Exact Online + Insightly Integration

Connect Exact Online to Insightly in 1 click

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Popular Exact Online + Insightly Workflows

Create Exact Online contact from new Insightly organisation

If you have created a organisation in Insightly, it's important to create a contact in Exact Online. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

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Create Exact Online contact for new Insightly contact

In order to keep your accounting and customer records in sync, when you create a contact in Insightly, this automation will automatically create a contact in Exact Online.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Insightly and Exact Online!

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Create Your Own Exact Online & Insightly Integration Without Any Code

Create Custom Workflow

Task is created in Insightly
Lead is created in Insightly
Lead is updated in Insightly
Organisation is added in Insightly
Organisation is updated in Insightly
Contact is updated in Insightly
Contact is created in Insightly
Project is created in Insightly
Opportunity is created in Insightly
Opportunity is updated in Insightly

Search cost centre by code 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 cost unit in Exact Online
Create project 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 unit by code in Exact Online
Search item by code in Exact Online
Create document 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
Get opportunity by ID in Insightly
Update opportunity in Insightly
Create contact in Insightly
Search contact in Insightly
Create opportunity in Insightly
Create lead in Insightly
Search lead in Insightly
Create task in Insightly
Search user in Insightly
Create organisation in Insightly
Search organisation in Insightly
Create project in Insightly
Search project in Insightly
Get contact by id in Insightly
Search opportunity in Insightly
Delete opportunity in Insightly
Link objects in Insightly
Get project by ID in Insightly
Update project in Insightly
Delete project in Insightly

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Integrate Exact Online & Insightly In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Exact Online or Insightly With 1200+ Other Apps

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.

See Exact Online Integrations

Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.

See Insightly Integrations