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How Zapier works
Zapier makes it easy to integrate Exact Online with Gravity Forms - no code necessary. See how you can get setup in minutes.
Select a trigger from Exact Online
Setup an action from Gravity Forms
That’s it! You just connected Exact Online to Gravity Forms
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Frequently Asked Questions about Exact Online + Gravity Forms integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Exact Online and Gravity Forms
What is Exact Online and how does it work with Gravity Forms?
Exact Online is a cloud-based accounting and ERP software that offers online business software for companies. When integrated with Gravity Forms, you can automatically trigger actions to create or update entries in Exact Online based on form submissions in Gravity Forms.
How do I set up the integration between Gravity Forms and Exact Online?
You can set up the integration through our interface by creating a Zap that connects your Gravity Forms account to Exact Online. You need to use triggers like 'New Form Submission' from Gravity Forms and actions such as 'Create Customer' or 'Update Sale Order' in Exact Online.
Can I use this integration to update existing records in Exact Online?
Yes, you can use the integration to update existing records. After setting a trigger in Gravity Forms, you can choose an action like 'Update Customer' or 'Modify Item' in Exact Online.
What kind of data can be transferred from Gravity Forms to Exact Online?
Data such as customer information, order details, and invoice numbers can be transferred from Gravity Forms to Exact Online. The specific data transferred will depend on the fields configured in your form and the setup of your Zap.
Are there any prerequisites for integrating these two platforms?
Prior to integrating, ensure you have active accounts on both platforms – Gravity Forms and Exact Online. Additionally, you'll need access rights that allow API connections for synchronizing data between them.
Is coding knowledge necessary for setting up this integration?
No coding knowledge is necessary. Our platform provides a user-friendly interface that allows you to set up triggers and actions through a few simple steps without any technical background.
How often are data synchronized between Gravity Forms and Exact Online?
The synchronization frequency depends on how you've configured your triggers within our platform. Typically, data is transferred instantly when a form submission occurs in Gravity Forms triggering an action in Exact Online.
Connect Exact Online and Gravity Forms to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
