Integrate Act!

Provide your users with in-app integration with Act!

Act! connector

Act!

CRM & Marketing Automation built for small & midsized business success.

Act! Connector Methods

Marketing Automations

Feature Description Type
Create Automation Email Create a new Marketing Automation Email. Action

Groups

Feature Description Type
List Groups Get all groups. Action

Contacts

Feature Description Type
Get Contact(s) By Email Get all contacts with a given email address. Action
Get Contacts By Opportunity ID Get all contact(s) that are associated with a given opportunity. Action
Get New Contacts Get new contacts since last run time. Action
Get Contact Get a specific contact. Action
List Contacts Get all contacts. Action
Create Contact Create a new Contact. Action
Update Contact Update an already existing contact. Action
Get Updated Contacts Get updated contacts since last run time. Action
Delete Contact Delete an existing contact. Action

Opportunities

Feature Description Type
Associate Opportunity To Contact Associate the contact (if it is not already present) to a opportunity. Action
Get Opportunity Product Get a specific opportunity product. Action
Delete Opportunity Delete an existing opportunity. Action
Get Opportunity Processes Get all processes. Action
Get Opportunity Get a specific opportunity. Action
Get Opportunity Process Get an opportunity process. Action
Create Opportunity Create a new Opportunity. Action
Update Opportunity Product Update an already existing opportunity product. Action
Create Opportunity Product Create a new opportunity product. Action
Get Updated Opportunities Get updated opportunities since the last run time. Action
List Opportunities Get all opportunities. Action
Get Contact Opportunities Get all contact opportunities. Action
Get New Opportunities Get new opportunities since the last run time. Action
Update Opportunity Update an already existing opportunity. Action
List Opportunity Products Get all products associated with an opportunity. Action

Custom Entities

Feature Description Type
List Entities Get all custom entity data matching an (optional) OData query. Action
Update Entity Create a new custom entity. Action
Get Entity Get a specific custom entity. Action
Delete Entity Delete an existing custom entity. Action
Create Entity Create a new custom entity. Action

Users

Feature Description Type
List Users Get all users. Action

History

Feature Description Type
Get Contact's History Get all history items for a contact. Action
Get Contact's Most Recent History Item Get the last history item created or updated for a contact. Action
Get Updated Contact's History Get all history items for a contact created or modified since last run. Action
Get New Contact's History Get all history items for a contact created since last run. Action
Get History Get all history items. Action
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