Exact Online + Files.com Integration
Integrate Exact Online to Files.com in one click, or tell Integrately AI how you want each contact handled. Create users, upload files, update accounts, and notify your team automatically.
Free forever.Use premium features free for 14 days.1.
Item is created or updated in Exact Online Instant- Account is created or updated in Exact Online Instant
- Contact is created or updated in Exact Online Instant
File is created or updated in Files.com- Group is created in Files.com
- User is created in Files.com
2.
- Search item by code in Exact Online
- Create cost centre in Exact Online
- Create cost unit in Exact Online
- Create project in Exact Online
- Create item in Exact Online
- Search account by name in Exact Online
- Search address by contact name in Exact Online
- Search bank account by account name in Exact Online
- Search contact by first name in Exact Online
- Search cost centre by code in Exact Online
- Search cost unit by code in Exact Online
- Create bank account in Exact Online
- Create document in Exact Online
- Delete account in Exact Online
- Delete contact in Exact Online
- Update account in Exact Online
- Update contact in Exact Online
- Update address in Exact Online
- Update cost center in Exact Online
- Update cost unit in Exact Online
- Search document by accountName in Exact Online
- Create address in Exact Online
- Create account in Exact Online
- Create contact in Exact Online
- Download a file in Files.com
- Update group in Files.com
- Create group in Files.com
- Search group in Files.com
- Delete group in Files.com
- Create permission in Files.com
- Create user in Files.com
- Search user in Files.com
- Update user in Files.com
- Delete user in Files.com
- Upload File in Files.com
Trusted by experts at...
Ready Workflows for Exact Online + Files.com Integration
Create users, upload documents, update accounts, notify your team, and manage files, 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 Exact Online + Files.com flow
Sync contacts and files with your favorite CRM, storage, communication, and project management tools. Pick a combination and activate it in one click.
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Salesforce (3)
Salesforce (3) +
Google Drive (2)
Google Drive (2) +
Slack (3)
Slack (3) +
HubSpot (2)
HubSpot (2) +
Asana (2)
Asana (2) +
Gmail (2)
Gmail (2) E
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Add every new Exact Online contact to Files.com as a user, and create a lead in Salesforce
New Exact Online contacts become Files.com users and Salesforce leads instantly, eliminating manual data entry.
E
F
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When an Exact Online account is updated, update the file permissions in Files.com and log a task in Salesforce
Keep your Salesforce tasks and Files.com permissions synchronized whenever an Exact Online account changes.
F
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When a new file is created in Files.com, update the item in Exact Online and create a record in Salesforce
Files added to Files.com update your Exact Online items and log records in Salesforce automatically.
Supported triggers and actions for Exact Online and Files.com
Mix and match to build the exact automation you need
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 → Files.com Triggers & Actions
What can you automate with Exact Online + Files.com?
Streamline your accounting, CRM, and secure file sharing with ready-to-use automation triggers and actions.
👤
Auto-provision Files.com users from new Exact Online contacts
Automatically create a secure Files.com user account the moment a new contact is created or updated in Exact Online. Eliminate duplicate data entry and streamline client onboarding.
📁
Sync documents between Exact Online and Files.com storage
Upload document files directly into Files.com whenever new items or projects are created in Exact Online, keeping your file repository complete and organized.
🔔
Alert your team instantly on communication channels
Send automated messages to your team members whenever critical account updates or file uploads occur across Exact Online and Files.com.
🔀
Route actions based on submitted account details
Set conditional workflows that execute different actions depending on specific field values submitted in your Exact Online accounts or contacts.
🔄
Keep account information updated across both platforms
Ensure your contact records, user credentials, and account details remain synchronized between Exact Online and Files.com as information changes.
🔍
Search and update existing records without creating duplicates
Look up existing accounts, contacts, or documents before performing updates, preventing duplicate entries in your Exact Online database and Files.com storage.
📋
Manage status changes and project milestones
Handle project updates, cost center adjustments, and user status modifications automatically across both systems as your business processes progress.
🌐
Extend your automation pipeline with supporting apps
Connect your Exact Online and Files.com workflow to popular tools like Slack, HubSpot, or Gmail to trigger multi-step notifications and follow-up tasks.
And much more...
Who is Exact Online + Files.com integration for?
Finance teams, account managers, and IT administrators who need to connect client records and secure file management without manual intervention.
Finance analysts
Operations managers
Account managers
IT administrators
Sales reps
Compliance officers
📈
Finance analysts
You compile financial reports and account statements from multiple systems, but manual data exports leave your figures out of date — integrating these apps means every new account update flows instantly and your financial metrics stay current.
⚡
Operations managers
You need to provision client access and file folders immediately when contracts are signed, but manual setups cause costly delays — automating both apps means user accounts and storage permissions are set up the moment records appear.
🤝
Account managers
You answer to clients waiting on shared documents and project files, but tracking down items across systems wastes hours — this integration means client files and CRM records remain perfectly synchronized without manual chasing.
📊
IT administrators
You manage high volumes of user provisioning and file storage requests, but manual handling creates bottlenecks — automating these workflows means user creation and document syncing happen smoothly at any scale.
🎯
Sales reps
You depend on upstream handoffs to start client onboarding, but communication gaps leave you waiting for notifications — connecting these apps means new contacts trigger file provisioning and alerts the second they are created.
🗂️
Compliance officers
You require a reliable audit trail of all client records and file access history, but manual logging leaves dangerous gaps — automating these processes means every contact change and file transfer is recorded accurately every time.
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 + Files.com
Build and manage your Exact Online + Files.com automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Exact Online + Files.com 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 + Files.com Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Exact Online to Files.com?
You can connect Exact Online to Files.com in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for you. It takes seconds to link your accounts and start syncing contacts and files.
Can I automatically create Files.com users when a contact is created in Exact Online?
Can I connect Exact Online, Files.com, and Slack?
What is a good Zapier alternative for Exact Online and Files.com?
How does Exact Online handle contact creation triggers?
Can Files.com trigger actions in Exact Online?
Do I need coding skills to automate Exact Online and Files.com?
Is the Exact Online and Files.com integration free?
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