Exact Online + Wrike Integration

Integrate Exact Online to Wrike in one click, or tell Integrately AI how you want each contact handled. Sync client details, create project tasks, alert your team, and track time automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Contact is created or updated in Exact Online Instant
  • Wrike
    Task is created in Wrike Instant
  • Wrike
    Task status is changed in Wrike Instant
  • Wrike
    Comment is created in Wrike Instant
  • Wrike
    Folder is created in Wrike Instant
  • Wrike
    Attachment is added in Wrike Instant
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2.
  • Exact Online
    Search item by code 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 address by contact 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
    Create cost centre 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
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create contact in Exact Online
  • Wrike
    Create task in Wrike
  • Wrike
    Get task by Id in Wrike
  • Wrike
    Create a timelog in Wrike
  • Wrike
    Create folder in Wrike
  • Wrike
    Add a comment in task in Wrike
  • Wrike
    Add a comment in folder in Wrike
  • Wrike
    Create project in Wrike
  • Wrike
    Get folder by Id in Wrike

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Ready Workflows Ready Workflows for Exact Online + Wrike Integration

Capture client contacts, create project tasks, sync documents, track billable hours, and update accounts, all in just one click.

Most popular automationmost-popular-automations
Exact Online + Wrike Integration

Create Wrike task for new Exact Online contact

If you're using Exact Online and Wrike to manage your work, you'll want to make sure that contact-creation task are automatically created in Wrike. That way, you can easily keep track of who owes you what and when they're supposed to pay!
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + Wrike flow

Sync your project workflows with team messaging, CRM records, accounting books, and document storage. Pick a combination and activate it in one click.

Exact Online
Wrike
+
SlackSlack (4)
+
HubspotHubspot (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
TogglToggl (4)
E
W
S
Create a Wrike task for every new Exact Online contact, and notify your team instantly on Slack.
New Exact Online contacts trigger a corresponding Wrike task instantly while your Slack channel receives an alert, keeping project teams aligned from day one.
E
W
S
When a Wrike task status is changed, update the Exact Online account, and post the update in Slack.
Task updates in Wrike automatically refresh your financial accounts in Exact Online and post a progress update in Slack.
E
W
S
When an Exact Online item is created or updated, create a Wrike folder, and notify the product team in Slack.
New items in Exact Online automatically generate a structured Wrike folder and notify your team in Slack.
E
W
S
When a Wrike comment is created, search the Exact Online account by name, and alert the account owner in Slack.
Wrike comment updates look up the relevant Exact Online account and notify the account owner on Slack.

Supported triggers and actions for Exact Online and Wrike

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
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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 →
Search item by code in Exact Online
Searches for an item by code
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Create cost unit in Exact Online
Creates a new cost unit
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Create project in Exact Online
Creates a new project
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Create item in Exact Online
Creates a new item
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Search account by name in Exact Online
Searches for an account by name
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Search address by contact name in Exact Online
Searches for an address by contact name
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Search bank account by account name in Exact Online
Searches for a bank account by name
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Search contact by first name in Exact Online
Searches for a contact by first name
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Search cost centre by code in Exact Online
Searches for a cost center by code
Try it →
Search cost unit by code in Exact Online
Searches for an item by code
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Create cost centre in Exact Online
Creates a new cost centre
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Create document in Exact Online
Creates a new document
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Delete account in Exact Online
Deletes an account
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Delete contact in Exact Online
Deletes a contact
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Update account in Exact Online
Updates an account
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Update contact in Exact Online
Updates a contact
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Update address in Exact Online
Updates an address
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Update cost center in Exact Online
Updates a cost center
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Update cost unit in Exact Online
Updates a cost unit
Try it →
Search document by accountName in Exact Online
Searches for documents by account name
Try it →
Create bank account in Exact Online
Creates a new bank account
Try it →
Create address in Exact Online
Creates a new address
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Create account in Exact Online
Creates an account
Try it →
Create contact in Exact Online
Creates an contact
Try it →
Wrike
Wrike Triggers & Actions
Instant
Task is created in Wrike
Triggers the automation when a new task is created
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Instant
Task status is changed in Wrike
Triggers the automation when the status of a task is changed
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Instant
Comment is created in Wrike
Triggers the automation when a new comment is created
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Instant
Folder is created in Wrike
Triggers the automation when a new folder is created
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Instant
Attachment is added in Wrike
Triggers the automation when a new attachment is added
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Create task in Wrike
Creates a new task
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Get task by Id in Wrike
Retrieves a task using its id
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Create a timelog in Wrike
Record and track the time spent
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Create folder in Wrike
Creates a new folder in the designated location
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Add a comment in task in Wrike
Adds a comment to a task in the workflow
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Add a comment in folder in Wrike
Adds a comment to a folder within the designated workspace
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Create project in Wrike
Creates a new project
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Get folder by Id in Wrike
Retrieve a folder from a database or storage system using its id
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What can you automate with Exact Online + Wrike?

Streamline your business operations by connecting financial management and project delivery into one unified workflow.

What you can automate?
🔄
Create Wrike tasks from Exact Online contacts
Automatically trigger a new task in Wrike whenever a contact is created or updated in Exact Online, ensuring seamless project kickoff.
📋
Capture all submitted account and item details
Map comprehensive contact, account, and item data from Exact Online straight into Wrike tasks and project folders instead of just names.
🔔
Notify your team the moment work starts
Alert project managers and team members instantly on Slack or Gmail when new Exact Online contacts or Wrike tasks are created.
🔀
Route tasks based on submitted field criteria
Condition workflows so enterprise accounts generate priority Wrike tasks while standard accounts follow normal delivery paths.
📝
Keep account records updated across platforms
Automatically update Exact Online accounts whenever Wrike task statuses change or comments are added by project teams.
🔎
Search and update existing records safely
Look up existing accounts and contacts in Exact Online before creating new entries, preventing duplicate records.
⏱️
Handle milestone changes and time logs
Record timelogs in Wrike and update financial accounts in Exact Online as projects move through completion stages.
🔌
Extend flows to Slack, HubSpot, and more
Connect your core Exact Online and Wrike flow to Slack, HubSpot, QuickBooks Online, Gmail, Google Drive, or Toggl for end-to-end automation.
And much more...

Who is Exact Online + Wrike integration for?

Connect Exact Online and Wrike to keep financial records and project deliverables perfectly synchronized without manual data entry.

Finance Directors
Finance Directors
Project Managers
Project Managers
Account Managers
Account Managers
Operations Coordinators
Operations Coordinators
Team Leads
Team Leads
Compliance Officers
Compliance Officers
📈
Finance Directors
You review account metrics and billing reports, but your financial ledgers only update when someone manually exports data, so your figures are always lagging behind — automating both apps means every new contact and account update populates your books instantly and your reporting stays current.
Project Managers
You need to initiate deliverables as soon as clients sign up, and you find out about new accounts too late when details are trapped in accounting systems — with this integration, every new Exact Online contact immediately triggers a Wrike project task so execution begins right away.
🤝
Account Managers
You answer to clients who want immediate visibility into project progress, but status updates remain disconnected from your accounting records — connecting these apps means task milestones in Wrike automatically update your Exact Online accounts so client reviews reflect accurate data.
📦
Operations Coordinators
The volume of new client accounts and item creations is too high for anyone to keep up by hand across multiple platforms — automating both apps means every record created in Exact Online provisions tasks and folders in Wrike without manual data copying.
👥
Team Leads
You depend on upstream handoffs from billing to start your delivery sprint, but manual notifications cause unnecessary delays — this integration means Wrike tasks are created automatically the moment client accounts are established in Exact Online.
🗂️
Compliance Officers
You need a reliable audit history across client records and project workspaces, but manual entry leaves frequent gaps in your tracking — connecting these apps means every update in Exact Online is accurately mirrored in Wrike for complete operational visibility.
Our team

Ready Workflows 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 + Wrike

Build and manage your Exact Online + Wrike automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Exact Online + Wrike with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Exact Online to Wrike?
Frequently Asked Questions
You can connect Exact Online to Wrike in 1-click using ready-made workflows or ask Integrately AI to build the integration for you. It takes just minutes to link your accounts alongside tools like Slack, HubSpot, and Gmail.
Can I automatically create Wrike tasks from Exact Online contacts?
Frequently Asked Questions
Can I connect Exact Online, Wrike, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Exact Online and Wrike?
Frequently Asked Questions
How do contact updates in Exact Online trigger Wrike tasks?
Frequently Asked Questions
Can Wrike task status changes update Exact Online accounts?
Frequently Asked Questions
Do I need coding skills to automate Exact Online and Wrike?
Frequently Asked Questions
Is the Exact Online and Wrike integration free?
Frequently Asked Questions
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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 Wrike With 1500+ Other Apps

Exact Online
Popular Exact Online Integrations
Connect Exact Online to accounting, CRM, and invoicing platforms to manage financial workflows across your business.
Wrike
Popular Wrike Integrations
Sync Wrike with document storage, team communication, and time tracking tools to keep project delivery running smoothly.
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Wrike Integrations arrow right
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