Exact Online Airtable

Exact Online + Airtable Integrations, Built by an AI Agent

Put Exact Online + Airtable to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Exact Online and Airtable below — describe the exact one you want above and the Agent builds it on demand.

Exact Online + Airtable When an account is created or updated in Exact Online, sync account records to Airtable. See details
Generate invoices from approved project records When a document record status changes to approved in Airtable, automatically create an invoice in Exact Online so client billing moves forward promptly. See details
Log payment confirmations directly inside project documents When a payment is received in Exact Online, automatically append text to the matching client document page in Airtable confirming the updated balance. See details
Track overdue invoices in account management documentation When an invoice becomes overdue in Exact Online, automatically add a record in Airtable so account representatives are notified to follow up. See details

Browse the full workflow library →

Looking to achieve something else with Exact Online and Airtable?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Exact Online and Airtable

Everything Exact Online and Airtable can do inside a workflow — the triggers that start one and the actions that run when it fires.

Exact Online Explore Exact Online →

Exact Online is a cloud business software offering integrated accounting, enterprise resource planning, and financial management tools.

Triggers
New or Updated Account

Triggers when an account is created or updated.

New or Updated Bank Account

Triggers when a bank account is created or updated.

New or Updated Bank Entry

Triggers when a bank entry is created or updated.

New or Updated Cash Entry

Triggers when a cash entry is created or updated.

New or Updated Contact

Triggers when a contact is created or updated.

New or Updated Project Cost Transaction

Triggers when a project cost transaction is created or updated.

Actions
Accept Quotation

Accepts a quotation in the system.

Complete Sales Order (Close Backorder)

Completes a sales order administratively: closes the remaining goods delivery (backorder), the outstanding invoice amount, or both, without delivering or invoicing further. IRREVERSIBLE — per Exact: "Once completed, this action cannot be undone." At least one of Complete Remaining Delivery / Complete Outstanding Invoice must be set to true; this action refuses to send a request in which both are false. Requires the Manufacturing or Wholesale & Distribution package. Not replay-safe by design: re-running on an already-completed order is expected to be refused or ignored by Exact server-side, but this is not live-verified — verify the order status in Exact before re-running.

Complete Sales Order Line

Completes a single sales order line administratively: closes the remaining goods delivery, the outstanding invoice amount, or both, for that line only — without delivering or invoicing further. IRREVERSIBLE — per Exact: "Once completed, this action cannot be undone." At least one of Complete Remaining Delivery / Complete Outstanding Invoice must be set to true; this action refuses to send a request in which both are false. Requires the Manufacturing or Wholesale & Distribution package. Not replay-safe by design: re-running on an already-completed line is expected to be refused or ignored by Exact server-side, but this is not live-verified — verify the line in Exact before re-running.

Create Account

Creates an account in the system.

Create Address

Creates an address in the system.

Create Bank Account

Creates a bank account in the system.

Airtable Explore Airtable →

Airtable is a low-code platform that combines spreadsheet features with relational database capabilities for managing structured data.

Triggers
New Record

Triggers when a new record is created or new or existing records when first added to a selected view.

New or Updated Record

Triggers when a record is created or updated.

Actions
Add Comment to Record

Add a comment to an existing record in Airtable.

Create Record

Creates a new record with auto-populating fields.

Create Records (Advanced)

Create up to 10 new records (supports line items).

Create Base

Create a new Airtable base in your workspace.

Create or Update Record

Find and update an existing record, or create a new one.

Create Table

Create a new table in an existing Airtable base.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Exact Online + Airtable

Is there a pre-built Exact Online + Airtable automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Exact Online and Airtable's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Exact Online or Airtable connector?

No. The Agent works whether or not Exact Online or Airtable already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can financial status updates automatically reflect in project documents?

Yes, status updates like received payments or overdue invoices in Exact Online can automatically append notes or update record statuses inside Airtable.

How does this integration streamline client billing?

Updating a project or record status in Airtable can automatically generate a matching invoice in Exact Online to eliminate re-keying billing details.

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