Elementor Forms + Exact Online Integration

Integrate Elementor Forms to Exact Online in one click, or tell Integrately AI how you want each submission handled. Create a contact from every submission, update account details, create related documents, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Elementor Forms
    Form is submitted in Elementor Forms Instant
  • 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
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2.
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create contact in Exact Online

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Ready Workflows Ready Workflows for Elementor Forms + Exact Online Integration

Capture form submissions, create contacts, update account records, generate documents, and keep your business data synced, all in just one click.

Most popular automationmost-popular-automations
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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 Elementor Forms + Exact Online flow

Route form data into your CRM, messaging tools, and spreadsheets the moment a submission arrives. Pick a combination and activate it in one click.

Elementor Forms
Exact Online
+
WordPressWordPress (4)
+
MailchimpMailchimp (4)
+
HubSpotHubSpot (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
E
W
E
Capture every Elementor Forms submission as a WordPress user, and create a contact in Exact Online.
New form submissions instantly create a WordPress user and an Exact Online contact, eliminating manual data entry across platforms.
E
E
W
When a form is submitted in Elementor Forms, create an Exact Online contact and update the user profile in WordPress.
Form submissions update your WordPress users and create Exact Online contacts instantly without manual intervention.
E
E
W
If an Elementor Forms submission includes a business name, create an Exact Online account and add a WordPress post.
Business form submissions automatically generate Exact Online accounts and publish WordPress updates instantly.
E
W
E
Use Claude to summarise every Elementor Forms submission, save it in WordPress, and create an Exact Online contact.
AI analyses your form submissions, publishes summaries to WordPress, and creates Exact Online contacts automatically.

Supported triggers and actions for Elementor Forms and Exact Online

Mix and match to build the exact automation you need

Elementor Forms
Elementor Forms Triggers & Actions
Instant
Form is submitted in Elementor Forms
Triggers the automation when a form is filled
Try it →
No action is available
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
Try it →
Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
Try it →
Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
Try it →
Search bank account by account name in Exact Online
Searches for a bank account by name
Try it →
Search document by accountName in Exact Online
Searches for documents by account name
Try it →
Update cost unit in Exact Online
Updates a cost unit
Try it →
Update cost center in Exact Online
Updates a cost center
Try it →
Update address in Exact Online
Updates an address
Try it →
Update contact in Exact Online
Updates a contact
Try it →
Update account in Exact Online
Updates an account
Try it →
Delete contact in Exact Online
Deletes a contact
Try it →
Delete account in Exact Online
Deletes an account
Try it →
Create document in Exact Online
Creates a new document
Try it →
Search item by code in Exact Online
Searches for an item by code
Try it →
Search cost unit by code in Exact Online
Searches for an item by code
Try it →
Search cost centre by code in Exact Online
Searches for a cost center by code
Try it →
Search contact by first name in Exact Online
Searches for a contact by first name
Try it →
Search address by contact name in Exact Online
Searches for an address by contact name
Try it →
Search account by name in Exact Online
Searches for an account by name
Try it →
Create item in Exact Online
Creates a new item
Try it →
Create project in Exact Online
Creates a new project
Try it →
Create cost unit in Exact Online
Creates a new cost unit
Try it →
Create cost centre in Exact Online
Creates a new cost centre
Try it →
Create bank account in Exact Online
Creates a new bank account
Try it →
Create address in Exact Online
Creates a new address
Try it →
Create account in Exact Online
Creates an account
Try it →
Create contact in Exact Online
Creates an contact
Try it →

What can you automate with Elementor Forms + Exact Online?

Streamline your entire client onboarding and financial workflow by connecting form submissions directly to your accounting and CRM software.

What you can automate?
📝
Create Exact Online contacts from form submissions
Automatically generate a new contact in Exact Online the exact moment someone submits a form on your Elementor-powered website, removing manual data entry entirely.
📋
Capture every submitted form field
Map all custom form fields, names, and contact details directly into Exact Online records instead of just basic entries, ensuring complete client profiles.
🔔
Alert your team instantly on messaging apps
Send instant notifications to your sales or finance channel the second an important form submission creates a new Exact Online contact.
🔀
Route submissions based on form answers
Trigger different actions or assign specific account types in Exact Online depending on the specific choices and criteria selected in the form.
🔄
Keep financial records continuously updated
Ensure client accounts, addresses, and contact details remain synchronized across platforms whenever updates happen in either system.
🔍
Search and update instead of creating duplicates
Check if an account or contact already exists in Exact Online before creating a new record, keeping your database clean and organized.
📄
Generate documents and project records
Automatically create related documents, cost centres, or projects in Exact Online as soon as qualified form submissions arrive.
🔗
Extend flows to Slack and mailing lists
Connect your core Elementor Forms and Exact Online setup with Slack or Mailchimp to notify teams and add subscribers in a single multi-step workflow.
And much more...

Who is Elementor Forms + Exact Online integration for?

Connecting Elementor Forms and Exact Online eliminates manual data entry, keeping financial records and contact databases perfectly synchronized for fast-moving teams.

Finance managers
Finance managers
Sales representatives
Sales representatives
Account managers
Account managers
Operations teams
Operations teams
Project managers
Project managers
Business owners
Business owners
📈
Finance managers
You rely on accurate submission numbers to forecast revenue, but manual data entry leaves your reports outdated — integrating these apps means every new submission updates your financial records instantly.
Sales representatives
You need to act fast on incoming leads, but waiting for manual exports means you find out about prospects too late — with this integration, every new contact appears in your CRM immediately.
🤝
Account managers
You answer to clients who expect their accounts and documents to be set up without delay, but manual creation causes bottlenecks — automating both apps means client onboarding runs without friction.
📊
Operations teams
The sheer volume of daily form submissions is too high for anyone to keep up by hand, leading to missed entries — this integration means every record is captured and processed without manual effort.
🔄
Project managers
You own the next step in client setup and depend on upstream teams to hand over details, but missing information stalls your workflow — connecting these apps means project details flow across systems seamlessly.
🗂️
Business owners
You need a reliable history of every client interaction and keep finding gaps in your manual records — automating both apps means your database maintains a complete and accurate audit trail.
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 Elementor Forms + Exact Online

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

1,500+ apps connected
1,500+ apps connected
Connect Elementor Forms + Exact Online 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 Elementor Forms to Exact Online?
Frequently Asked Questions
You can connect Elementor Forms to Exact Online in 1 click using ready templates or Integrately AI. Pair them with apps like Slack, HubSpot, and Mailchimp to automate your entire workflow seamlessly.
Can I automatically create Exact Online contacts from Elementor form submissions?
Frequently Asked Questions
Can I connect Elementor Forms, Exact Online, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Elementor Forms and Exact Online?
Frequently Asked Questions
How does Elementor Forms handle form submissions in this integration?
Frequently Asked Questions
Can Exact Online accounts and contacts be updated automatically?
Frequently Asked Questions
Do I need coding skills to automate Elementor Forms and Exact Online?
Frequently Asked Questions
Is the Elementor Forms and Exact Online integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Elementor Forms
Popular Elementor Forms Integrations
Connect Elementor Forms to marketing, CRM, and notification platforms to capture and manage leads efficiently.
Exact Online
Popular Exact Online Integrations
Sync Exact Online with project management, invoicing, and reporting tools to keep your business data fully aligned.