Exact Online connector for Okou
Connect Exact Online to read and manage divisions, CRM records, inventory, sales, purchasing, and financial data.
Sales & operations · OAuth 2.0 access token
Use Exact Online in Okou
Exact Online REST API for divisions, CRM, inventory, sales, purchasing, and financial operations.
Once connected, supported Exact Online actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Exact Online
- Read the Exact Online identity associated with the token.
- Read Exact Online divisions and available features.
- Read accounts, contacts, and CRM addresses.
- Read Exact Online inventory items.
- Read sales invoices and invoice lines.
- Read sales orders and order lines.
- Read receivables and the receivables list.
- Read outgoing payment records.
How the Exact Online connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Exact Online
Choose OAuth 2.0 access token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Exact Online securely
Use the connection method that fits your account and grant only the access the workflow needs.
- OAuth 2.0 access token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What Exact Online covers
The topics this connector's published operations touch.
- exact
- exact online
- accounting
- erp
- crm
- invoicing
Exact Online connector questions
- What can Okou do with Exact Online?
- Connect Exact Online to read and manage divisions, CRM records, inventory, sales, purchasing, and financial data. Documented actions include: Read the Exact Online identity associated with the token. Read Exact Online divisions and available features.
- How do I connect Exact Online to Okou?
- Connect Exact Online using OAuth 2.0 access token. The connection controls which supported actions a workflow can use.
- Can Exact Online run in an automated workflow?
- Yes. After it is connected, supported Exact Online actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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