Exact Online + Simplero Integration
Integrate Exact Online to Simplero in one click, or tell Integrately AI how you want each contact handled. Create contacts, add tags, update accounts, and sync purchases 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
Tag is added to contact in Simplero Instant- Tag is removed from contact in Simplero Instant
- Purchase is created in Simplero Instant
- Purchase is deleted in Simplero Instant
- Subscription is created in Simplero Instant
- Subscription is deleted in Simplero Instant
2.
- Search item by code 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 centre by code in Exact Online
- Search cost unit by code in Exact Online
- Create cost centre 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
- Create bank account in Exact Online
- Create address in Exact Online
- Create account in Exact Online
- Create contact in Exact Online
- Search purchase by email in Simplero
- Create or update contact in Simplero
- Search contact by email in Simplero
- Add tag to contact in Simplero
- Remove tag from contact in Simplero
- Subscribe to a List in Simplero
- Unsubscribe from list in Simplero
Trusted by experts at...
Ready Workflows for Exact Online + Simplero Integration
Create contacts, manage purchases, update accounts, trigger emails, and sync subscriptions, 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 + Simplero flow
Connect Exact Online and Simplero with extra tools to streamline your info business and accounting data. Pick a combination and activate it in one click.
+
Stripe (5)
Stripe (5) +
ActiveCampaign (4)
ActiveCampaign (4) +
Google Sheets (4)
Google Sheets (4) +
Zoom (3)
Zoom (3) +
Gmail (4)
Gmail (4) +
Slack (4)
Slack (4) S
E
S
Create a Stripe customer for every new Simplero purchase, and create a bank account in Exact Online
New Simplero purchases instantly create Stripe customers and Exact Online bank accounts, eliminating manual data entry across platforms.
S
E
S
When a Simplero subscription is created, update the Exact Online account and create a Stripe subscription
Simplero subscriptions update Exact Online accounts and set up Stripe billing instantly without double handling.
S
S
E
Add a tag in Simplero when a Stripe charge succeeds, and update the Exact Online contact
Successful Stripe payments trigger Simplero tags and update Exact Online contacts automatically.
S
E
S
If a Simplero purchase is deleted, remove the tag in Simplero and update the Exact Online project record
Deleted Simplero purchases automatically remove customer tags and update project records in Exact Online.
S
S
E
Search purchase details in Simplero when a Stripe refund occurs, and update the Exact Online account
Stripe refunds prompt a search in Simplero and an automatic account update in Exact Online.
Supported triggers and actions for Exact Online and Simplero
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 → Simplero Triggers & Actions
Instant
Purchase is created in Simplero
Triggers the automation when a new purchase is created
Try it → Instant
Purchase is deleted in Simplero
Triggers the automation when any purchase is deleted
Try it → Instant
Subscription is created in Simplero
Triggers the automation when a new subscription is created
Try it → Instant
Subscription is deleted in Simplero
Triggers the automation when a subscription is deleted
Try it → What can you automate with Exact Online + Simplero?
Streamline your business operations by connecting customer purchases, accounting accounts, and membership tags in real time.
🔄
Sync New Contacts Between Apps Instantly
Create a Simplero contact automatically whenever a new contact is created in Exact Online, ensuring your customer database remains unified.
🏷️
Capture Every Submitted Field and Tag
Map customer tags and purchase details across platforms so nothing is lost between your accounting software and course delivery system.
🔔
Alert Your Team When Sales Happen
Send instant notifications via email or team chat the moment a new purchase or subscription is created in Simplero.
🔀
Route Data Based on Purchase Type
Execute different workflows depending on whether a customer buys a standard course or an enterprise coaching package.
📝
Keep Accounting Records Up to Date
Update Exact Online accounts and project records automatically as customer subscriptions and purchase statuses change over time.
🔍
Search and Update Instead of Duplicating
Search existing contacts by email before creating new records, preventing duplicate entries in your database.
⚠️
Handle Subscription Cancellations and Refunds
Trigger automated follow-ups, remove contact tags, and update financial accounts when a purchase is deleted or refunded.
📊
Extend Workflows to Google Sheets
Log every transaction and contact update in Google Sheets while keeping your Exact Online and Simplero platforms synchronized.
And much more...
Who is Exact Online + Simplero integration for?
Finance managers, course creators, and operations teams eliminate manual data entry, keeping accounting records and digital product delivery perfectly synchronized.
Finance Managers
Customer Success Leads
Agency Owners
Course Creators
Sales Representatives
Bookkeepers
📈
Finance Managers
You're reconciling course sales against accounting ledgers, but manual exports leave your revenue reports outdated and incomplete — automating both apps means every purchase creates the correct account instantly and your figures stay accurate.
⚡
Customer Success Leads
You need to onboard new students the moment they buy, but delayed manual setups leave clients waiting too long for access — with this integration, every new subscriber gets tagged and provisioned automatically without delay.
📋
Agency Owners
You answer to clients who want immediate project progress updates, but manual status logging slows down your reporting — this integration means every client interaction updates project records and dashboards instantly.
🔄
Course Creators
The sales volume on your digital courses is too high for anyone to keep up by hand, leading to missed student tags and broken access — connecting these apps means high-volume orders process smoothly without manual intervention.
👥
Sales Representatives
You own the client onboarding call and depend on upstream handoffs from marketing, but missing notifications cause awkward delays — automating both apps means new leads arrive in your CRM the second they register.
🗂️
Bookkeepers
You need a reliable history of all transactions and keep finding gaps between your course platform and accounting software — this integration means every financial event syncs cleanly and your transaction history stays complete.
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 + Simplero
Build and manage your Exact Online + Simplero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Exact Online + Simplero 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 + Simplero Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Exact Online + Simplero Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Exact Online to Simplero?
You can connect Exact Online to Simplero in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations involving Stripe, Google Sheets, and Slack.
Can I automatically sync new Simplero purchases to Exact Online?
Can I connect Exact Online, Simplero, and Slack?
What is a good Zapier alternative for Exact Online and Simplero?
How does Exact Online handle contact creation in this integration?
Can I trigger actions when a Simplero tag is added?
Do I need coding skills to automate Exact Online and Simplero?
Is the Exact Online and Simplero 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 Simplero With 1500+ Other Apps
Popular Exact Online Integrations
Connect Exact Online with accounting, CRM, and project management tools to streamline your business operations.
See All
Exact Online Integrations
Exact Online Integrations
No popular apps found
Popular Simplero Integrations
Sync Simplero with marketing, email, and course delivery platforms to expand your info business reach.
See All
Simplero Integrations
Simplero Integrations
No popular apps found
