Exact Online and Memsource との統合と自動化

Exact Online and Memsourceを他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

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強力なワークフローを迅速に構築

Triggers

When this happens…

Memsource
  • Object Event Real-time
    Object Event in Memsource

    • 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

Memsource
  • Assign provider to a job
    Assign provider to a job in Memsource
  • Assign multiple providers to a job
    Assign multiple providers to a job in Memsource
  • Assigns providers from template
    Assigns providers from template in Memsource
  • Clear all terms from TB
    Clear all terms from TB in Memsource
  • Create job
    Create job in Memsource
  • Create project from template
    Create project from template in Memsource
  • Download reference file
    Download reference file in Memsource
  • Download target file
    Download target file in Memsource
  • List jobs for a project
    List jobs for a project in Memsource
  • Get object details
    Get object details in Memsource
  • Get project template
    Get project template in Memsource
  • Get suggested providers
    Get suggested providers in Memsource
  • List lqa profiles
    List lqa profiles in Memsource
  • List project templates
    List project templates in Memsource
  • List supported languages
    List supported languages in Memsource
  • List workflow steps
    List workflow steps in Memsource
  • Upload Reference File
    Upload Reference File in Memsource
  • Upload Reference note
    Upload Reference note in Memsource
  • Upload tbx file to TB
    Upload tbx file to TB in Memsource

    • Any other action you can think up

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新