Exact Online + Zendesk Integration

Integrate Exact Online to Zendesk in one click, or tell Integrately AI how you want each user handled. Sync support data, update accounts and contacts, alert your team, and trigger follow-ups 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
  • Zendesk
    Ticket is solved in Zendesk
  • Zendesk
    Ticket is updated in Zendesk
  • Zendesk
    Ticket is created in Zendesk
  • Zendesk
    Ticket is created in view in Zendesk
  • Zendesk
    Activity(Audit) is added for specific ticket in Zendesk
  • Zendesk
    View is created in Zendesk
  • Zendesk
    User is created in Zendesk
  • Zendesk
    Group is created in Zendesk
  • Zendesk
    Organization is created in Zendesk
Arrow Right
2.
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Create contact in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create cost centre 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 cost centre by code in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search item by code 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
  • Zendesk
    Get organization by id in Zendesk
  • Zendesk
    Create ticket in Zendesk
  • Zendesk
    Update ticket in Zendesk
  • Zendesk
    Add comment to ticket in Zendesk
  • Zendesk
    Search ticket in Zendesk
  • Zendesk
    Add tag to ticket in Zendesk
  • Zendesk
    Create user in Zendesk
  • Zendesk
    Update user in Zendesk
  • Zendesk
    Search agent in Zendesk
  • Zendesk
    Search user in Zendesk
  • Zendesk
    Get user by id in Zendesk
  • Zendesk
    Create organization in Zendesk
  • Zendesk
    Update organization in Zendesk
  • Zendesk
    Search organization in Zendesk
  • Zendesk
    Search group in Zendesk

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Ready WorkflowsReady Workflows   for Exact Online + Zendesk Integration

Sync contacts, track support tickets, keep account records updated, and streamline customer operations, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 + Zendesk flow

Keep your broader business stack aligned by routing customer records and support updates to your favourite collaboration and CRM tools. Pick a combination and activate it in one click.

Exact Online
Zendesk
+
SalesforceSalesforce (6)
+
HubspotHubspot (5)
+
ShopifyShopify (4)
+
SlackSlack (5)
+
StripeStripe (4)
+
GmailGmail (4)
Z
E
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When a new Zendesk ticket is created, create an account in Exact Online and add a lead in Salesforce.
New Zendesk tickets immediately create accounts in Exact Online and leads in Salesforce without manual data entry.
E
Z
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When an Exact Online account is updated, update the matching Zendesk organization and sync the record in Salesforce.
Exact Online account updates automatically propagate to Zendesk organizations and Salesforce records.
Z
E
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When a Zendesk ticket is updated, update the Exact Online account and record the activity in Salesforce.
Zendesk ticket updates instantly refresh Exact Online accounts and log activities in Salesforce.
Z
E
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If a Zendesk ticket is solved, update the Exact Online account status and close the task in Salesforce.
Solved Zendesk tickets automatically update Exact Online account details and close related Salesforce tasks.
Z
E
S
Use Claude to analyse Zendesk ticket sentiment, update the Exact Online account, and log notes in Salesforce.
Claude evaluates Zendesk ticket sentiment, updating Exact Online accounts and Salesforce logs accordingly.
Z
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When a new user is created in Zendesk, create a contact in Exact Online and add a contact in Salesforce, then notify the team.
New Zendesk users instantly populate Exact Online contacts, Salesforce contacts, and team alerts.

Supported triggers and actions for Exact Online and Zendesk

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
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Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
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Search contact by first name in Exact Online
Searches for a contact by first name
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Create contact in Exact Online
Creates an contact
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Create account in Exact Online
Creates an account
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Create address in Exact Online
Creates a new address
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Create bank account in Exact Online
Creates a new bank account
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Create cost centre in Exact Online
Creates a new cost centre
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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 cost centre by code in Exact Online
Searches for a cost center by code
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Search cost unit by code in Exact Online
Searches for an item by code
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Search item by code in Exact Online
Searches for an item by code
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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
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Search document by accountName in Exact Online
Searches for documents by account name
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Zendesk
Zendesk Triggers & Actions
Ticket is solved in Zendesk
Triggers the automation when a ticket is solved
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Ticket is updated in Zendesk
Triggers the automation when a ticket is updated
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Ticket is created in Zendesk
Triggers the automation when a new ticket is created
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Ticket is created in view in Zendesk
Triggers the automation when a new ticket is created in a particular view
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Activity(Audit) is added for specific ticket in Zendesk
Triggers the automation when a ticket is audited
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View is created in Zendesk
Triggers the automation when a new view is created
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User is created in Zendesk
Triggers the automation when a new user is created
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Group is created in Zendesk
Triggers the automation when a new group is created
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Organization is created in Zendesk
Triggers the automation when a new organization is created
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Get organization by id in Zendesk
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Create ticket in Zendesk
Generates a new ticket
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Update ticket in Zendesk
Updates ticket information
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Add comment to ticket in Zendesk
Adds a comment to a ticket
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Search ticket in Zendesk
Searches for a ticket
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Add tag to ticket in Zendesk
Adds a tag to a ticket for easy categorization and tracking
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Create user in Zendesk
Generates a new user account
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Update user in Zendesk
Updates user information
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Search agent in Zendesk
Searches for agent based on criteria
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Search user in Zendesk
Searches for a user
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Get user by id in Zendesk
Retrieves user information using their id
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Create organization in Zendesk
Generates a new invoice
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Update organization in Zendesk
Updates organization information
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Search organization in Zendesk
Finds and retrieves information about a organization
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Search group in Zendesk
Searches for a group
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What can you automate with Exact Online + Zendesk?

Streamline your customer support and accounting workflows by connecting Exact Online and Zendesk for seamless data synchronisation.

What you can automate?
🔄
Sync support tickets into accounting records
Automatically create Exact Online accounts or update contacts whenever a new customer support ticket is submitted in Zendesk. Eliminate manual data entry and keep your financial database perfectly aligned with support activity.
📋
Capture every submitted custom field
Map all ticket details and customer responses from Zendesk directly into your Exact Online account fields instead of just basic contact info. Your records become a complete, reliable source for business review.
🔔
Alert the right team member instantly
Trigger instant team notifications in Slack or email whenever a high-priority support ticket or account update occurs in Exact Online and Zendesk. Ensure rapid response times for critical client issues.
🔀
Route workflows based on submitted ticket criteria
Apply conditional rules to send specific ticket types to different Exact Online account categories or trigger specialised follow-up actions based on customer input.
✏️
Keep destination records continuously updated
Ensure that changes to Zendesk organizations or Exact Online contacts propagate automatically across both systems without requiring manual refreshes or duplicate entries.
🔍
Find and update instead of creating duplicates
Search for existing Exact Online accounts by name before creating new records, preventing duplicate entries and maintaining a clean, orderly database.
Handle later status changes and resolutions
Trigger automated accounting updates and CRM task completions the moment a Zendesk support ticket is marked as solved or closed.
🔌
Extend flows to popular CRM and messaging tools
Connect your Exact Online and Zendesk automation further by pushing records into Salesforce, HubSpot, or Slack for complete cross-team visibility.
And much more...

Who is Exact Online + Zendesk integration for?

Finance teams, customer support managers, and operations leads relying on Exact Online and Zendesk eliminate manual data entry and keep customer records permanently synchronised.

Finance Managers
Finance Managers
Customer Support Leads
Customer Support Leads
Client Success Directors
Client Success Directors
Operations Specialists
Operations Specialists
Account Executives
Account Executives
Data Administrators
Data Administrators
📈
Finance Managers
You review support resolution metrics and financial accounts to assess customer value, but your accounting software only updates when someone manually re-keys ticket outcomes, so your balance records are always out of sync — this integration means every solved ticket automatically updates your Exact Online accounts and your financial data stays current.
Customer Support Leads
You need to act fast on billing inquiries and client escalations, but account details in Exact Online are disconnected from your Zendesk tickets, so your agents find out about credit issues too late — with this integration, every new support ticket instantly creates or updates the matching Exact Online account and your team responds immediately.
📋
Client Success Directors
You answer to stakeholders who want to see real-time progress on client support issues and billing accounts, but manual reporting leaves gaps between platforms — automating both apps means your Exact Online records and Zendesk tickets remain aligned and your stakeholder reports are always accurate.
🔄
Operations Specialists
The volume of incoming support tickets and client updates is too high for anyone to keep up with by hand, leading to missed account synchronisations and frustrated teams — connecting these apps means every Zendesk ticket and Exact Online account flows instantly without manual intervention.
🤝
Account Executives
You own the client relationship after onboarding and depend on support teams to hand over billing and ticket context, but information gets lost between departments — this integration means every support interaction in Zendesk updates your Exact Online records so account handovers happen seamlessly.
🗂️
Data Administrators
You need a reliable audit history of customer interactions across financial and support systems, but keep finding missing links between Exact Online and Zendesk — automating both apps means every contact, account, and ticket is logged permanently without gaps.
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 + Zendesk

Build and manage your Exact Online + Zendesk 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 + Zendesk 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Exact Online to Zendesk?
Frequently Asked Questions
You can connect Exact Online to Zendesk in just 1 click using ready templates or by asking Integrately AI to build your exact workflow. Link your accounts, select your triggers, and start synchronising data with popular apps like Slack, Salesforce, and HubSpot.
Can I automatically create Exact Online accounts when a Zendesk ticket is created?
Frequently Asked Questions
Can I connect Exact Online, Zendesk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Exact Online and Zendesk?
Frequently Asked Questions
How does Exact Online handle account updates during support ticket changes?
Frequently Asked Questions
Can Zendesk trigger updates to Exact Online contacts automatically?
Frequently Asked Questions
Do I need coding skills to automate Exact Online and Zendesk?
Frequently Asked Questions
Is the Exact Online and Zendesk integration free?
Frequently Asked Questions
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You Can Also Connect Exact Online or Zendesk With 1500+ Other Apps

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