Sync client records between systems

When contact details are updated in Storeganise, automatically sync the customer record in Exact Online to maintain clean billing profiles.

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See all Storeganise + Exact Online integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Storeganise Explore Storeganise →

Triggers

New lead created

Fires when a new lead or contact is created in Storeganise.

Deal stage changed

Fires when a deal moves to a new stage in Storeganise.

Deal won

Fires when a deal is marked won in Storeganise.

Contact updated

Fires when a field on a contact changes in Storeganise.

Actions

Create or update contact

Creates or updates a contact in Storeganise.

Create deal

Creates a new deal in Storeganise.

Update deal stage

Moves a deal to a new stage in Storeganise.

Log activity

Logs a call, email, or note against a record in Storeganise.

Exact Online Explore Exact Online →

Triggers

New invoice created

Fires when a new invoice is created in Exact Online.

Payment received

Fires when a payment is recorded in Exact Online.

Invoice overdue

Fires when an invoice in Exact Online passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Exact Online.

Actions

Create invoice

Creates a new invoice in Exact Online.

Record payment

Records a payment against an invoice in Exact Online.

Create expense

Creates a new expense entry in Exact Online.

Sync customer record

Syncs a customer's billing record in Exact Online.

Turn closed deals into client invoices When a deal is marked won in Storeganise, automatically create an invoice in Exact Online so billing can start without delay. See details

Update deal status when payments arrive When a payment is received in Exact Online, automatically update the deal stage in Storeganise to keep sales reps informed of account standing. See details

See all Storeganise + Exact Online integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Sync client records between systems” between Storeganise and Exact Online?

Yes — describe it in the box above and Knit's Integrations Agent researches Storeganise and Exact Online's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

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

How does linking Exact Online and Storeganise streamline the sales-to-finance handoff?

Closing a deal in Storeganise 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 Storeganise?

Yes, when a customer settles an invoice in Exact Online, the corresponding deal stage in Storeganise can automatically update to reflect a completed transaction.