Exact Online + Join It Integration

Q: Can I automatically create Exact Online contacts when a new membership is created in Join It?

Yes, you can automatically create Exact Online contacts whenever a new membership is created in Join It using ready workflows on Integrately.

Q: Can I connect Exact Online, Join It, and Slack?

Yes, you can connect Exact Online, Join It, and Slack together to sync member records and post instant team notifications, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Exact Online and Join It?

Integrately is a powerful alternative for Exact Online and Join It integration, offering 20 million+ ready templates, 1-click setup, and 24/5 live chat support at a lower cost.

Q: How does Exact Online handle contact creation during membership updates?

Exact Online creates or updates contact records automatically when triggered by membership events in Join It, ensuring your customer database stays accurate.

Q: What Join It events can trigger an automation in Exact Online?

Join It membership events like creation, updates, renewals, or inactive status changes can trigger automated actions in Exact Online.

Q: Can I set up Exact Online and Join It automations without writing code?

Yes, you can connect Exact Online and Join It without writing code by using ready templates or asking Integrately AI to build your workflow.

Q: Is the Exact Online and Join It integration free?

Yes, the Exact Online and Join It integration is available on the free forever plan on Integrately, with premium features and expanded capacity available on paid plans.

Integrate Exact Online to Join It in one click, or tell Integrately AI how you want each membership handled. Capture member details, create matching contacts, update accounting records, and alert your team automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

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
Membership is created in Join It Instant
Membership is updated in Join It Instant
Payment is created in Join It Instant
Membership is renewed in Join It Instant
Membership goes into inactive status in Join It Instant

Search account by name in Exact Online
Search document by accountName in Exact Online
Update cost unit in Exact Online
Update cost center in Exact Online
Update address in Exact Online
Update contact in Exact Online
Update account in Exact Online
Delete contact in Exact Online
Delete account in Exact Online
Create document in Exact Online
Search item by code in Exact Online
Search cost unit by code in Exact Online
Search cost centre by code in Exact Online
Search contact by first name in Exact Online
Search bank account by account name in Exact Online
Search address by contact name in Exact Online
Create item in Exact Online
Create project in Exact Online
Create cost unit in Exact Online
Create cost centre in Exact Online
Create bank account in Exact Online
Create address in Exact Online
Create account in Exact Online
Create contact in Exact Online

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Ready Workflows for Exact Online + Join It Integration

Create contacts from new memberships, update account records, log project details, and keep systems aligned, all in just one click.

Create Exact Online contact for new Join It memberships

In order to keep your accounting and customer records in sync, when you create a memberships in Join It, 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 Join It and Exact Online!

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1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + Join It flow

Connect your membership and accounting workflows to team communication, CRM, spreadsheets, and task management tools. Pick a combination and activate it in one click.

Stripe (3)

Mailchimp (3)

Slack (3)

HubSpot (3)

Google Sheets (3)

Asana (3)

When a Join It membership is created, create a matching contact in Exact Online and record the payment in Stripe

New Join It memberships immediately generate Exact Online contacts while Stripe records the transaction, keeping your financial and member data in sync.

When a Join It membership is renewed, update the contact in Exact Online and log the renewal charge in Stripe

Renewals in Join It automatically update Exact Online contact records and record the corresponding renewal charge in Stripe.

When a Join It payment is created, create an account in Exact Online and log the customer charge in Stripe

Join It payments instantly establish Exact Online accounts and log customer charges in Stripe without manual intervention.

When a Join It membership is created, create a contact in Exact Online and add a subscriber in Mailchimp

New Join It members are instantly added to Exact Online as contacts and subscribed to your Mailchimp mailing lists.

When a Join It membership goes into inactive status, update the account in Exact Online and unsubscribe the contact in Mailchimp

Inactive Join It memberships update your Exact Online accounts and automatically unsubscribe members in Mailchimp.

When a Join It membership is updated, update the contact in Exact Online and update subscriber details in Mailchimp

Updated Join It member profiles instantly synchronize with Exact Online contacts and Mailchimp subscriber records.

When a Join It membership is created, create a contact in Exact Online and notify your team on Slack

New Join It memberships create Exact Online contacts and send instant notifications to your Slack channel.

When a Join It membership is renewed, update the contact in Exact Online and post the renewal update in Slack

Membership renewals update Exact Online contact records and announce the renewal in your Slack channel.

When a Join It membership goes into inactive status, update the account in Exact Online and alert your team in Slack

Inactive Join It memberships update your Exact Online accounts and alert your team in Slack.

When a Join It membership is created, create a contact in Exact Online and create a contact in HubSpot

New Join It memberships instantly populate both Exact Online and HubSpot with complete contact records.

When a Join It membership is updated, update the contact in Exact Online and update the contact in HubSpot

Member profile updates in Join It automatically synchronize across Exact Online and HubSpot records.

When a Join It membership goes into inactive status, update the account in Exact Online and update the deal stage in HubSpot

Inactive Join It memberships update your Exact Online accounts and adjust associated deal stages in HubSpot.

When a Join It membership is created, create a contact in Exact Online and add a spreadsheet row in Google Sheets

New Join It memberships create Exact Online contacts and log all membership data in a Google Sheets spreadsheet.

When a Join It membership is renewed, update the contact in Exact Online and update the spreadsheet row in Google Sheets

Membership renewals update your Exact Online contact records and log renewal details in Google Sheets.

When a Join It payment is created, create an account in Exact Online and add a spreadsheet row in Google Sheets

Join It payments automatically establish Exact Online accounts and record transaction entries in Google Sheets.

When a Join It membership is created, create a contact in Exact Online and create a task in Asana

New Join It memberships create Exact Online contacts and generate onboarding tasks in Asana.

When a Join It membership goes into inactive status, update the account in Exact Online and create an offboarding task in Asana

Inactive Join It memberships update your Exact Online accounts and create offboarding review tasks in Asana.

When a Join It membership is renewed, update the contact in Exact Online and create a follow-up task in Asana

Renewed Join It memberships update Exact Online contacts and create renewal follow-up tasks in Asana.

Supported triggers and actions for Exact Online and Join It

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

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Instant

Account is created or updated in Exact Online

Triggers the automation when an account 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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Join It Triggers & Actions

Instant

Membership is created in Join It

Triggers the automation when a new membership is created

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Instant

Membership is updated in Join It

Triggers the automation when a membership is modified

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Instant

Payment is created in Join It

Triggers the automation when a new payment is created

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Instant

Membership is renewed in Join It

Triggers the automation when membership is renewed

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Instant

Membership goes into inactive status in Join It

Triggers the automation when a membership becomes inactive

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What can you automate with Exact Online + Join It?

Streamline your member management and accounting workflows by automating repetitive data transfers between Join It and Exact Online.

Get Started For Free

🔄

Sync new memberships into accounting contacts

Automatically create an Exact Online contact the moment a membership is created in Join It, eliminating manual data entry entirely.

📝

Capture every submitted member field

Map all available Join It membership details into Exact Online contact and account fields rather than just basic names and emails.

🔔

Notify your team as signups occur

Send instant alerts to your team channels the moment a new membership or renewal is registered in Join It.

🔀

Route records based on membership tier

Perform different Exact Online updates or task creations depending on the specific membership plan selected by the user.

🔄

Keep records updated when profiles change

Automatically update Exact Online contacts and accounts whenever membership details are modified in Join It.

🔍

Prevent duplicate entries with smart lookups

Search for existing accounts in Exact Online before creating new entries, ensuring your database remains clean and organized.

⚠️

Handle membership status changes instantly

Trigger account updates in Exact Online the moment a membership goes into inactive status or gets cancelled.

🌐

Extend your workflow to team apps

Connect your core Exact Online and Join It automation to Slack, Google Sheets, or HubSpot for comprehensive cross-platform visibility.

And much more...

Who is Exact Online + Join It integration for?

Exact Online and Join It integration streamlines operations for finance managers, membership coordinators, and business administrators managing member data and accounting workflows.

Finance Managers

Membership Coordinators

Operations Directors

Customer Success Leads

Billing Specialists

Business Administrators

📈

Finance Managers

You're reconciling membership payments in Exact Online manually every week, but the transaction records fall behind during renewal peaks — this integration means every new Join It payment updates your accounting records instantly.

👥

Membership Coordinators

You're tracking member statuses across separate platforms, but cancellations go unnoticed until renewals fail — automating both apps means every inactive membership updates your Exact Online accounts immediately.

📊

Operations Directors

You're reporting membership revenue to stakeholders, but manual data entry introduces discrepancies between systems — connecting these apps means your financial reports always reflect accurate member data.

⚡

Customer Success Leads

You're onboarding hundreds of new members during peak seasons, but contact creation lags behind signups — with this integration, every new membership creates a detailed Exact Online contact without manual delays.

💼

Billing Specialists

You're generating invoices after manual notifications, but delayed handoffs stall the billing cycle — automating both apps means every membership update triggers the correct Exact Online action right away.

🗂️

Business Administrators

You're auditing membership records and transaction histories, but missing contact updates leave gaps in your audit trail — this integration means every membership change maintains a complete, accurate history.

Try This Integration – No Code Needed

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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 + Join It

Build and manage your Exact Online + Join It automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Exact Online + Join It 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.

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Frequently Asked Questions

How do I connect Exact Online to Join It?

You can connect Exact Online to Join It in one click using pre-built workflows on Integrately, or use Integrately AI to set up custom multi-step integrations with apps like Slack, Google Sheets, and Stripe.

Can I automatically create Exact Online contacts when a new membership is created in Join It?

Can I connect Exact Online, Join It, and Slack?

What is a good Zapier alternative for Exact Online and Join It?

How does Exact Online handle contact creation during membership updates?

What Join It events can trigger an automation in Exact Online?

Can I set up Exact Online and Join It automations without writing code?

Is the Exact Online and Join It integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

Popular Exact Online Integrations

Connect Exact Online with accounting, CRM, and inventory tools to streamline financial operations.

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Exact Online Integrations

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Popular Join It Integrations

Connect Join It with email marketing, community platforms, and payment gateways to manage members effectively.

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Join It Integrations

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Exact Online + Join It Integration

Integrate Exact Online to Join It in one click, or tell Integrately AI how you want each membership handled. Capture member details, create matching contacts, update accounting records, and alert your team automatically.

Trusted by experts at...

Ready Workflows for Exact Online + Join It Integration

Create contacts from new memberships, update account records, log project details, and keep systems aligned, all in just one click.

Create Exact Online contact for new Join It memberships

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + Join It flow

Connect your membership and accounting workflows to team communication, CRM, spreadsheets, and task management tools. Pick a combination and activate it in one click.

Supported triggers and actions for Exact Online and Join It

Mix and match to build the exact automation you need

What can you automate with Exact Online + Join It?

Streamline your member management and accounting workflows by automating repetitive data transfers between Join It and Exact Online.

Who is Exact Online + Join It integration for?

Exact Online and Join It integration streamlines operations for finance managers, membership coordinators, and business administrators managing member data and accounting workflows.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Exact Online + Join It

Build and manage your Exact Online + Join It automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Exact Online + Join It Integration

Integrate Exact Online to Join It in one click, or tell Integrately AI how you want each membership handled. Capture member details, create matching contacts, update accounting records, and alert your team automatically.

Trusted by experts at...

Ready Workflows for Exact Online + Join It Integration

Create contacts from new memberships, update account records, log project details, and keep systems aligned, all in just one click.

Create Exact Online contact for new Join It memberships

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + Join It flow

Connect your membership and accounting workflows to team communication, CRM, spreadsheets, and task management tools. Pick a combination and activate it in one click.

Supported triggers and actions for Exact Online and Join It

Mix and match to build the exact automation you need

What can you automate with Exact Online + Join It?

Streamline your member management and accounting workflows by automating repetitive data transfers between Join It and Exact Online.

Who is Exact Online + Join It integration for?

Exact Online and Join It integration streamlines operations for finance managers, membership coordinators, and business administrators managing member data and accounting workflows.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Exact Online + Join It

Build and manage your Exact Online + Join It automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click