Exact Online + ServeManager Integration

Connect Exact Online to ServeManager in 1 click

Integrate Exact Online + ServeManager For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Exact Online + ServeManager Workflows

Create Exact Online contact from new ServeManager company

If you have created a company in ServeManager, 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.

Activate

1of1

Create Your Own Exact Online & ServeManager Integration Without Any Code

Create Custom Workflow

Job is created in ServeManager
Attempt is logged in ServeManager
Affidavit is created in ServeManager
Company is created in ServeManager
Invoice is issued in ServeManager

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 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
Create job in ServeManager
Create court case in ServeManager
Search court case in ServeManager
Search job in ServeManager
Create company in ServeManager
Search company in ServeManager
Create note in ServeManager

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Exact Online & ServeManager In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Exact Online or ServeManager 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

ServeManager streamlines the process of serving legal documents and tracking their delivery. It provides a fully-integrated suite of tools for managing all aspects of the service of process. It's simple, easy to use and makes your job easier.

See ServeManager Integrations