Connect vPlan to Exact Online and automate any workflow
![vPlan](https://zapier-images.imgix.net/storage/developer_cli/82e4922464208aab4c3f06c4977835c1.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![vPlan](https://zapier-images.imgix.net/storage/developer_cli/82e4922464208aab4c3f06c4977835c1.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Exact Online](https://zapier-images.imgix.net/storage/developer_cli/6a24d62fa02314d444cc870fa713663d.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Exact Online](https://zapier-images.imgix.net/storage/developer_cli/6a24d62fa02314d444cc870fa713663d.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate vPlan with Exact Online - no code necessary. See how you can get setup in minutes.
Select a trigger from vPlan
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Exact Online
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected vPlan to Exact Online
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect vPlan and Exact Online 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.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect vPlan and Exact Online to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- Created
- Updated
- Deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Created
- Updated
- Deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CodeRequired
- DescriptionRequired
- Resource type
- Default duration
- External reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- DescriptionRequired
- Due date
- BoardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Account
Creates an account in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Bank Account
Creates a Bank Account in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Contact
Creates a new contact in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Cost Unit
Creates a Cost Unit in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Document Attachment
Creates a Document Attachment in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Goods Delivery
Creates a Good Delivery in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Project
Creates a Project in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Sales Invoice
Creates a Sales Invoice in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Sales Order
Creates a Sales Order in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Delete Account
Deletes an Account in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Delete Sales Invoice
Deletes a Sales Invoice in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Delete Sales Order
Deletes a Sales Order in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Delete Subscription
Deletes a Subscription in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Item
Creates a new Item in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Send Sales Invoice
Sends a Sales Invoice in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Address
Updates an Address in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Contact
Updates a Contact in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Cost Unit
Updates a Cost Unit in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find Account
Finds an account in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Bank Account
Finds a Bank Account in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Contact
Finds a Contact in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Cost Unit
Finds a Cost Unit in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find General Ledger Account
Finds a General Ledger Account in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Payment
Finds a Payment in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Purchase Entry
Finds a Purchase Entry in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Receivable
Finds a Receivable in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Sales Invoice
Finds a Sales Invoice in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Subscription
Finds a Subscription in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find or Create Address
Finds an address in Exact Online.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Contact
Finds a Contact in Exact Online.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Cost Unit
Finds a Cost Unit in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Purchase Entry
Finds a Purchase Entry in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Sales Invoice
Finds a Sales Invoice in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Subscription
Finds a Subscription in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Created
- Updated
- Deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- NameRequired
- DescriptionRequired
- BoardRequired
- StartRequired
- End
- StageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- DescriptionRequired
- TypeRequired
- Start date
- End date
- Avatar
- Color hex
- Monday
- Tuesday
- Wednesday
- Thursday
- Friday
- Saterday
- Sunday
- External reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Purchase Entry
Creates a Purchase Entry in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Address
Creates an Address in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Cash Entry
Creates a Cash Entry in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Cost Center
Creates a Cost Center in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Document
Creates a Document in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create General Journey Entry
Creates a General Journey Entry in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Sales Invoice From Sales Order
Creates a Sales Invoice from a Sales Order in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Quotation
Creates a Quotation in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Sales Invoice Line
Creates a Sales Invoice Line in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Subscription
Creates a Subscription in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Delete Contact
Deletes a Contact in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Delete Sales Invoice Line
Deletes a Sales Invoice Line in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Delete Sales Order Line
Deletes a Sales Order Line in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Delete Subscription Line
Deletes a Subscription Line in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Send Sales Order
Sends a Sales Order in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Account
Updates an Account in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Bank Account
Updates a Bank Account in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Cost Center
Updates a Cost Center in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Sales Order
Updates a Sales Order in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find Address
Finds an address in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Bank Entry
Finds a Bank Entry in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Cost Center
Finds a Cost Center in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Document
Finds a Document in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Item
Finds an item in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Project Time Transaction
Finds a Project Time Transaction in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Quotation
Finds a Quotation in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Sales Entry
Finds a Sales Entry in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Sales Order
Finds a Sales Order in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find or Create an Account
Finds an account in Exact Online.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Bank Account
Finds a Bank Account in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Cost Center
Finds a Cost Center in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Item
Finds an item in Exact Online.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Quotation
Finds a Quotation in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Sales Order
Finds a Sales Order in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found