Exact Online and PartnerStack との統合と自動化

Exact Online and PartnerStack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…

PartnerStack
  • New event Real-time
    Monitor record event in PartnerStack

    • 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

PartnerStack
  • Approve/decline application
    Approve or decline an application in PartnerStack
  • Assign partner team member to record
    Assign partner team member to record in PartnerStack
  • Convert Object
    Convert record in PartnerStack
  • Create record
    Create record in PartnerStack
  • Create Transaction
    Create a transaction record in PartnerStack
  • Custom Action
    Custom action in PartnerStack
  • Delete record
    Delete record in PartnerStack
  • Get record
    Get record in PartnerStack
  • Get record attachment details
    Get record attachment details in PartnerStack
  • Get record attachment list
    Get record attachment list in PartnerStack
  • Get partnership links
    Get all links for a partnership, including team members'links in PartnerStack
  • Modify tags
    Modify tags in PartnerStack
  • Search records
    Search records in PartnerStack
  • Update record
    Update record in PartnerStack
  • Update stage
    Update stage for record in PartnerStack

    • 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