Exact Online and ServiceM8 integrations and automations

Seamlessly connect Exact Online and ServiceM8. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

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 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

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

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