AI for Exact Synergy
Connect AI agents to Exact Synergy via the official Exact API (REST/XML) and webhooks. Automate document and workflow processes, CRM actions and project administration — while you decide which actions run automatically and which go through a person first. EU-hosted and GDPR-aware for Dutch organizations.
UnifyAI offers AI integrations with Exact Synergy for SMEs. Our AI Agents connect to Exact Synergy to automate business processes — securely, with EU hosting and human-in-the-loop so you stay in control of sensitive actions. Implementation typically in 2-3 weeks, fully GDPR-compliant.
What our AI does with Exact Synergy
Use cases
Incoming documents to the right place
An agent reads incoming documents and emails, summarizes them and attaches them as a document or request to the right account or project in Exact Synergy — you approve the linking where needed.
Keep CRM up to date
When a new or changed account is created, the agent enriches the record, detects duplicates and creates follow-up tasks or requests according to your workflow rules.
Signals and reporting
Important changes in workflows or projects automatically trigger a notification or approval flow, and periodic summaries provide overview for management or client.
Questions about AI + Exact Synergy
Does this work with our version and Exact Synergy license?
In most cases yes: we connect via the official Exact API and webhooks, available for standard Exact Synergy environments. We start with a technical scan to confirm your version, modules and API access.
How do you connect exactly — via an app or the API?
Via the official Exact API (REST/XML) and where available webhooks, with scoped OAuth or API key access. For flows to your other tools, we use n8n, Make or Zapier where appropriate. No workarounds outside of Exact.
Does our data stay GDPR-compliant?
Yes. We minimize personal data, choose EU hosting where appropriate and document the processing in a processor agreement. You remain the data controller and decide what the agent can see and do.
Does the AI automatically execute actions in Exact Synergy?
By default, the agent works with drafts and approval: it prepares documents, requests or CRM updates and you give approval. Only once you trust a process can steps run fully automatically.