Exact Online + Asana Integration

Integrate Asana to Exact Online in one click, or tell Integrately AI how you want each task handled. Create contacts, log projects, update accounts, and track your business operations automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Contact is created or updated in Exact Online Instant
  • Asana
    Tag is added to task in Asana
  • Asana
    Task is created in Asana
  • Asana
    Task is created in project in Asana
  • Asana
    Task is completed in Asana
  • Asana
    Task is updated in project in Asana
  • Asana
    Subtask is added in Asana
  • Asana
    Task is updated in Asana
  • Asana
    Project is created in Asana
  • Asana
    Stories is added on task in Asana
  • Asana
    Team is created in Asana
  • Asana
    Tag is created in Asana
  • Asana
    User is created in Asana
  • Asana
    Workspace/Organization is created in Asana
  • Asana
    Particular task field is updated in Asana Instant
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2.
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Create contact in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Asana
    Create task in Asana
  • Asana
    Update task in Asana
  • Asana
    Search task in Asana
  • Asana
    Get Task by ID in Asana
  • Asana
    Duplicate a task in Asana
  • Asana
    Search task in project in Asana
  • Asana
    Add comment to task in Asana
  • Asana
    Create subtask in Asana
  • Asana
    Add task to section of project in Asana
  • Asana
    Add task to project in Asana
  • Asana
    Add tag to task in Asana
  • Asana
    Remove project from task in Asana
  • Asana
    Add user to team in Asana
  • Asana
    Create project section in Asana
  • Asana
    Remove user from team in Asana
  • Asana
    Update project in Asana
  • Asana
    Move project section in Asana
  • Asana
    Create project status in Asana
  • Asana
    Update tag in Asana
  • Asana
    Set task dependencies in Asana
  • Asana
    Set task dependents in Asana
  • Asana
    Add followers to task in Asana
  • Asana
    Set the parent of task in Asana
  • Asana
    Attach file in Asana
  • Asana
    Search project in Asana
  • Asana
    Duplicate a project in Asana
  • Asana
    Create project from template in Asana
  • Asana
    Search user in Asana
  • Asana
    Create tag in Asana
  • Asana
    Search tag in Asana
  • Asana
    Create a time tracking entry for task in Asana
  • Asana
    Create a story in Asana
  • Asana
    Get task comments by task Id in Asana
  • Asana
    Get attachment by ID in Asana

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Ready Workflows Ready Workflows for Asana + Exact Online Integration

Create contacts, log projects, update accounts, notify your team, and track finances, all in just one click.

Most popular automationmost-popular-automations
Exact Online + Asana Integration

Create Asana task for new Exact Online contact

If you're using Exact Online and Asana to manage your work, you'll want to make sure that contact-creation task are automatically created in Asana. That way, you can easily keep track of who owes you what and when they're supposed to pay!
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Asana + Exact Online flow

Send follow-up messages, update secondary CRM records, log entries in spreadsheets, and alert your team when actions complete. Pick a combination and activate it in one click.

Exact Online
Asana
+
SlackSlack (4)
+
SalesforceSalesforce (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
+
StripeStripe (3)
+
TrelloTrello (3)
A
E
S
Create an Exact Online contact for every new Asana task, and notify your sales team instantly on Slack.
New Asana tasks immediately generate an Exact Online contact while posting a notification in Slack so your team stays updated without manual checks.
E
A
S
When an Exact Online contact is created or updated, create a task in Asana and post an update in Slack.
Exact Online contact changes instantly create a corresponding task in Asana and announce the update in Slack.
A
E
S
If an Asana task is marked complete, update the Exact Online account and notify your finance channel on Slack.
Completed Asana tasks update Exact Online account records and alert the finance channel in Slack.
A
E
S
Use Claude to summarise every new Asana task description, update the Exact Online contact, and notify your team in Slack.
Claude generates a clear summary of new Asana tasks, updates Exact Online contacts, and broadcasts the brief in Slack.

Supported triggers and actions for Exact Online and Asana

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
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Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
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Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
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Search cost centre by code in Exact Online
Searches for a cost center by code
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Create contact in Exact Online
Creates an contact
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Create account in Exact Online
Creates an account
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Create address in Exact Online
Creates a new address
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Create bank account in Exact Online
Creates a new bank account
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Create cost centre in Exact Online
Creates a new cost centre
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Create cost unit in Exact Online
Creates a new cost unit
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Create project in Exact Online
Creates a new project
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Create item in Exact Online
Creates a new item
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Search account by name in Exact Online
Searches for an account by name
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Search address by contact name in Exact Online
Searches for an address by contact name
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Search bank account by account name in Exact Online
Searches for a bank account by name
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Search contact by first name in Exact Online
Searches for a contact by first name
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Search cost unit by code in Exact Online
Searches for an item by code
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Search item by code in Exact Online
Searches for an item by code
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Create document in Exact Online
Creates a new document
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Delete account in Exact Online
Deletes an account
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Delete contact in Exact Online
Deletes a contact
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Update account in Exact Online
Updates an account
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Update contact in Exact Online
Updates a contact
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Update address in Exact Online
Updates an address
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Update cost center in Exact Online
Updates a cost center
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Update cost unit in Exact Online
Updates a cost unit
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Search document by accountName in Exact Online
Searches for documents by account name
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Asana
Asana Triggers & Actions
Tag is added to task in Asana
Triggers the automation when a tag is added
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Task is created in Asana
Triggers the automation when a new task is created
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Task is created in project in Asana
Triggers the automation when a new task is created in a project
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Task is completed in Asana
Triggers the automation when any task is completed
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Task is updated in project in Asana
Triggers the automation when a task is updated in the project
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Subtask is added in Asana
Triggers the automation when a subtask is added
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Task is updated in Asana
Triggers the automation when any task is updated
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Project is created in Asana
Triggers the automation when a new project is created
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Stories is added on task in Asana
Triggers the automation when a story is added to a task
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Team is created in Asana
Triggers the automation when a new team is created
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Tag is created in Asana
Triggers the automation when a tag is added
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User is created in Asana
Triggers the automation when a new user is created
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Workspace/Organization is created in Asana
Triggers the automation when a new workspace or organization is created
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Instant
Particular task field is updated in Asana
Triggers the automation when a task field is updated
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Create task in Asana
Creates a new task
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Update task in Asana
Updates the task with new information or changes
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Search task in Asana
Searches for a task
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Get Task by ID in Asana
Retrieves a task using its id
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Duplicate a task in Asana
Duplicates a task with the same details and assignments
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Search task in project in Asana
Searches for a task in a project
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Add comment to task in Asana
Adds a comment to a task
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Create subtask in Asana
Creates a subtask within a parent task
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Add task to section of project in Asana
Adds a new task to a section within a particular project
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Add task to project in Asana
Adds a task to a project
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Add tag to task in Asana
Adds a tag to a task based on particular criteria
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Remove project from task in Asana
Disassociates a project from a task
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Add user to team in Asana
Adds a user to a designated team
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Create project section in Asana
Generates a new section for projects
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Remove user from team in Asana
Removes a user from a particular team
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Update project in Asana
Updates project information
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Move project section in Asana
Reorganize project sections to new locations within the project
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Create project status in Asana
Generates and updates project status reports
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Update tag in Asana
Updates tags for particular items within a database
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Set task dependencies in Asana
Sets task dependencies
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Set task dependents in Asana
Sets task dependents
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Add followers to task in Asana
Assigns followers to a task for collaborative tracking and updates
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Set the parent of task in Asana
Sets the parent of a task
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Attach file in Asana
Uploads and save the selected file to a task
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Search project in Asana
Searches for a project
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Duplicate a project in Asana
Creates a copy of a project
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Create project from template in Asana
Generates a new project based on a pre-defined template
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Search user in Asana
Searches for a user
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Create tag in Asana
Generates a new tag
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Search tag in Asana
Searches for a tag
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Create a time tracking entry for task in Asana
Logs a new time tracking entry for a task
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Create a story in Asana
Generates a unique story based on user input
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Get task comments by task Id in Asana
Retrieve all comments associated with a task based on its task id
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Get attachment by ID in Asana
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What can you automate with Asana + Exact Online?

Streamline your projects and accounting by connecting every task event directly to your financial workflows.

What you can automate?
🔄
Sync Asana tasks to Exact Online contacts
Automatically generate Exact Online contacts whenever a new task is created in Asana. Eliminate manual copying and keep both platforms aligned.
📋
Capture every submitted task field
Map all available Asana task details into Exact Online custom fields instead of just basic names. Your accounts maintain complete records for review.
🔔
Notify your team instantly on task creation
Alert relevant channels in Slack or send emails via Gmail the moment an Asana task triggers an Exact Online record update.
🔀
Route records based on submitted criteria
Apply conditional logic to direct specific Asana projects to different Exact Online accounts based on project tags or custom task fields.
🔄
Keep financial records up to date
Automatically update Exact Online accounts whenever corresponding tasks are modified or updated in Asana.
🛡️
Prevent duplicate records across systems
Search existing Exact Online accounts before creating new entries from Asana tasks, ensuring clean databases without duplicate contacts.
Handle task completion milestones
Trigger account updates, invoice generation, or status changes in Exact Online the moment an Asana task is marked complete.
🔗
Extend workflows to external apps
Connect your core Asana and Exact Online flow with Google Sheets, Slack, or Stripe to build comprehensive multi-step automations.
And much more...

Who is Asana + Exact Online integration for?

Operations managers, finance leads, and project coordinators connect Asana and Exact Online to eliminate manual data entry and keep records synchronised.

Finance Managers
Finance Managers
Project Managers
Project Managers
Account Executives
Account Executives
Operations Directors
Operations Directors
Sales Coordinators
Sales Coordinators
Compliance Officers
Compliance Officers
📈
Finance Managers
You're reviewing revenue reports but your accounting tool only updates when someone manually exports tasks, so the figures you're analysing are always a few hours behind — with this integration, every new project lands in your accounting software instantly and your financials stay current.
Project Managers
You're tracking client deliverables in task boards but client details live in separate financial software, so someone spends hours copying data every morning — with this integration, every new task creates client records automatically and your workflow moves without friction.
🤝
Account Executives
You're onboarding new clients and need accounting profiles created immediately, but manual handoffs cause frustrating delays for stakeholders — with this integration, every signed project establishes accounts instantly and your onboarding process runs smoothly.
📊
Operations Directors
You're managing high volumes of client requests across multiple departments, but manual record creation leads to missing entries and audit gaps — with this integration, every task and contact syncs across systems and your operational records remain complete.
📋
Sales Coordinators
You're handing off closed deals to implementation teams, but delayed record updates leave project boards empty while clients wait — with this integration, every contact update triggers task creation instantly and your teams start work right away.
🔍
Compliance Officers
You're auditing client records across project management and financial software, but inconsistent entries make compliance checks difficult — with this integration, every transaction and task links automatically and your audit trails stay accurate.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Exact Online + Asana

Build and manage your Exact Online + Asana automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Exact Online + Asana with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Asana to Exact Online?
Frequently Asked Questions
You can connect Asana to Exact Online instantly using 1-click integrations on Integrately. Select a ready workflow or ask Integrately AI to build your custom automation between Asana, Exact Online, Slack, and other tools.
Can I automatically create Exact Online contacts from new Asana tasks?
Frequently Asked Questions
Can I connect Asana, Exact Online, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Asana and Exact Online?
Frequently Asked Questions
How does Asana handle task creation triggers for Exact Online?
Frequently Asked Questions
Can Exact Online contact updates trigger changes in Asana?
Frequently Asked Questions
Do I need coding skills to automate Asana and Exact Online?
Frequently Asked Questions
Is the Asana and Exact Online integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Asana or Exact Online With 1500+ Other Apps

Asana
Popular Asana Integrations
Connect Asana to project management, team chat, and document tools to collaborate and track deliverables across your organisation.
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Exact Online
Popular Exact Online Integrations
Sync Exact Online with CRM, payment processing, and reporting tools to keep your financial and customer data aligned.