Exact Online and ServiceM8 integrations and automations

Seamlessly connect Exact Online and ServiceM8. 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…

ServiceM8
  • Contact created
    Contact created in ServiceM8
  • Job activity created
    Job activity created in ServiceM8
  • Material created
    Material created in ServiceM8
  • Staff created
    Staff created in ServiceM8
  • Job quoted
    Job quoted in ServiceM8
  • Client updated
    Client updated in ServiceM8
  • Job updated
    Job updated in ServiceM8

    • 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

ServiceM8
  • Add job
    Add job in ServiceM8
  • Add job material
    Add job material to a job in ServiceM8
  • Create material
    Create material in ServiceM8
  • Add staff
    Add new staff in ServiceM8
  • Create client
    Create client in ServiceM8
  • Create contact
    Create contact in ServiceM8
  • Get client details by UUID
    Get client details in ServiceM8
  • Get job by UUID
    Get job in ServiceM8
  • Get job materials by job/UUID Batch
    Get job materials in ServiceM8
  • Get staff by UUID
    Get staff in ServiceM8
  • Search client
    Search client in ServiceM8
  • Search contact Batch
    Search contact in ServiceM8
  • Search job activities Batch
    Search job activities in ServiceM8
  • Search materials
    Search materials in ServiceM8
  • Search staff Batch
    Search staff in ServiceM8
  • Update client
    Update client in ServiceM8
  • Update contact
    Update contact in ServiceM8
  • Update job
    Update job in ServiceM8
  • Update material
    Update material in ServiceM8

    • Any other action you can think up

One platform

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  • Innovation

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