Exact Online and FreshBooks integrations and automations

Seamlessly connect Exact Online and FreshBooks. 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…

FreshBooks
  • New/updated client
    New/updated client in FreshBooks
  • New/updated estimate
    New/updated estimate in FreshBooks
  • New/updated invoice
    New/updated invoice in FreshBooks
  • New/updated payment
    New/updated payment in FreshBooks

    • 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

FreshBooks
  • Add line item to invoice
    Add line item to invoice in FreshBooks
  • Create client
    Create client in FreshBooks
  • Create expense
    Create an expense in FreshBooks
  • Create invoice
    Create invoice in FreshBooks
  • Create item
    Create item in FreshBooks
  • Get client details by ID
    Get client details in FreshBooks
  • Get item details by ID
    Get item details in FreshBooks
  • Search staff members
    Search for staff member in FreshBooks
  • Make payment
    Make payment in FreshBooks
  • Search a client by email/username
    Search a client by email/username in FreshBooks
  • Update client
    Update client in FreshBooks

    • Any other action you can think up

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