Exact Online + WhatsApp Integration
Integrate Exact Online to WhatsApp in one click, or tell Integrately AI how you want each contact handled. Send instant notifications, notify teams, update records, and keep communications flowing 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
Message is received in WhatsApp Instant
2.
- Search address by contact name in Exact Online
- Search document by accountName in Exact Online
- Update cost unit in Exact Online
- Update cost center in Exact Online
- Update address in Exact Online
- Update contact in Exact Online
- Update account in Exact Online
- Delete contact in Exact Online
- Delete account in Exact Online
- Create document in Exact Online
- Search item by code in Exact Online
- Search cost unit by code in Exact Online
- Search cost centre by code in Exact Online
- Search contact by first name in Exact Online
- Search bank account by account name in Exact Online
- Search account by name in Exact Online
- Create item in Exact Online
- Create project in Exact Online
- Create cost unit in Exact Online
- Create cost centre in Exact Online
- Create bank account in Exact Online
- Create address in Exact Online
- Create account in Exact Online
- Create contact in Exact Online
- Send message (using template) in WhatsApp
- Send message in WhatsApp
Trusted by experts at...
Ready Workflows for Exact Online + WhatsApp Integration
Capture new contacts, notify customers, send follow-up messages, update account data, 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 + WhatsApp flow
Sync your core messaging and accounting data with inventory, sheets, and communication tools. Pick a combination and activate it in one click.
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Shopify (3)
Shopify (3) +
Google Sheets (3)
Google Sheets (3) +
Gmail (3)
Gmail (3) +
Stripe (3)
Stripe (3) +
Slack (3)
Slack (3) +
Trello (3)
Trello (3) S
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Create an Exact Online contact for every new Shopify customer, and send a welcome message in WhatsApp.
New Shopify customers automatically generate an Exact Online contact and receive a WhatsApp message, eliminating manual entry.
S
E
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When an order is paid in Shopify, update the contact in Exact Online and send a confirmation via WhatsApp.
Paid Shopify orders update your Exact Online contact details and trigger a WhatsApp confirmation instantly.
S
C
E
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Use Claude to summarise new Shopify orders, create a project in Exact Online, and notify customers on WhatsApp.
Claude summarises order requirements before Exact Online creates a project and WhatsApp sends the details.
Supported triggers and actions for Exact Online and WhatsApp
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 → WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
Try it → What can you automate with Exact Online + WhatsApp?
Streamline your customer communications and accounting workflows with reliable automated triggers across Exact Online and WhatsApp.
💬
Send automated WhatsApp messages on contact creation
Trigger instant WhatsApp messages or template notices the moment a new contact is created in Exact Online. Ensure prompt outreach without manual intervention.
📋
Capture every submitted field in your workflow
Map all available contact details and custom fields from Exact Online directly into your WhatsApp communications. Maintain complete context for every interaction.
🔔
Notify team members immediately on new events
Alert your staff the second a new message arrives in WhatsApp or an account is updated in Exact Online. Keep your entire team aligned on customer activity.
🔀
Route communications based on submitted criteria
Send different WhatsApp template messages depending on specific account details or contact attributes submitted in Exact Online.
🔄
Keep client records synchronised across platforms
Automatically update Exact Online contact and account information whenever corresponding messaging interactions occur in WhatsApp.
🔍
Search and update existing records safely
Look up existing bank accounts, documents, or contacts in Exact Online before creating new entries, preventing duplicate records in your system.
📊
Handle project and item updates dynamically
Create new projects or update cost centers in Exact Online automatically when customer engagement milestones are reached.
🔌
Extend your workflow to external tools
Connect your Exact Online and WhatsApp flow to Google Sheets or Slack to log data and notify stakeholders in a single pipeline.
And much more...
Who is Exact Online + WhatsApp integration for?
Accounting professionals, support teams, and operations managers eliminate manual data transfer and keep client communications synchronised across Exact Online and WhatsApp.
Financial controllers
Customer support leads
Account managers
Operations coordinators
Sales executives
Compliance officers
📈
Financial controllers
You rely on Exact Online for accurate ledger data, but manual record updates leave your reporting lagging behind actual cash flow — automating both apps means every transaction and account change syncs instantly and your financial reporting stays current.
⚡
Customer support leads
You need to respond to client inquiries on WhatsApp immediately, but switching between accounting and messaging platforms slows down your response times — connecting these apps means inbound queries trigger instant record updates and team alerts.
📋
Account managers
You report project progress to stakeholders regularly, but piecing together Exact Online project statuses and WhatsApp chat logs takes hours of manual work — this integration means all client updates flow automatically into a unified timeline.
🔄
Operations coordinators
High volumes of incoming client orders overwhelm your team's manual data entry capacity, resulting in missed follow-ups and delayed project kickoffs — automating both apps means every new submission creates records and triggers outreach without manual bottlenecks.
👥
Sales executives
You depend on upstream contact creation in Exact Online before initiating client chats, but delays in handoffs leave leads waiting uncontacted — with this integration, new contacts trigger instant WhatsApp messages the moment they are logged.
📁
Compliance officers
You need a reliable audit trail of all customer interactions and accounting updates, but fragmented logs leave recurring gaps in your history — integrating these apps means every contact and message is recorded accurately without missing entries.
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 + WhatsApp
Build and manage your Exact Online + WhatsApp automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Exact Online + WhatsApp 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 + WhatsApp Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Exact Online to WhatsApp?
You can connect Exact Online to WhatsApp in just 1 click using ready workflows or Integrately AI. Bring in Google Sheets, Slack, or Gmail to build multi-step automations without writing any code.
Can I automatically send a WhatsApp message when a new Exact Online contact is created?
Can I connect Exact Online, WhatsApp, and Google Sheets?
What is a good Zapier alternative for Exact Online and WhatsApp?
How are contact updates handled between Exact Online and WhatsApp?
Can I use WhatsApp templates with Exact Online triggers?
Do I need coding skills to automate Exact Online and WhatsApp?
Is the Exact Online and WhatsApp 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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