Exact Online Gravity Forms

Exact Online + Gravity Forms Integrations, Built by an AI Agent

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

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

Exact Online + Gravity Forms When a new or updated contact is saved in Exact Online, sync contact details with Gravity Forms submissions. See details
Generate invoices from intake form responses When a customer submits an order form in Gravity Forms, automatically create a detailed invoice in Exact Online to streamline client billing. See details
Invite clients to satisfaction surveys after payment When a payment is received in Exact Online, automatically add the customer as a respondent in Gravity Forms to collect post-service feedback. See details
Sync customer profile changes from updated surveys When a respondent updates their feedback details in Gravity Forms, automatically sync their revised contact information in Exact Online. See details

Browse the full workflow library →

Looking to achieve something else with Exact Online and Gravity Forms?

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 Gravity Forms

Everything Exact Online and Gravity Forms 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.

Gravity Forms Explore Gravity Forms →

Gravity Forms is a plugin for WordPress that allows site owners to build advanced forms and surveys.

Triggers
Form Submission

Triggers when the specified form is submitted.

Actions
Create Entry

Creates a new form entry.

Submit Form

Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

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Customer Stories

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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.
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Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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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.
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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.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

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FAQ

Common questions about Exact Online + Gravity Forms

Is there a pre-built Exact Online + Gravity Forms automation?

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

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

No. The Agent works whether or not Exact Online or Gravity Forms 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 order form submissions generate customer invoices?

Yes, completing a request or order form in Gravity Forms can automatically generate a corresponding customer invoice in Exact Online.

How can I survey customers after they pay an invoice?

When a payment is recorded in Exact Online, you can automatically add the client as a survey respondent in Gravity Forms to request feedback.

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