Integrate Exact Online with Retently

Trigger NPS/CSAT surveys after invoice generation or payment completion, sync customer financial profiles with Retently to maintain updated contact information, and use feedback scores to improve financial service offerings.

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About Exact Online

Exact Online offers cloud-based accounting and ERP solutions for small and medium-sized enterprises, providing functionalities for financial management, invoicing, and inventory tracking.

Exact Online to Retently

New or Updated Account

Triggers when an account is created or updated.

New or Updated Bank Entry

Triggers when a bank entry is created or updated.

New or Updated Goods Delivery

Triggers when a goods delivery is created or updated.

New Mail Message Sent

Triggers when a new mail message is sent.

New or Updated Project Time Transaction

Triggers when a project time transaction is created or updated.

New or Updated Purchase Order

Triggers when a new purchase order is created or updated.

New or Updated Sales Entry

Triggers when a new sales entry is created or updated.

New or Updated Sales Order

Triggers when a new sales order is created or updated.

New or Updated Bank Account

Triggers when a bank account is created or updated.

New or Updated Contact

Triggers when a contact is created or updated.

New or Updated Item

Triggers when an item is created or updated.

New or Updated Opportunity

Triggers when an opportunity is created or updated.

New or Updated Purchase Entry

Triggers when a purchase entry is created or updated.

New or Updated Quotation

Triggers when a quotation is created or updated.

New or Updated Sales Invoice

Triggers when a sales invoice is created or updated.

New or Updated Subscription

Triggers when a subscription is created or updated.

Retently to Exact Online

Create Purchase Entry

Creates a purchase entry in Exact Online.

Create Account

Creates an account in Exact Online.

Create Bank Account

Creates a bank account in Exact Online.

Create Bill of Material (Bom) Material

Creates a bill of material (BOM) material.

Create Contact

Creates a new contact in Exact Online.

Create Cost Unit

Creates a cost unit in Exact Online.

Create Document Attachment

Creates a document attachment in Exact Online.

Create Goods Delivery

Creates a goods delivery in Exact Online.

Create Opportunity

Creates an opportunity in Exact Online.

Create Project Classification

Creates a project classification in Exact Online.

Create Purchase Order

Creates a purchase order in Exact Online.

Create Sales Invoice

Creates a sales invoice in Exact Online.

Create Sales Entry

Creates a sales entry in Exact Online.

Create Sales Order

Creates a sales order in Exact Online.

Create Subscription

Creates a subscription in Exact Online.

Delete Account

Deletes an account in Exact Online.

Delete Sales Invoice

Deletes a sales invoice in Exact Online.

Delete Sales Order

Deletes a sales order in Exact Online.

Delete Subscription

Deletes a subscription in Exact Online.

Delete Webhook Subscription

Deletes a webhook subscription.

Create Item

Creates a new item in Exact Online.

Send Sales Invoice

Sends a sales invoice in Exact Online.

Update Address

Updates an address in Exact Online.

Update Contact

Updates a contact in Exact Online.

Update Cost Unit

Updates a cost unit in Exact Online.

Update Purchase Order

Updates a purchase order in Exact Online.

Update Sales Order

Updates a sales order in Exact Online.

Find Account

Finds an account in Exact Online.

Find Bank Account

Finds a bank account in Exact Online.

Find Contact

Finds a contact in Exact Online.

Find Cost Unit

Finds a cost unit in Exact Online.

Find General Ledger Account

Finds a general ledger account in Exact Online.

Find Item

Finds an item in Exact Online.

Find Opportunity

Finds an opportunity in Exact Online.

Find Project Time Transaction

Finds a project time transaction in Exact Online.

Find Purchase Order

Finds a purchase order in Exact Online.

Find Receivable

Finds a receivable in Exact Online.

Find Sales Order Line

Finds a sales order line in Exact Online.

Find Sales Invoice

Finds a sales invoice in Exact Online.

Find Sales Order

Finds a sales order in Exact Online.

Find Sales Price List Volume Discount

Finds sales price list volume discounts in Exact Online.

Find Warehouse Transfer

Finds a warehouse transfer in Exact Online.

Find or Create Address

Finds an address in Exact Online.

Find or Create Contact

Finds a contact in Exact Online.

Find or Create Cost Unit

Finds a cost unit in Exact Online.

Find or Create Item

Finds an item in Exact Online.

Find or Create Quotation

Finds a quotation in Exact Online.

Find or Create Sales Order Line

Finds a sales order line in Exact Online.

Find or Create Sales Order

Finds a sales order in Exact Online.

Find or Create Warehouse Transfer

Finds a warehouse transfer in Exact Online.

Create Warehouse Transfer

Creates a warehouse transfer in Exact Online.

Create Address

Creates an address in Exact Online.

Create Bank Entry

Creates a bank entry in Exact Online.

Create Cash Entry

Creates a cash entry in Exact Online.

Create Cost Center

Creates a cost center in Exact Online.

Create Document

Creates a document in Exact Online.

Create General Journey Entry

Creates a general journey entry in Exact Online.

Create Sales Invoice From Sales Order

Creates a sales invoice from a sales order in Exact Online.

Create Project

Creates a project in Exact Online.

Create Purchase Invoice

Creates a purchase invoice in Exact Online.

Create Quotation

Creates a quotation in Exact Online.

Create Sales Invoice Line

Creates a sales invoice line in Exact Online.

Create Sales Item Price

Creates a sales item price in Exact Online.

Create Sales Order Line

Creates a sales order line in Exact Online.

Create WBS Activity

Creates a WBS activity in Exact Online.

Delete Contact

Deletes a contact in Exact Online.

Delete Sales Invoice Line

Deletes a sales invoice line in Exact Online.

Delete Sales Order Line

Deletes a sales order line in Exact Online.

Delete Subscription Line

Deletes a subscription line in Exact Online.

Download Document

Downloads a document from Exact Online.

Send Sales Order

Sends a sales order in Exact Online.

Update Account

Updates an account in Exact Online.

Update Bank Account

Updates a bank account in Exact Online.

Update Cost Center

Updates a cost center in Exact Online.

Update Opportunity

Updates an opportunity in Exact Online.

Update Sales Order Line

Updates a sales order line in Exact Online.

Find Profit Loss Overview

Finds the profit loss overview in Exact Online.

Find Address

Finds an address in Exact Online.

Find Bank Entry

Finds a bank entry in Exact Online.

Find Cost Center

Finds a cost center in Exact Online.

Find Document

Finds a document in Exact Online.

Find Goods Delivery

Finds a goods delivery in Exact Online.

Find Mail Message Sent

Finds a sent mail message in Exact Online.

Find Payment

Finds a payment in Exact Online.

Find Purchase Entry

Finds a purchase entry in Exact Online.

Find Quotation

Finds a quotation in Exact Online.

Find Sales Entry

Finds a sales entry in Exact Online.

Find Sales Price List

Finds a sales price lists in Exact Online.

Find Sales Item Price

Finds a sales item price in Exact Online.

Find Sales Price List Linked Account

Finds a sales price list linked account in Exact Online.

Find Subscription

Finds a subscription in Exact Online.

Find or Create an Account

Finds an account in Exact Online.

Find or Create Bank Account

Finds a bank account in Exact Online.

Find or Create Cost Center

Finds a cost center in Exact Online.

Find or Create Goods Delivery

Finds a goods delivery in Exact Online.

Find or Create Purchase Entry

Finds a purchase entry in Exact Online.

Find or Create Sales Entry

Finds a sales entry in Exact Online.

Find or Create Sales Invoice

Finds a sales invoice in Exact Online.

Find or Create Subscription

Finds a subscription in Exact Online.

16 Proven Tactics to Increase Your Customer Lifetime Value (CLV)

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