Exact Online and Rocketlane integration | Workato

Build Powerful Workflows, fast

Rocketlane

New Account Real-time
New Account in Rocketlane
Updated Account Real-time
Updated Account in Rocketlane
Csat Submitted Real-time
Csat Submitted in Rocketlane
Updated Expense Real-time
Updated Expense in Rocketlane
Form Submitted Real-time
Form Submitted in Rocketlane
New Invoice Real-time
New Invoice in Rocketlane
New payment/write-off record Real-time
New payment/write-off record in Rocketlane
Payment/write-off record updated Real-time
Payment/write-off record updated in Rocketlane
Updated Invoice Real-time
Updated Invoice in Rocketlane
Meeting transcription completed Real-time
Meeting transcription completed in Rocketlane
New Project Message Real-time
New Project Message in Rocketlane
New Project Real-time
New Project in Rocketlane
New Project Update Message Real-time
New Project Update Message in Rocketlane
Updated Project Real-time
Updated Project in Rocketlane
New Signal generated Real-time
New Signal generated in Rocketlane
New Task Message Real-time
New Task Message in Rocketlane
New Task Real-time
New Task in Rocketlane
Updated Task Real-time
Updated Task in Rocketlane

Any other trigger you can think up

Exact Online

Create customer
Create customer
Create logistics item
Create logistic item
Create project
Create project
Create time transaction
Create a project time transaction
Create time transaction basic
Create time transaction (basic: alle GUIDs handmatig, geen picklists)
Delete customer
Delete customer
Delete logistics item
Delete logistic item
Delete sales invoice
Delete sales invoice
Get customers
Get customers
Get financial transactions
Get financial transactions
Get gl accounts
Get GL Accounts
Get logistics items
Get logistics items
Get project wbs
Get project WBS
Get projects
Get projects
Get sales invoice lines
Get sales invoice lines
Get sales invoices
Get sales invoices
Get time transactions
Get project time transactions
List employees
List employees (active) – let op: endpoint kan ontbreken in sommige tenants
List employees for project basic
List employees allowed on a project (basic)
List project members
List project members allowed to book time
List projects basic
List projects (basic: ID, Code, Description)
List time items
List time items
List time items basic
List time items (basic: ID, Code, Description)
Make api request
Make API request to Exact Online
Update customer
Update customer
Update logistics item
Update logistic item
Update project
Update project
Update time transaction
Update a project time transaction

Any other action you can think up

Rocketlane

Add attachment to invoice
Add attachment to invoice in Rocketlane
Archive Project
Archive Project in Rocketlane
Create Account
Create Account in Rocketlane
Create Financials Budget
Create Financials Budget in Rocketlane
Create Line item
Create Line item in Rocketlane
Add payment/write-off record to an invoice
Add payment/write-off record to an invoice in Rocketlane
Create Project
Create Project in Rocketlane
Post Project Message
Post Project Message in Rocketlane
Create External Resource Mapping
Create External Resource Mapping in Rocketlane
Create Task
Create Task in Rocketlane
Post Task message
Post Task message in Rocketlane
Create Time Off
Create Time Off in Rocketlane
Delete Project
Delete Project in Rocketlane
Import Templates to Project
Import Templates to Project in Rocketlane
Notify User
Notify User in Rocketlane
Search Account
Search Account in Rocketlane
Search Invoice
Search Invoice in Rocketlane
Search Project
Search Project in Rocketlane
Search Project Financials Budget
Search Project Financials Budget in Rocketlane
Search Task
Search Task in Rocketlane
Update Account
Update Account in Rocketlane
Update Invoice
Update Invoice in Rocketlane
Update Line item
Update Line item in Rocketlane
Update Project
Update Project in Rocketlane
Update Task
Update Task in Rocketlane

Any other action you can think up