Rating
4.9
Pre-built
150+
integrations
Total
100+
active users
avg
2 min
to connect
Custom Connections
Available
via HTTP connector
Build Powerful Workflows, fast
Triggers
When this happens…
Rev Ops
- Account Change Event Real-timeTriggers when account created or updated in RevOps
- Deal Change Event Real-timeTriggers when deal created or updated in RevOps
Any other trigger you can think up
Actions
Do this…
Exact Online
- Create customerCreate customer
- Create logistics itemCreate logistic item
- Create projectCreate project
- Create time transactionCreate a project time transaction
- Create time transaction basicCreate time transaction (basic: alle GUIDs handmatig, geen picklists)
- Delete customerDelete customer
- Delete logistics itemDelete logistic item
- Delete sales invoiceDelete sales invoice
- Get customersGet customers
- Get financial transactionsGet financial transactions
- Get gl accountsGet GL Accounts
- Get logistics itemsGet logistics items
- Get project wbsGet project WBS
- Get projectsGet projects
- Get sales invoice linesGet sales invoice lines
- Get sales invoicesGet sales invoices
- Get time transactionsGet project time transactions
- List employeesList employees (active) – let op: endpoint kan ontbreken in sommige tenants
- List employees for project basicList employees allowed on a project (basic)
- List project membersList project members allowed to book time
- List projects basicList projects (basic: ID, Code, Description)
- List time itemsList time items
- List time items basicList time items (basic: ID, Code, Description)
- Make api requestMake API request to Exact Online
- Update customerUpdate customer
- Update logistics itemUpdate logistic item
- Update projectUpdate project
- Update time transactionUpdate a project time transaction
Any other action you can think up
Rev Ops
- Calculate Usage and CostCalculate usage and cost in RevOps
- Create AccountCreates and verifies payable accounts in RevOps
- Create InvoiceCreate an invoice in RevOps
- Create or Update UsageEventCreate or update usage event in RevOps
- Create PlanCreate plan in RevOps
- Delete AccountDelete account in RevOps
- Void InvoiceVoid an invoice in RevOps
- Get Account InstanceGet a account in RevOps
- Get Deal InstanceGet a deal in RevOps
- Get Invoice InstanceGet a invoice in RevOps
- Get List of AccountsGet a list of accounts in RevOps
- Get List of DealsGet a list of deals in RevOps
- Get List of InvoicesGet a list of invoices in RevOps
- Get List of PlansGet a list of plans in RevOps
- Get List of Usage EventsGet a list of usage events in RevOps
- Get Plan InstanceGet a plan in RevOps
- Get Usage Event InstanceGet a usage event in RevOps
- Send Invoice NotificationSend an invoice notification in RevOps
- Invoice PaymentCharge an invoice in RevOps
- Update AccountUpdate account in RevOps
- Update InvoiceCreate an invoice in RevOps
- Update PlanUpdate plan in RevOps
Any other action you can think up
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