Exact Online + ClickUp Integrations, Built by an AI Agent
Put Exact Online + ClickUp to work with AI and enterprise-grade automation
Learn more about Exact Online integrations or talk to a human
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Workflows you can build between Exact Online and ClickUp
See the kind of workflows teams build with Exact Online and ClickUp below — describe the exact one you want above and the Agent builds it on demand.
Exact Online + ClickUp
When project cost transactions are created or updated in Exact Online, log cost updates on ClickUp tasks.
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Generate invoices when project milestones finish
When a task is completed in ClickUp, automatically create an invoice in Exact Online so billing occurs immediately without delay.
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Move project tasks when invoices become overdue
When an invoice is marked overdue in Exact Online, automatically move the associated project task in ClickUp to an on-hold stage.
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Add task notes when client payments are received
When a payment is received in Exact Online, automatically add a comment to the client task in ClickUp confirming payment receipt.
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Browse the full workflow library →
Looking to achieve something else with Exact Online and ClickUp?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Exact Online and ClickUp
Everything Exact Online and ClickUp 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.
TriggersTriggers when an account is created or updated.
Triggers when a bank account is created or updated.
Triggers when a bank entry is created or updated.
Triggers when a cash entry is created or updated.
Triggers when a contact is created or updated.
Triggers when a project cost transaction is created or updated.
Accepts a quotation in the system.
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.
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.
Creates an account in the system.
Creates an address in the system.
Creates a bank account in the system.
ClickUp Explore ClickUp →
ClickUp is an all-in-one productivity platform that combines task management, document editing, goal tracking, and project planning in one interface.
TriggersTriggers when a new message is posted to a specific channel you choose.
Triggers when a reaction (emoji) is added to a message in a public channel.
Triggers when a new Comment is added to a Task in ClickUp.
Triggers when new folders are created.
Triggers when new lists are created.
Triggers when tasks are added.
Archive or delete ClickUp task
Add a checklist to a task
Send a direct message to a user or yourself.
Post a message to a specific channel you choose.
Create new document in the specific location
Create new page in the specific document
Other Accounting apps on Knit
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4Pay
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Aarven
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AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountGroove
AccountGroove is a cloud-based invoicing and billing platform designed to streamline client account management and financial tracking.
AccountingSuite
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AdminPulse
AdminPulse is a practice management and time tracking software developed specifically for accounting and bookkeeping professionals.
AdvicePay
AdvicePay is a billing and payment processing platform tailored specifically for fee-for-service financial planning advisors.
AffiniPay
AffiniPay is an online payment processing platform tailored for professional services firms to accept credit cards and eChecks.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
1st things 1st
1st things 1st is prioritization software designed to help teams analyze, rank, and organize project goals and tasks.
Accelo
Accelo is a cloud service operations platform designed to automate client work, retainers, and business management workflows.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
AdaptiveWork
AdaptiveWork is an enterprise project and portfolio management solution that helps teams track work, resources, and project status.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
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.
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.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Exact Online + ClickUp
Is there a pre-built Exact Online + ClickUp automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Exact Online and ClickUp's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Exact Online or ClickUp connector?
No. The Agent works whether or not Exact Online or ClickUp 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.
How does connecting ClickUp with Exact Online help our finance team?
It reduces manual data entry by initiating invoices and expense updates automatically as project milestones are completed.
Can payment updates in Exact Online alter project tasks in ClickUp?
Yes, when a payment is received or an invoice becomes overdue in Exact Online, you can automatically move or update tasks in ClickUp.