

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.
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Ready 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.
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.


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Slack (5)
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Google Drive (4)
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Microsoft Outlook (4)
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Salesforce (4)
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Trello (4)
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Stripe (4)
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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.
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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.
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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.
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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.
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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 Triggers & Actions
Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
Try it → Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
Try it → Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
Try it → 
DocuWare Triggers & Actions
Instant
Document is added in DocuWare
Triggers the automation when a new document is created
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.
📄
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
Operations managers
Client success teams
High-volume processing teams
Account executives and sales reps
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.

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
Connect Exact Online + DocuWare with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Exact Online + DocuWare Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect DocuWare to Exact Online?
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?
Can I connect DocuWare, Exact Online, and Slack?
What is a good Zapier alternative for DocuWare and Exact Online?
How does DocuWare handle document archiving during automation?
How are Exact Online accounts updated through the integration?
Do I need coding skills to automate DocuWare and Exact Online?
Is the DocuWare and Exact Online integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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