Exact Online + DocuWare Integration

Integrate DocuWare to Exact Online in one click, or tell Integrately AI how you want each document handled. Archive files, create matching accounts, update records, and trigger downstream tasks automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Exact Online
    Contact is created or updated in Exact Online Instant
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Item is created or updated in Exact Online Instant
  • DocuWare
    Document is added in DocuWare Instant
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2.
  • Exact Online
    Search cost unit by code 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 centre by code in Exact Online
  • Exact Online
    Create address 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
  • Exact Online
    Create contact in Exact Online
  • Exact Online
    Create account in Exact Online
  • DocuWare
    Get document information in DocuWare
  • DocuWare
    Download document in DocuWare
  • DocuWare
    Update document index fields in DocuWare
  • DocuWare
    Transfer document in DocuWare
  • DocuWare
    Append a file in DocuWare
  • DocuWare
    Delete a file in DocuWare
  • DocuWare
    Download a file in DocuWare
  • DocuWare
    Replace a file in DocuWare
  • DocuWare
    Get file cabinets in DocuWare
  • DocuWare
    Get dialogs in DocuWare
  • DocuWare
    Delete document in DocuWare
  • DocuWare
    Store in file cabinet in DocuWare
  • DocuWare
    Search document in DocuWare
  • DocuWare
    Get stamps in DocuWare
  • DocuWare
    Place a stamp in DocuWare
  • DocuWare
    Import to document tray in DocuWare

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Ready WorkflowsReady Workflows   for Exact Online + DocuWare Integration

Capture documents, update accounts, sync records, route files, and streamline operations, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your DocuWare + Exact Online flow

Notify teams on Slack, save files to Google Drive, manage tasks in Trello, and track deals in Salesforce. Pick a combination and activate it in one click.

Exact Online
DocuWare
+
SlackSlack (5)
+
Google DriveGoogle Drive (4)
+
Microsoft OutlookMicrosoft Outlook (4)
+
SalesforceSalesforce (4)
+
TrelloTrello (4)
+
StripeStripe (4)
D
E
S
When a document is added in DocuWare, create an account in Exact Online and notify your team on Slack.
New DocuWare documents instantly generate Exact Online accounts while your team stays updated on Slack, eliminating manual data entry.
E
D
S
When a contact is created or updated in Exact Online, store the file in DocuWare and alert your support team in Slack.
Exact Online contact changes update DocuWare storage and notify your team on Slack, keeping operations aligned across platforms.
D
E
S
When a document is added in DocuWare, search for the account in Exact Online and post the match status in Slack.
Verify DocuWare documents against Exact Online accounts automatically and post verification updates in Slack.
D
E
S
Use Claude to summarise every new DocuWare document, create an Exact Online document, and notify your team on Slack.
Claude summarises new DocuWare files before creating an Exact Online document and alerting your team on Slack.
E
D
S
When an item is created or updated in Exact Online, update the matching DocuWare document index fields and notify staff on Slack.
Exact Online item updates refresh DocuWare document index fields while posting updates to your team channel in Slack.

Supported triggers and actions for Exact Online and DocuWare

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact 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
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
Try it →
Search cost unit by code in Exact Online
Searches for an item by code
Try it →
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
Try it →
Search contact by first name in Exact Online
Searches for a contact by first name
Try it →
Search cost centre by code in Exact Online
Searches for a cost center by code
Try it →
Create address in Exact Online
Creates a new address
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Search item by code in Exact Online
Searches for an item by code
Try it →
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
Try it →
Update cost center in Exact Online
Updates a cost center
Try it →
Update cost unit in Exact Online
Updates a cost unit
Try it →
Search document by accountName in Exact Online
Searches for documents by account name
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Create contact in Exact Online
Creates an contact
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Create account in Exact Online
Creates an account
Try it →
DocuWare
DocuWare Triggers & Actions
Instant
Document is added in DocuWare
Triggers the automation when a new document is created
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Get document information in DocuWare
Retrieves details and metadata from a document
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Download document in DocuWare
Download a particular document to a location
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Update document index fields in DocuWare
Updates document index fields
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Transfer document in DocuWare
Transfers a document
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Append a file in DocuWare
Appends content to an existing file
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Delete a file in DocuWare
Deletes particular files from the system
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Download a file in DocuWare
Download files from a particular source or location
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Replace a file in DocuWare
Replaces a file
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Get file cabinets in DocuWare
Retrieves and store file cabinets with particular information
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Get dialogs in DocuWare
Retrieves all available dialogs from the system
Try it →
Delete document in DocuWare
Removes a particular document from the system
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Store in file cabinet in DocuWare
Stores a document in a file cabinet
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Search document in DocuWare
Locates and retrieves document based on search criteria
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Get stamps in DocuWare
Purchase and collect stamps for mailing purposes
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Place a stamp in DocuWare
Places a stamp on a document
Try it →
Import to document tray in DocuWare
Import files and documents to the designated document tray with
Try it →

What can you automate with DocuWare + Exact Online?

Connect your document management and accounting workflows to eliminate manual data entry and ensure data accuracy across platforms.

What you can automate?
📄
Sync documents to accounting accounts automatically
Trigger Exact Online account creation the moment a new document is added in DocuWare, ensuring zero manual delay between archiving and accounting.
📋
Capture every submitted document field
Map all metadata and index fields from DocuWare documents into separate Exact Online fields instead of just basic names, keeping your records thorough.
🔔
Notify the right team instantly
Alert your finance or operations channel on Slack the exact second an Exact Online contact or DocuWare document is updated.
🔀
Route records based on submitted criteria
Perform different actions depending on specific index fields or account tiers submitted within your DocuWare files.
🔄
Keep financial records continuously updated
Automatically update account details, cost centers, and document index fields across both apps whenever modifications occur.
🔍
Search and update instead of creating duplicates
Check for existing accounts or documents in Exact Online before creating new entries, preventing cluttered databases.
💳
Handle status changes and project lifecycles
Trigger follow-up tasks and update document index fields when Exact Online projects or items reach completion.
🔌
Extend your workflow to messaging and tasks
Push data from your core DocuWare and Exact Online pair into Slack or Trello to keep cross-functional teams fully aligned.
And much more...

Who is DocuWare + Exact Online integration for?

Finance teams, operations managers, and business owners eliminate manual data entry and keep document archives and accounting records perfectly synchronised.

Finance directors and accountants
Finance directors and accountants
Operations managers
Operations managers
Client success teams
Client success teams
High-volume processing teams
High-volume processing teams
Account executives and sales reps
Account executives and sales reps
Compliance officers
Compliance officers
📈
Finance directors and accountants
You're reconciling financial records and document archives by hand, but manual data entry leaves reporting numbers outdated and prone to errors — with this integration, every new document lands in Exact Online instantly and your financial data stays current.
Operations managers
You coordinate daily document workflows across multiple departments, but lagging updates mean teams find out about critical account changes too late — automating both apps means every workflow triggers instantly and operations run without friction.
🤝
Client success teams
You answer to clients requesting immediate status updates on their accounts and documents, but fragmented records delay your responses — integrating these apps means client records and archives stay unified for faster communication.
📊
High-volume processing teams
You process hundreds of documents and customer accounts every single day, but the sheer volume is too high for anyone to keep up by hand — automating both apps means every file and account is handled instantly without backlogs.
🔄
Account executives and sales reps
You own client onboarding and depend on upstream teams to hand over verified documents, but manual handoffs cause frustrating delays — with this integration, document creation and account setup happen simultaneously.
🗂️
Compliance officers
You need a reliable, uncompromised history of all company documents and financial accounts, but manual filing keeps leaving audit gaps — connecting these apps means every transaction and document link is recorded accurately.
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 + DocuWare

Build and manage your Exact Online + DocuWare 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 + DocuWare 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
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Frequently Asked Questions

How do I connect DocuWare to Exact Online?
Frequently Asked Questions
You can connect DocuWare to Exact Online in 1 click using ready workflows or by using Integrately AI. With 1,500+ integrations including Slack, Google Drive, and Salesforce, setting up your automated document and accounting workflows takes only minutes.
Can I automatically create Exact Online accounts when documents are added in DocuWare?
Frequently Asked Questions
Can I connect DocuWare, Exact Online, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for DocuWare and Exact Online?
Frequently Asked Questions
How does DocuWare handle document archiving during automation?
Frequently Asked Questions
How are Exact Online accounts updated through the integration?
Frequently Asked Questions
Do I need coding skills to automate DocuWare and Exact Online?
Frequently Asked Questions
Is the DocuWare and Exact Online integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

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

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