Exact Online + Teamwork Desk Integration
Integrate Exact Online to Teamwork Desk in one click, or tell Integrately AI how you want each contact handled. Sync client details, create support tickets, update contact records, and track requests automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created or updated in Exact Online Instant- Account is created or updated in Exact Online Instant
- Item is created or updated in Exact Online Instant
Ticket is created in Teamwork Desk Instant- Ticket is assigned in Teamwork Desk Instant
- Thread is updated in Teamwork Desk Instant
- Customer sends a reply in Teamwork Desk Instant
- Ticket is unassigned in Teamwork Desk Instant
- Agent sends a reply in Teamwork Desk Instant
- Ticket note is created in Teamwork Desk Instant
- Customer is created in Teamwork Desk Instant
2.
- Search item by code 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
- Search cost centre by code in Exact Online
- Search cost unit by code in Exact Online
- Create bank account 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 address in Exact Online
- Create contact in Exact Online
- Create account in Exact Online
- Create ticket in Teamwork Desk
- Create customer in Teamwork Desk
- Search Ticket in Teamwork Desk
- Search customer in Teamwork Desk
- Remove ticket in Teamwork Desk
- Add reply to a ticket in Teamwork Desk
- Update customer in Teamwork Desk
Trusted by experts at...
Ready Workflows for Exact Online + Teamwork Desk Integration
Capture customer queries, create support tickets, sync contact details, and update accounts, 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 + Teamwork Desk flow
Connect your financial data and support queue to CRMs, spreadsheets, and messaging platforms to keep teams aligned. Pick a combination and activate it in one click.
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HubSpot (3)
HubSpot (3) +
Slack (3)
Slack (3) +
Stripe (3)
Stripe (3) +
Gmail (3)
Gmail (3) +
Google Sheets (3)
Google Sheets (3) +
Trello (3)
Trello (3) E
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When a contact is created or updated in Exact Online, create a ticket in Teamwork Desk and add a contact in HubSpot.
New Exact Online contacts trigger a support ticket in Teamwork Desk and a new contact record in HubSpot instantly.
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When a ticket is created in Teamwork Desk, update the contact in Exact Online and create a task in HubSpot.
Support tickets in Teamwork Desk update Exact Online records and log a follow-up task in HubSpot automatically.
E
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When an item is created or updated in Exact Online, create a customer in Teamwork Desk and update the deal in HubSpot.
Exact Online item updates create support profiles in Teamwork Desk and update deal stages in HubSpot.
Supported triggers and actions for Exact Online and Teamwork Desk
Mix and match to build the exact automation you need
Exact Online Triggers & Actions
Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact 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
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
Try it → Teamwork Desk Triggers & Actions
Instant
Ticket is created in Teamwork Desk
Triggers the automation when a new ticket is created
Try it → Instant
Ticket is assigned in Teamwork Desk
Triggers the automation when a ticket is assigned to a team member
Try it → Instant
Thread is updated in Teamwork Desk
Triggers the automation when any thread is updated
Try it → Instant
Customer sends a reply in Teamwork Desk
Triggers the automation when a customer sends a reply
Try it → Instant
Ticket is unassigned in Teamwork Desk
Triggers the automation when a ticket is unassigned
Try it → Instant
Agent sends a reply in Teamwork Desk
Triggers the automation when a ticket is replied to by any agent
Try it → Instant
Ticket note is created in Teamwork Desk
Triggers the automation when a new note is added to any ticket
Try it → Instant
Customer is created in Teamwork Desk
Triggers the automation when a new customer is created
Try it → What can you automate with Exact Online + Teamwork Desk?
Streamline your support and financial management by connecting Exact Online and Teamwork Desk workflows effortlessly.
🔄
Sync Exact Online contacts to Teamwork Desk tickets
Automatically open a new support ticket in Teamwork Desk the moment a contact is created or updated in Exact Online. Eliminate manual data entry between your accounting platform and support desk.
📋
Capture all submitted customer query fields
Map every detail from Exact Online records directly into your Teamwork Desk customer profiles and tickets instead of copying names and emails by hand.
🔔
Alert your support team instantly on updates
Notify your staff in messaging tools or email the second a new Exact Online contact or account triggers a support ticket in Teamwork Desk.
🔀
Route tasks based on submitted account details
Send tickets to different Teamwork Desk queues or assign varying priorities based on the specific account tier submitted in Exact Online.
🔄
Keep financial and support records synchronized
Update Exact Online contact and account records automatically whenever related customer interactions or ticket updates occur in Teamwork Desk.
🛡️
Prevent duplicate customer and contact entries
Search existing databases before creating new records so your Exact Online suite and Teamwork Desk environment remain clean and organized.
⏱️
Manage status changes across platforms
Automatically update records in Exact Online when support tickets are resolved or customer details are modified in Teamwork Desk.
🔌
Extend your workflow to CRMs and spreadsheets
Connect Exact Online and Teamwork Desk flows with HubSpot, Google Sheets, or Slack to build a complete multi-app business pipeline.
And much more...
Who is Exact Online + Teamwork Desk integration for?
Accounting, support, and operations teams rely on this integration to eliminate manual data entry and keep customer queries aligned with financial records.
Support managers
Accountants
Customer success leads
Operations directors
Finance teams
Account managers
🎧
Support managers
You're handling customer inquiries in Teamwork Desk while client accounts live in Exact Online, so agents waste time looking up billing status manually — automating both apps means every support ticket links directly to client financial records so agents work faster.
📊
Accountants
You manage client billing in Exact Online but support tickets originate in Teamwork Desk without financial context, leaving gaps in your account histories — this integration means every support interaction updates your financial records instantly.
⭐
Customer success leads
You need to track client health across support tickets and financial data, but manual record updates lead to missed escalations — connecting these apps means client records update automatically whenever support requests or account details change.
⚙️
Operations directors
Your support queue and accounting software operate in separate silos, causing bottlenecks during client onboarding and query resolution — integrating these apps means workflows run continuously without manual handoffs.
💳
Finance teams
You rely on accurate account data in Exact Online, but support team interactions rarely make it back into your financial suite — automating both apps means account updates flow seamlessly between your support desk and ledger.
📇
Account managers
You manage client relationships across multiple tools and miss critical ticket updates when contact details change in Exact Online — this integration means contact updates trigger instant support records and notifications.
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 + Teamwork Desk
Build and manage your Exact Online + Teamwork Desk automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Exact Online + Teamwork Desk 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
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Automation is ready
Connect Exact Online + Teamwork Desk Now 
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Frequently Asked Questions
How do I connect Exact Online to Teamwork Desk?
You can connect Exact Online to Teamwork Desk in 1 click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automations connecting Slack, Google Sheets, and 1,500+ other apps.
Can I automatically create support tickets from Exact Online contacts?
Can I connect Exact Online, Teamwork Desk, and HubSpot?
What is a good Zapier alternative for Exact Online and Teamwork Desk?
How do Exact Online contact updates trigger Teamwork Desk actions?
Can Teamwork Desk tickets update Exact Online records?
Do I need coding skills to automate Exact Online and Teamwork Desk?
Is the Exact Online and Teamwork Desk integration free?
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