Exact Online and Totara integrations and automations

Seamlessly connect Exact Online and Totara. 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…

Totara
  • Audience: New/Updated
    Triggers when an audience is added or updated in Totara
  • Course: New/Updated
    Triggers when a course is added or updated in Totara
  • User: New/Updated
    Triggers when a user is added or updated in Totara
  • Organisation: New/Updated
    Triggers when an organisation is added or updated in Totara
  • Position: New/Updated
    Triggers when a position is added or updated in Totara
  • Seminar: New/Updated Event Bookings
    Triggers when a seminar event booking changes state in Totara
  • Seminar: New/Updated Events
    Triggers when a seminar event is added or updated in Totara
  • Seminar: New/Updated In Course
    Triggers when a seminar in a course is added or updated in Totara
  • Certification: New/Updated
    Triggers when a certification is added or updated in Totara
  • Job Assignment: New/Updated
    Triggers when a job assignment is added or updated in Totara
  • Program: New/Updated
    Triggers when a program is added or updated in Totara

    • 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

Totara
  • Audience: Add Member
    Add a member to an audience
  • Audience: Is User A Member
    Check if a user is a member of an audience
  • Audience: Remove Member
    Remove a member from an audience
  • Course: Is User Enrolled
    Check if a user is enrolled in a course
  • User: Create
    Create a new Totara user
  • User: Delete
    Delete a Totara user
  • User: Get - v1
    Get user information - version 1
  • User: Get - v2
    Get user information - version 2
  • User: Get Users
    Get a list of Totara users
  • User: Update
    Update an existing Totara user
  • Manual Enrolment: Enrol
    Enrol a user in a course
  • Manual Enrolment: Unenrol
    Unenrol a user from a course
  • Organisation: Create
    Create an organisation
  • Organisation: Delete
    Delete an existing Totara organisation
  • Organisation: Get
    Return the organisation information by given search criteria if the organisation exists
  • Organisation: Update
    Update the details for an existing organisation
  • Position: Create
    Create a position
  • Position: Delete
    Delete a position
  • Position: Get
    Retrieve a single position
  • Position: Update
    Update a position
  • Seminar: Event - Get
    Get a single seminar event
  • Seminar: Reservation - Allocate to users
    Allocate reserved spaces in a seminar event to users
  • Seminar: Reservation - Release
    Release reserved spaces in a seminar event
  • Seminar: Reservation - Reserve
    Reserve spaces in a seminar event
  • Seminar: Reservation - Get Reservations
    Get a list of booking reservations for a seminar event
  • Seminar: Booking - Get Bookings
    Get a list of bookings for a seminar event
  • Seminar: Booking - Cancel
    Cancel a user booking/signup for a seminar event
  • Seminar: Booking - Create
    Create a user booking/signup for a seminar event
  • Seminar: Booking - Get
    Get a single seminar event booking
  • Seminar: Booking - Set Attendance
    Set attendance for one or more users on a seminar event
  • Seminar: Event - Get Events
    Get a list of events
  • Seminar: Get
    Get a single seminar
  • Seminar: Get Seminars In Course
    Get a list of seminars in a course
  • Certification: Get Certification
    Get a single certification by reference
  • Certification: Get Certifications
    Get a list of certifications
  • Certification: Get Groups
    Get certification groups
  • Certification: Enrol Into Group
    Enrol a user into a certification group
  • Certification: Unenrol From Group
    Unenrol a user from a certification group
  • Job Assignment: Create
    Create a job assignment for a user
  • Job Assignment: Delete
    Delete a job assignment
  • Job Assignment: Get
    Retrieve a job assignment
  • Job Assignment: Update
    Update a job assignment
  • Program: Enrol Into Group
    Enrol a user into a program group
  • Program: Unenrol From Group
    Unenrol a user from a program group
  • Program: Get Groups
    Get a selection of groups
  • Program: Get
    Get a single program
  • Program: Get Programs
    Get multiple programs
  • Report Builder: Get
    Get a report and its details

    • Any other action you can think up

One platform

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