Exact Online + Projekly Integration

Connect Exact Online to Projekly in 1 click

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Popular Exact Online + Projekly Workflows

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Projekly + Exact Online Integration

Create Exact Online contact for new Projekly client

In order to keep your accounting and customer records in sync, when you create a client in Projekly, 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 Projekly and Exact Online!
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Exact Online + Projekly Integration

Create Projekly task for new Exact Online contact

If you're using Exact Online and Projekly to manage your work, you'll want to make sure that contact-creation task are automatically created in Projekly. That way, you can easily keep track of who owes you what and when they're supposed to pay!
Exact Online + Projekly Integration

Create Projekly client for new Exact Online contact

If you are using Exact Online, then you may want to also use Projekly to manage your customer relationships. With the help of this automation, whenever you create a contact in Exact Online, a corresponding client will be created in Projekly.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Create Your Own Exact Online & Projekly Integration Without Any Code

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Exact Online + Projekly Integration
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
  • Projekly
    Task is created in Projekly
  • Projekly
    Product is created in Projekly
  • Projekly
    Client is created in Projekly
  • Projekly
    Project is created in Projekly
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Event is created in Projekly
  • Projekly
    Lead is created in Projekly
2.
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Create contact in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update address in Exact Online
  • Projekly
    Create lead in Projekly
  • Projekly
    Create employee in Projekly
  • Projekly
    Create ticket in Projekly
  • Projekly
    Create client in Projekly
  • Projekly
    Create product in Projekly
  • Projekly
    Create project in Projekly
  • Projekly
    Create task in Projekly
  • Projekly
    Create invoice in Projekly
  • Projekly
    Create event in Projekly
  • Projekly
    Search invoice in Projekly
  • Projekly
    Update invoice in Projekly
  • Projekly
    Search project in Projekly
  • Projekly
    Update project in Projekly
  • Projekly
    Search product in Projekly
  • Projekly
    Update product in Projekly
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