Exact Online + Monday.com Integration

Integrate Exact Online to Monday.com in one click, or tell Integrately AI how you want each contact handled. Create matching items, update contact records, alert your team, and trigger follow-ups automatically.

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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
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
Arrow Right
2.
  • 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
    Update cost center 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 centre by code in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com

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Ready Workflows Ready Workflows for Exact Online + Monday.com Integration

Capture new contacts, create items, keep your project boards updated, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Exact Online + Monday.com Integration

Create Monday.com item for new Exact Online contact

If you're using Exact Online and Monday.com to manage your work, you'll want to make sure that contact-creation item are automatically created in Monday.com. 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 Exact Online + Monday.com flow

Connect your core processes to CRM, messaging, and finance tools for complete visibility. Pick a combination and activate it in one click.

Exact Online
Monday.com
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
StripeStripe (4)
+
HubSpotHubSpot (4)
E
Q
M
Add every new Exact Online contact to QuickBooks Online as a customer, and create a tracking item in Monday.com
New Exact Online contacts become customers in QuickBooks Online and tracked items in Monday.com automatically.
E
Q
M
Create a QuickBooks Online invoice for every new Exact Online contact, and update the matching item in Monday.com
Generate invoices in QuickBooks Online and update Monday.com items instantly when Exact Online contacts are created.
E
Q
M
Search for a QuickBooks Online customer when an Exact Online contact updates, and create a subitem in Monday.com
Keep financial records verified and add subitems in Monday.com whenever Exact Online contacts change.
E
C
Q
M
Use ChatGPT to summarise Exact Online contact details, create a customer in QuickBooks Online, and add a Monday.com item
Summarise contact data with ChatGPT before updating QuickBooks Online and creating a Monday.com item.

Supported triggers and actions for Exact Online and Monday.com

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
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Update address in Exact Online
Updates an address
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Update contact in Exact Online
Updates a contact
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Update account in Exact Online
Updates an account
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Delete contact in Exact Online
Deletes a contact
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Delete account in Exact Online
Deletes an account
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Create document in Exact Online
Creates a new document
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Search item by code in Exact Online
Searches for an item by code
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Search cost unit by code in Exact Online
Searches for an item by code
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Update cost center in Exact Online
Updates a cost center
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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 centre by code in Exact Online
Searches for a cost center by code
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Search document by accountName in Exact Online
Searches for documents by account name
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Update cost unit in Exact Online
Updates a cost unit
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Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
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Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
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Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
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Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
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Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
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Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
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Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
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Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
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Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
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Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
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Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
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Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
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Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
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Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
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Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Move item to group in Monday.com
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Move item to board in Monday.com
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Update group in Monday.com
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Search multiple items in Monday.com
Locates and retrieves items information
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Get subitem by id in Monday.com
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Create item in Monday.com
Generates a new item
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Search item in Monday.com
Locates and retrieves particular item information
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Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
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Upload file to specific item in Monday.com
Uploads a file to a item within a system
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Create board in Monday.com
Generates a new board
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Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
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Delete group in Monday.com
Removes a particular group from the system
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Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
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Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
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Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
Try it →

What can you automate with Exact Online + Monday.com?

Streamline your project tracking and accounting operations by connecting every trigger and action between Exact Online and Monday.com.

What you can automate?
🔄
Create Monday.com items from Exact Online contacts automatically
Turn every new Exact Online contact or account into a tracked item in Monday.com without manual data entry.
📝
Capture every submitted field and detail
Map contact names, account details, and custom fields from Exact Online directly into your Monday.com board columns.
🔔
Alert your team the moment updates occur
Notify relevant board members in Monday.com or via connected channels whenever important Exact Online records change.
🔀
Route work based on specific field values
Send items to specific Monday.com boards or groups depending on the attributes submitted in your Exact Online records.
⏱️
Keep project boards continuously updated
Ensure your Monday.com items reflect the latest changes made to accounts or contacts in Exact Online in real time.
🛡️
Search and update instead of creating duplicates
Check existing Monday.com items before creating new ones, updating records when matches are found.
📊
Manage status changes across your workflow
Handle project lifecycle stages by moving Monday.com items when Exact Online records reach completion or update states.
🔗
Extend your workflow to external apps
Connect your Exact Online and Monday.com flow with tools like Slack or QuickBooks Online to automate downstream tasks.
And much more...

Who is Exact Online + Monday.com integration for?

Connecting Exact Online and Monday.com eliminates manual data entry, keeping project tracking and accounting synchronized for teams that need accurate operational data.

Project managers
Project managers
Operations teams
Operations teams
Account managers
Account managers
Finance leads
Finance leads
Team supervisors
Team supervisors
Business owners
Business owners
📊
Project managers
You're tracking project deliverables in Monday.com while billing and client records live in Exact Online, but your board status never matches your actual account standing because updates happen manually days later — automating both apps means your Monday.com board reflects Exact Online updates the moment they happen.
⚙️
Operations teams
You need to act fast when new accounts are created, and you find out too late because project boards and financial software operate in separate silos — connecting these apps means every new Exact Online account triggers a Monday.com item immediately so nothing falls through the cracks.
🤝
Account managers
You answer to clients who want to see real-time progress on deliverables, but manual status transfers leave your boards looking outdated during review calls — this integration means every client change in Exact Online updates your Monday.com workspace instantly.
💳
Finance leads
The volume of client accounts and project items is too high for anyone to keep up by hand, leading to mismatched records between billing and project tracking — with this integration, every new account or contact flows smoothly into Monday.com without manual duplication.
👥
Team supervisors
You own the execution phase and depend on upstream administrative entries to hand over new client work, but delays in manual handoffs stall your team's start — connecting these apps means every Exact Online entry immediately creates the required Monday.com task.
📈
Business owners
You need a reliable history of operational workflows and keep finding gaps between accounting software and project boards due to missed manual entries — automating both apps means your Exact Online data and Monday.com tasks stay perfectly aligned.
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 + Monday.com

Build and manage your Exact Online + Monday.com 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 + Monday.com 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 Exact Online to Monday.com?
Frequently Asked Questions
You can connect Exact Online to Monday.com in 1 click using ready templates on Integrately. Choose a pre-built workflow, connect your accounts, and let Integrately AI handle custom field mapping effortlessly.
Can I automatically create Monday.com items from Exact Online contacts?
Frequently Asked Questions
Can I connect Exact Online, Monday.com, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Exact Online and Monday.com?
Frequently Asked Questions
How do contact updates in Exact Online trigger Monday.com actions?
Frequently Asked Questions
How do Monday.com board changes interact with Exact Online?
Frequently Asked Questions
Can I automate workflows between Exact Online and Monday.com without coding?
Frequently Asked Questions
Is the Exact Online and Monday.com integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Exact Online or Monday.com With 1500+ Other Apps

Exact Online
Popular Exact Online Integrations
Connect Exact Online to CRMs, billing platforms, and reporting tools to manage your financial data.
Monday.com
Popular Monday.com Integrations
Sync Monday.com with communication, document, and tracking tools to keep your projects moving.