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Overview#
The Exact API provides a suite of endpoints for interacting with Exact's cloud-based financial software, which includes tools for accounting, CRM, and ERP functionalities. By leveraging this API on Pipedream, you can automate data flows across various business functions, sync financial records, manage customer relationships, and streamline operational processes. Pipedream's serverless execution model allows for crafting intricate workflows that respond in real-time to events, schedule operations, and connect with countless other apps to extend the functionality of Exact's ecosystem.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
exact: {
type: "app",
app: "exact",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://start.exactonline.${this.exact.$auth.region}/api/v1/current/Me?$select=UserID,Email`,
headers: {
Authorization: `Bearer ${this.exact.$auth.oauth_access_token}`,
"Content-Type": `application/json`,
},
params: {
"$select": `UserID,Email`,
},
})
},
})
Example Use Cases#
Sync Invoices with Google Sheets: Automatically export new or updated invoices from Exact to a Google Sheets spreadsheet. This workflow provides a simple way to keep finance teams updated on invoicing without manual exports, ensuring real-time visibility into accounts receivable.
Customer Onboarding Automation: When a new customer is added in Exact, trigger a workflow that collects additional data from forms or other systems, enriches the customer profile, and then updates the CRM records in Exact. This can streamline the onboarding process and ensure customer data integrity.
Inventory Tracking and Alerts: Monitor inventory levels in Exact and trigger alerts via email or messaging platforms like Slack when stock for key products falls below a certain threshold. This workflow can initiate purchase orders or notify management, enabling quick response to inventory needs.
Popular Exact Integrations#
Popular Exact Triggers#
Emit new event each time a new account is created. See the docs
Emit new event each time a new contact is created. See the docs
Authentication#
Name Slug: exactExact uses OAuth authentication. When you connect your Exact account, Pipedream will open a popup window where you can sign into Exact and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Exact API.
Pipedream requests the following authorization scopes when you connect your account:
- authorization
GEThttps://start.exactonline.{{custom_fields.region}}/api/oauth2/auth?client_id={{custom_fields.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}} - accessToken
POSThttps://start.exactonline.{{custom_fields.region}}/api/oauth2/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{custom_fields.client_id}}&client_secret={{custom_fields.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}} - refreshToken
POSThttps://start.exactonline.{{custom_fields.region}}/api/oauth2/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{custom_fields.client_id}}&client_secret={{custom_fields.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}
Trusted by 1,000,000+ developers from startups to Fortune 500 companies