ify connects with Exact Online

ify is an AI support agent that seamlessly integrates with Exact Online to understand customer context, use approved tools, and complete resolutions across your support stack.

Start for free

Resolution flow

How ify uses Exact Online

The point is not another integration badge. ify uses Exact Online as part of the work required to resolve a customer request, then carries the result back into the support conversation.

01

Read the request

ify understands what the customer needs and whether Exact Online is the right system to check.

02

Pull live context

It looks up the relevant sales & crm and erp context directly from Exact Online, not a stale copy.

03

Take the action

With 11 supported tools, ify can complete approved steps inside Exact Online.

04

Record the outcome

The customer gets a clear answer, and the support trail keeps what was checked, changed, and escalated.

Tools ify can use in Exact Online

ify calls these 11 tools inside Exact Online to support your customers end-to-end — no ticket sits in a queue waiting on a manual lookup.

Exact Online

Get Purchase Invoice By Id

Retrieves a single purchase invoice using its unique identifier.

Tool
Exact Online

Create Purchase Invoice

Creates a new purchase invoice header in the connected division's purchase journal.

Tool
Exact Online

Update Purchase Invoice

Updates header fields on a purchase invoice that has not yet been processed.

Tool
Exact Online

Get Purchase All Invoice Lines

Retrieves the line items (GL account, item, quantity, VAT) for a purchase invoice.

Tool
Exact Online

Search Sales Invoice

Retrieves one or more sales invoice headers, optionally filtered by invoice ID, invoice number, customer, status, or creation date.

Tool
Exact Online

Get Sales Invoice By Id

Retrieves sales invoice headers filtered by invoice ID

Tool
Exact Online

Create Sales Invoice

Creates a new sales invoice header in the connected division.

Tool
Exact Online

Update Sales Invoice

Updates header fields on a sales invoice that has not yet been processed.

Tool
Exact Online

Get Sales Invoice Lines

Retrieves the line items for a sales invoice.

Tool

Resolution paths

Common outcomes from Exact Online

Each path starts with one customer need, uses the right Exact Online tool, and ends with a verified answer or action inside the support conversation.

Path 01

Get Purchase Invoice By Id

Retrieves a single purchase invoice using its unique identifier.

Uses Exact OnlineVerified outcome

Path 02

Create Purchase Invoice

Creates a new purchase invoice header in the connected division's purchase journal.

Uses Exact OnlineVerified outcome

Path 03

Update Purchase Invoice

Updates header fields on a purchase invoice that has not yet been processed.

Uses Exact OnlineVerified outcome

Connected stack

Connect Exact Online with your stack

Customer requests rarely live in one system. ify can use Exact Onlinealongside the apps your support team already checks to verify context, take action, and close the loop.

ActiveCampaign
Apollo.io
Exact Online
Attention
Attio

Common questions about ify for Exact Online

If you can’t find what you’re looking for, .

Your support, handled by ify

Stop losing customers to slow support. ify resolves, remembers, and escalates, so your team only handles what actually needs them.

Start for free

14-day free trial · Setup under 20 min · Cancel anytime