Exact Online and Outreach integrations and automations

Seamlessly connect Exact Online and Outreach. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

Outreach
  • Completed sequence task
    Completed sequence task in Outreach
  • New or updated record Real-time
    New/Updated record in Outreach
  • New record Real-time
    New record in Outreach

    • Any other trigger you can think up

Actions

Do this…

Exact Online
  • Create customer
    Create a new customer in Exact Online
  • Create invoice item
    Create an invoice item in Exact Online
  • Create logistics item
    Create an logistic item in Exact Online
  • Delete customer
    Delete a customer from Exact Online
  • Delete logistics item
    Delete a logistics item from Exact Online using its unique ID.
  • Delete sales invoice
    Delete a sales invoice from Exact Online
  • Delete sales invoice line
    Delete a sales invoice line from Exact Online
  • Get contracts
    Get contracts from Exact Online
  • Get customers
    Get customers from Exact Online
  • Get financial transactions
    Get financial transactions from Exact Online
  • Get gl accounts
    Get GL Accounts from Exact Online
  • Get item groups
    Get item groups from Exact Online
  • Get logistics items
    Get logistics items from Exact Online
  • Get sales invoice lines
    Get sales invoice lines from Exact Online
  • Get sales invoices
    Get sales invoices from Exact Online
  • Make api request
    Make API request to Exact Online
  • Update customer
    Update an existing customer in Exact Online
  • Update logistics item
    Update a logistics item in Exact Online using its unique ID.
  • Update sales invoice
    Update a sales invoice in Exact Online
  • Update sales invoice line
    Update a sales invoice line in Exact Online

    • Any other action you can think up

Outreach
  • Custom action
    Custom action in Outreach (Custom)
  • Add a prospect to sequence
    Add a prospect to a sequence in Outreach
  • Add a template to sequence step
    Add a template to a sequence step in Outreach
  • Create record
    Create record in Outreach
  • Get record by ID
    Get record details in Outreach
  • Get steps in a sequence Batch
    Get steps in a sequence in Outreach
  • Search records Batch
    Search records in Outreach
  • Update record
    Update record in Outreach

    • Any other action you can think up

One platform

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