Exact Online + Google Drive Integration
Integrate Exact Online to Google Drive in one click, or tell Integrately AI how you want each account handled. Organise your business documents, create dedicated folders, back up client records, and keep your cloud storage structured automatically.
Free forever.Use premium features free for 14 days.1.
Item is created or updated in Exact Online Instant- Account is created or updated in Exact Online Instant
- Contact is created or updated in Exact Online Instant
Comment is created in Google Drive- File is created in Google Drive
- File is updated in Google Drive
- File is created in folder in Google Drive
- File is updated in folder in Google Drive
- Folder is created in Google Drive
2.
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Ready Workflows for Exact Online + Google Drive Integration
Capture customer details, create dedicated folders, back up financial documents, organise your cloud storage, and keep records synced, 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 + Google Drive flow
Handle post-processing tasks like notifying your team, logging records, and sending updates across your business stack. Pick a combination and activate it in one click.
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Gmail (4)
Gmail (4) +
Slack (4)
Slack (4) +
QuickBooks Online (3)
QuickBooks Online (3) +
Google Sheets (4)
Google Sheets (4) +
Stripe (3)
Stripe (3) +
Trello (3)
Trello (3) E
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Create a Google Drive folder when a new Exact Online account is added, and send a confirmation email in Gmail
New Exact Online accounts automatically generate a dedicated Google Drive folder and trigger a welcome email in Gmail, eliminating manual setup.
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Upload Exact Online contact documents to Google Drive, and send a summary report in Gmail
Exact Online contact updates automatically attach documentation in Google Drive while emailing a summary report through Gmail.
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When an item is created in Exact Online, generate a Google Drive specification file and email the team via Gmail
Item creations in Exact Online instantly generate Google Drive specifications and alert the inventory team via Gmail.
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Use Gemini to draft client onboarding emails when an Exact Online account is created, save them in Google Drive, and send via Gmail
Use Gemini to draft welcome materials for new Exact Online accounts, archive them in Google Drive, and deliver them through Gmail.
Supported triggers and actions for Exact Online and Google Drive
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 → Google Drive Triggers & Actions
File is created in Google Drive
Triggers the automation when a particular action in the workflow fails
Try it → File is updated in Google Drive
Triggers the automation when a particular action in the workflow fails
Try it → File is created in folder in Google Drive
Triggers the automation when a particular action in the workflow fails
Try it → File is updated in folder in Google Drive
Triggers the automation when a particular action in the workflow fails
Try it → What can you automate with Exact Online + Google Drive?
Streamline your business operations by connecting your accounting software directly to your cloud storage space.
📁
Create Google Drive folders automatically from new accounts
Set up a dedicated folder in Google Drive the moment a new account is created or updated in Exact Online. Eliminate manual folder creation and keep your cloud storage structured.
📄
Upload item specifications and documents instantly
Map product files and documents directly from Exact Online into designated Google Drive folders. Ensure your team always accesses the latest documentation.
🔔
Notify your team as soon as records update
Alert your staff via Slack or email the moment client folders or contact records are modified. Keep all stakeholders informed without manual status checks.
🔀
Route files based on account criteria
Send documents to different Google Drive folders depending on account type, region, or status fields submitted in Exact Online. Tailor your storage organisation automatically.
🔄
Keep cloud storage updated as records change
Replace existing files or update document contents in Google Drive whenever client information is modified in Exact Online. Maintain absolute data consistency.
🛠️
Add or update files without creating duplicates
Search existing directories before creating new documents or folders. Prevent clutter by updating current records instead of generating redundant files.
📌
Handle status changes and document archiving
Move files, archive completed project folders, or update storage paths when account statuses transition in Exact Online.
⚡
Extend workflows to your favorite business apps
Trigger follow-up tasks in Trello, log data in Google Sheets, or send communications via Gmail once your Exact Online and Google Drive automation completes.
And much more...
Who is Exact Online + Google Drive integration for?
Operations managers, accountants, and project teams rely on automated document management and file syncing to keep their business workflows efficient and organised.
Finance directors
Operations managers
Account executives
Inventory controllers
Project coordinators
Compliance officers
📈
Finance directors
You're reviewing financial statements and transaction reports in Exact Online, but your cloud storage folder only updates when someone manually exports records, so the figures you're analysing are always outdated — automations mean every report lands in your storage instantly and your data stays current.
⚡
Operations managers
You need to provision client folders the moment a new account is registered, and you find out too late when manual delays happen — connecting these apps means every new account instantly generates the right Google Drive structure without manual intervention.
🤝
Account executives
You answer to clients who expect their project documentation to be uploaded immediately after contract creation, but manual file management creates bottlenecks — with this integration, all client assets are stored and organised right away.
📊
Inventory controllers
The volume of new product items and specification documents is too high for anyone to keep up by hand, leading to missing files — automating both apps means every item change automatically uploads the correct file to your cloud storage.
👥
Project coordinators
You own the project kickoff phase and depend on someone upstream to create client folders before you can begin work — this integration means folders are provisioned automatically the second an Exact Online account is added.
🗂️
Compliance officers
You need a reliable audit trail of all client documentation and keep finding gaps in your manual filing system — connecting these apps means every record update in Exact Online maintains a corresponding version in Google Drive.
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 + Google Drive
Build and manage your Exact Online + Google Drive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Exact Online + Google Drive 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 + Google Drive Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Exact Online to Google Drive?
You can connect Exact Online to Google Drive instantly using ready-made templates and 1-click setup on Integrately. Select a pre-built workflow, link your accounts, and let Integrately AI handle the configuration.
Can I automatically create a Google Drive folder when a new Exact Online account is added?
Can I connect Exact Online, Google Drive, and Slack?
What is a good Zapier alternative for Exact Online and Google Drive?
How do account updates in Exact Online trigger file changes in Google Drive?
How does Google Drive handle file uploads from Exact Online items?
Do I need coding skills to automate Exact Online and Google Drive?
Is the Exact Online and Google Drive integration free?
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