Exact Online + Pipedrive Integrations, Built by an AI Agent
Put Exact Online + Pipedrive to work with AI and enterprise-grade automation
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Workflows you can build between Exact Online and Pipedrive
See the kind of workflows teams build with Exact Online and Pipedrive below — describe the exact one you want above and the Agent builds it on demand.
Exact Online + Pipedrive
When a new or updated account is detected in Exact Online, sync the customer account details to Pipedrive.
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Turn closed deals into client invoices
When a deal is marked won in Pipedrive, automatically create an invoice in Exact Online so billing can start without delay.
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Update deal status when payments arrive
When a payment is received in Exact Online, automatically update the deal stage in Pipedrive to keep sales reps informed of account standing.
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Sync client records between systems
When contact details are updated in Pipedrive, automatically sync the customer record in Exact Online to maintain clean billing profiles.
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Browse the full workflow library →
Looking to achieve something else with Exact Online and Pipedrive?
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 Pipedrive
Everything Exact Online and Pipedrive 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.
Pipedrive Explore Pipedrive →
Pipedrive is a web-based sales pipeline and CRM tool designed to help sales teams manage leads and deal flows.
TriggersTriggers when an activity newly matches a Pipedrive filter for the first time.
Triggers when a new activity is created.
Triggers when a deal newly matches a Pipedrive filter for the first time.
Triggers when a new deal is created.
Triggers when a lead is created.
Triggers when a new comment is added to a note.
Adds a discount to an existing deal.
Adds an existing label to an existing person.
Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)
Add product variation to a product.
Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.
Creates a new deal.
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17hats
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ABC GymSales
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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.
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 + Pipedrive
Is there a pre-built Exact Online + Pipedrive automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Exact Online and Pipedrive's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Exact Online or Pipedrive connector?
No. The Agent works whether or not Exact Online or Pipedrive 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 linking Exact Online and Pipedrive streamline the sales-to-finance handoff?
Closing a deal in Pipedrive can instantly create an invoice in Exact Online, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Exact Online update deal stages in Pipedrive?
Yes, when a customer settles an invoice in Exact Online, the corresponding deal stage in Pipedrive can automatically update to reflect a completed transaction.