Exact Online + Smartsheet Integration
Integrate Exact Online to Smartsheet in one click, or tell Integrately AI how you want each contact handled. Add rows, update sheets, alert your team, and trigger follow-ups 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
Row is added in Smartsheet- Row is updated in Smartsheet
- Attachment is added in Smartsheet
- Comment is added in Smartsheet
2.
- Search cost centre by code 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
- Create contact 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
- Add attachment to row in Smartsheet
- Search row in Smartsheet
- Update row in Smartsheet
- Add row in Smartsheet
- Send row in Smartsheet
- Copy row in Smartsheet
- Move row in Smartsheet
- Add discussion to row in Smartsheet
- Create sheet from a template in Smartsheet
- Share sheet in Smartsheet
- Create sheet from existing sheet in Smartsheet
- Send sheet in Smartsheet
- Create workspace in Smartsheet
- Copy workspace in Smartsheet
- Share workspace in Smartsheet
- Copy folder in Smartsheet
Trusted by experts at...
Ready Workflows for Exact Online + Smartsheet Integration
Capture contacts, organise responses, keep sheets updated, alert your team, and send follow-ups, 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 + Smartsheet flow
Connect your accounting and sheet data with messaging, CRM, storage, and project tools to streamline your entire operational workflow. Pick a combination and activate it in one click.
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Salesforce (8)
Salesforce (8) +
Slack (8)
Slack (8) +
Google Drive (8)
Google Drive (8) +
Gmail (8)
Gmail (8) +
Stripe (8)
Stripe (8) +
Asana (8)
Asana (8) E
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Add every new Exact Online contact to Smartsheet, and create a matching lead in Salesforce.
Exact Online contacts appear instantly in Smartsheet and Salesforce without manual re-keying.
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Notify your team in Salesforce when a new Smartsheet row is added from Exact Online.
Keep sales informed in Salesforce whenever Smartsheet receives new project or account data from Exact Online.
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Update Smartsheet and Salesforce records whenever an Exact Online account is modified.
Keep your Smartsheet rows and Salesforce records synchronised automatically after any Exact Online account update.
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Create a follow-up task in Salesforce for new Smartsheet rows sourced from Exact Online items.
Turn new item entries in Smartsheet into actionable follow-up tasks inside Salesforce.
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If an Exact Online contact has an active account, log it in Smartsheet and update Salesforce.
Segment and route exact account contacts into Smartsheet and Salesforce based on active status.
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When a Smartsheet row is updated, sync the changes to Exact Online and Salesforce.
Propagate sheet-level edits back into Exact Online and Salesforce without manual copy-pasting.
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Use Claude to summarise new Exact Online contact notes, save to Smartsheet, and update Salesforce.
AI analyses new Exact Online contacts before updating your Smartsheet tracker and Salesforce CRM.
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Turn every Exact Online contact into a Smartsheet row, create a Salesforce lead, and notify Asana.
Multi-app pipeline syncs Exact Online contacts to Smartsheet, Salesforce, and project boards in Asana.
Supported triggers and actions for Exact Online and Smartsheet
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 → Smartsheet Triggers & Actions
What can you automate with Exact Online + Smartsheet?
Transform manual bookkeeping and spreadsheet upkeep into lightning-fast, automated workflows.
🔄
Sync new Exact Online contacts to Smartsheet rows
Capture every contact created or updated in Exact Online and write the details straight into a new Smartsheet row. Eliminate manual copy-pasting between your accounting platform and project sheets.
📋
Map every submitted field into structured sheet columns
Extract comprehensive contact, item, and account data from Exact Online and populate dedicated Smartsheet columns. Your sheets become a rich, searchable database for your entire team.
🔔
Alert your team the moment records update
Trigger instant team notifications in Slack or email whenever new Exact Online data populates your Smartsheet base. Keep stakeholders informed without manual check-ins.
🔀
Route data conditionally based on account properties
Evaluate submitted Exact Online contact fields and route records to different Smartsheet sections or alert specific department channels based on active status or tier.
✍️
Keep Smartsheet rows updated when accounts change
Automatically update existing Smartsheet rows whenever account details or contact information are modified in Exact Online, ensuring your operational sheets never grow stale.
🔍
Search and update instead of creating duplicates
Look up existing records by name or code in Exact Online before writing to Smartsheet, preventing duplicate rows and maintaining pristine database hygiene.
📦
Manage inventory items and catalog updates
Automatically log new or modified Exact Online items into Smartsheet rows so logistics and project teams always work from the most up-to-date product specifications.
🔌
Extend flows into your favorite productivity tools
Connect your core Exact Online and Smartsheet automation to Slack, Gmail, Asana, or Google Drive to build multi-step operational pipelines that span your entire tech stack.
And much more...
Who is Exact Online + Smartsheet integration for?
Connecting Exact Online and Smartsheet eliminates manual data transfers, empowering finance, sales, and operations teams with real-time visibility and accurate records.
Financial analysts
Operations managers
Client success leads
Sales operations teams
Project coordinators
Audit and compliance leads
📈
Financial analysts
You're compiling account and transaction figures from Exact Online into reporting sheets by hand, but your row counts are always hours behind your ledger — this integration means every new account lands in your Smartsheet tracker instantly and your financial reporting stays current.
⚡
Operations managers
You need to initiate project workflows the moment a client record changes in Exact Online, but manual status checks mean you find out too late — automating both apps means every contact update populates your Smartsheet dashboard immediately and your team acts without delay.
🤝
Client success leads
You answer to external stakeholders who demand up-to-date tracking of client milestones and account statuses, but rebuilding sheets by hand leaves gaps — connecting these apps means your Smartsheet views reflect Exact Online activity in real time and client reviews run smoothly.
📊
Sales operations teams
The volume of new contacts and accounts coming through Exact Online is too high for anyone to keep tracking sheets updated manually, leading to missed follow-ups — integrating these apps means every submission populates your Smartsheet base automatically and your pipeline never lags.
⚙️
Project coordinators
You own the execution phase and depend on finance or sales to hand over new client details from Exact Online, causing frustrating communication bottlenecks — with this integration, every new contact creates a Smartsheet row instantly so your project execution starts right away.
📁
Audit and compliance leads
You need a reliable audit history of every account and item modification, but manual record-keeping keeps leaving blind spots in your tracking sheets — automating both apps means every Exact Online change is logged in Smartsheet with zero gaps.
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 + Smartsheet
Build and manage your Exact Online + Smartsheet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Exact Online + Smartsheet 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 + Smartsheet Now 
In Just 1 Click!
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2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect Exact Online to Smartsheet?
You can connect Exact Online to Smartsheet in one click using pre-built workflows on Integrately. Select a ready template, link your accounts, and let Integrately AI handle custom field mapping effortlessly.
Can I automatically sync Exact Online contacts to Smartsheet rows?
Can I connect Exact Online, Smartsheet, and Slack?
What is a good Zapier alternative for Exact Online and Smartsheet?
How does Exact Online handle contact creation triggers?
Can Smartsheet row updates trigger changes back in Exact Online?
Do I need coding skills to automate Exact Online and Smartsheet?
Is the Exact Online and Smartsheet integration free?
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