Exact Online + Zoho Projects Integration
Integrate Exact Online to Zoho Projects in one click, or tell Integrately AI how you want each account handled. Create projects, sync contacts, log tasks, and keep your teams aligned 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
Task is created in Zoho Projects- Task is completed in project in Zoho Projects
- Task status is changed to closed in Zoho Projects
- Project is created in Zoho Projects
- Project is updated in Zoho Projects
- Task list is created in Zoho Projects
- Log time is created in Zoho Projects
- Bug is created in Zoho Projects
- Milestone is created in Zoho Projects
2.
- Search cost unit by code 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
- Search cost centre by code in Exact Online
- Create account 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
- Create contact in Exact Online
- Search task in Zoho Projects
- Create project in Zoho Projects
- Update project in Zoho Projects
- Search project in Zoho Projects
- Create task in Zoho Projects
- Create task list in Zoho Projects
- Add a time log in Zoho Projects
- Create bug in Zoho Projects
- Create milestone in Zoho Projects
- Search task list in Zoho Projects
Trusted by experts at...
Ready Workflows for Exact Online + Zoho Projects Integration
Capture new accounts, create projects, log tasks, update records, and keep teams aligned, 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 + Zoho Projects flow
Sync your core project and accounting data with external collaboration tools, spreadsheets, and CRMs. Pick a combination and activate it in one click.
+
Trello (4)
Trello (4) +
Slack (4)
Slack (4) +
Google Drive (3)
Google Drive (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Google Sheets (3)
Google Sheets (3) +
HubSpot (3)
HubSpot (3) E
Z
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Create a Trello card and a Zoho Projects project whenever a new account is created in Exact Online
New Exact Online accounts instantly trigger a Zoho Projects project and a Trello card, so your project teams start work immediately.
Z
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When a task is created in Zoho Projects, create a contact in Exact Online and add a Trello card
Keep your Exact Online contacts updated and track tasks in Trello the moment work begins in Zoho Projects.
Z
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When a Zoho Projects project is updated, update the matching Exact Online account and move the Trello card
Project updates flow automatically to your Exact Online account records and move your Trello board forward.
Z
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Use ChatGPT to summarise new Zoho Projects bugs, create an Exact Online document, and add a Trello card
Turn bug reports into structured Exact Online documents and Trello cards using AI analysis.
Supported triggers and actions for Exact Online and Zoho Projects
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 → Zoho Projects Triggers & Actions
Task is completed in project in Zoho Projects
Triggers the automation when any task is completed in a particular project
Try it → Task status is changed to closed in Zoho Projects
Triggers the automation when a task status is changed to closed
Try it → Task list is created in Zoho Projects
Triggers the automation when a new task list is created
Try it → Milestone is created in Zoho Projects
Triggers the automation when a new milestone is created
Try it → What can you automate with Exact Online + Zoho Projects?
Connect accounting and project execution to eliminate duplicate data entry across your workflows.
🚀
Create project workspaces from new accounts
Automatically spin up a Zoho Projects workspace the moment an account is created in Exact Online, eliminating manual project setup.
📝
Capture every submitted contact detail
Map all available contact and item fields from Exact Online straight into Zoho Projects tasks and records without missing data.
🔔
Notify your team on important updates
Send instant team alerts whenever project tasks are completed or milestones are reached in Zoho Projects.
🔀
Route records based on project criteria
Trigger different update paths in Exact Online depending on the specific status or category of your Zoho Projects task.
🔄
Keep account records constantly updated
Synchronise project modifications and task closures back to your Exact Online account entries automatically.
🛡️
Prevent duplicate entries
Search existing accounts and contacts before creating new records to keep your databases clean and organised.
⏱️
Handle time logs and cost units
Track billable hours and time logs in Zoho Projects to update cost units and financial records in Exact Online.
🔗
Extend workflows to external apps
Connect your core Exact Online and Zoho Projects flow with Slack, Google Drive, or QuickBooks Online for multi-step automation.
And much more...
Who is Exact Online + Zoho Projects integration for?
Operations managers, accountants, and project leads eliminate manual data entry between business software and project workspaces.
Finance directors
Project managers
Agency owners
Operations teams
Account managers
Compliance officers
📈
Finance directors
You review financial accounts in Exact Online but operational budget tracking happens in Zoho Projects, so your cost reports are always outdated — with this integration, every account change and milestone links your financial records instantly.
⚡
Project managers
You need to kick off client workspaces the moment an account is created in Exact Online, but manual setup leaves your team waiting — automating both apps means every new account provisions a Zoho Projects workspace instantly.
🤝
Agency owners
You report on project progress to clients who depend on accurate milestones, but disconnected tools lead to delayed updates — connecting these apps means your Exact Online records and Zoho Projects tasks stay perfectly synchronized.
📊
Operations teams
You process high volumes of client contacts and items in Exact Online that need task tracking in Zoho Projects, but manual copying creates bottlenecks — with this integration, every item and contact update populates your project boards automatically.
🔧
Account managers
You manage client relationships in Exact Online while execution happens in Zoho Projects, leaving gaps in communication — connecting these apps means every project update reflects directly on your client accounts.
📋
Compliance officers
You need a reliable audit history between accounting entries and project documentation, but manual logs leave gaps — this integration means every account and task creates verified system records without manual effort.
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 + Zoho Projects
Build and manage your Exact Online + Zoho Projects automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Exact Online + Zoho Projects 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 + Zoho Projects Now 
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Frequently Asked Questions
How do I connect Exact Online to Zoho Projects?
You can connect Exact Online to Zoho Projects in 1 click using ready templates on Integrately or ask Integrately AI to build the workflow for you. Once connected, your accounts, projects, and tasks sync automatically.
Can I automatically create a Zoho Projects project when an Exact Online account is created?
Can I connect Exact Online, Zoho Projects, and Slack?
What is a good Zapier alternative for Exact Online and Zoho Projects?
How are Exact Online account updates handled in Zoho Projects?
Can Zoho Projects task completions update Exact Online records?
Do I need coding skills to automate Exact Online and Zoho Projects?
Is the Exact Online and Zoho Projects integration free?
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