋
Service Desk Agents
You need a reliable customer history in Freshservice, but manual data entry often leaves gaps between financial records and ticket logs — automating both apps means your helpdesk always has complete client context.
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 + Freshservice
Build and manage your Exact Online + Freshservice automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Exact Online + Freshservice 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 + Freshservice Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Exact Online to Freshservice?
You can connect Exact Online to Freshservice in just one click using ready-made templates on Integrately. Select your workflow, authenticate both apps, and let Integrately AI handle field mapping and activation.
Can I automatically create a Freshservice ticket when an Exact Online contact is created?
Can I connect Exact Online, Freshservice, and Slack?
What is a good Zapier alternative for Exact Online and Freshservice?
How are Exact Online contacts used when creating support tickets?
Can Freshservice ticket updates modify Exact Online accounts?
Do I need coding skills to automate Exact Online and Freshservice?
Is the Exact Online and Freshservice integration free?
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