Act! connector icon

Act! Connector

Build in-app integrations that sync Act! contacts, opportunities and activities, trigger email campaigns and automate lead routing for your customers — all managed and deployed from Cyclr.

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01

Faster delivery

Ship Act! automations faster with prebuilt actions and low-code mapping.

02

Reusable orchestration

Create once and reuse workflows across customer accounts and environments.

03

Tenant governance

Manage credentials, access and versions per customer tenant securely.

04

Embedded experience

Deliver customer-facing workflows natively inside your SaaS product.

CONNECTOR OVERVIEW

Overview

Teams can integrate Act! contacts, companies, opportunities, activities and email marketing to sync customer data, automate lead routing and trigger campaign sends. Using Act! Web API’s REST surface and OData reads, Cyclr orchestrations map fields, create or update records, register webhook monitors and run batched requests per tenant.

PRODUCT USE CASES

Use-case examples

Quickly build and deploy tenant-scoped automations: synchronize signups to Act! contacts, create opportunities from in-app events, log activities and trigger email campaigns — all from your product UI using Cyclr orchestration and governance.

Provision contacts from new user signups

When a customer signs up in your app, create or update a Contact and add to an Act! Group for segmented campaigns.

Create opportunities from in-app events

Convert qualified product events into Act! Opportunities and assign owners, stages and expected close dates.

Log user interactions as Activities

Write Activities to Act! when users complete tasks, attend demos or respond to support — keeping sales context current.

ORCHESTRATION

How Act! works with Cyclr

Cyclr sits between your SaaS product and Act! to handle authentication, govern access and orchestrate every API call per customer, at scale.

  1. 1

    Your SaaS product

    Your app requests an action for a specific customer.

  2. 2

    Cyclr orchestration

    Cyclr authenticates, applies policies and routes the request.

  3. 3

    Act!

    Act! processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Act! methods you can orchestrate through Cyclr.

Users1

List Users

Action

Get all users.

Internal1

Ping

Action

Gets basic system information, no auth needed.

Contacts9

Get Contact

Action

Get a specific contact.

List Contacts

Action

Get all contacts.

Get Contact(s) By Email

Action

Get all contacts with a given email address.

Create Contact

Action

Create a new Contact.

Update Contact

Action

Update an already existing contact.

Get Contacts By Opportunity ID

Action

Get all contact(s) that are associated with a given opportunity.

Delete Contact

Action

Delete an existing contact.

List New Contacts

Action

Get new contacts since last run time.

List Updated Contacts

Action

Get updated contacts since last run time.

Opportunities15

Delete Opportunity

Action

Delete an existing opportunity.

List Opportunities

Action

Get all opportunities.

Update Opportunity Product

Action

Update an already existing opportunity product.

Create Opportunity Product

Action

Create a new opportunity product.

Get New Opportunities

Action

Get new opportunities since the last run time.

Get Updated Opportunities

Action

Get updated opportunities since the last run time.

Create Opportunity

Action

Create a new Opportunity.

Update Opportunity

Action

Update an already existing opportunity.

Get Opportunity Product

Action

Get a specific opportunity product.

Get Opportunity

Action

Get a specific opportunity.

Associate Opportunity To Contact

Action

Associate the contact (if it is not already present) to a opportunity.

Get Contact Opportunities

Action

Get all contact opportunities.

Get Opportunity Processes

Action

Get all processes.

Get Opportunity Process

Action

Get an opportunity process.

List Opportunity Products

Action

Get all products associated with an opportunity.

Marketing Automations1

Create Automation Email

Action

Create a new Marketing Automation Email.

History5

List History

Action

Get all history items.

List New Contact's History

Action

Get all history items for a contact created since last run.

Get Contact's History

Action

Get all history items for a contact.

List Updated Contact's History

Action

Get all history items for a contact created or modified since last run.

Get Contact's Most Recent History Item

Action

Get the last history item created or updated for a contact.

Groups1

List Groups

Action

Get all groups.

Custom Entities5

List Entities

Action

Get all custom entity data matching an (optional) OData query.

Get Entity

Action

Get a specific custom entity.

Delete Entity

Action

Delete an existing custom entity.

Create Entity

Action

Create a new custom entity.

Update Entity

Action

Create a new custom entity.

Object Fields3

List Updated Fields

Action

List fields for an object (company, contact, etc) created or updated since last run time.

List Fields

Action

List fields for an object (company, contact, etc).

List New Fields

Action

List fields for an object (company, contact, etc) created since last run time.

TECHNICAL DETAILS

Act! integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Act! integrations in Cyclr.

API and authentication

API host
https://{server}/act.web.api
Authentication
Bearer (JWT) via Basic-to-token exchange
Credentials

Username, password (Basic) to obtain token; Act-Database-Name header; optional webhook callback token.

Method categories

Contacts, Companies, Opportunities, Activities, Groups, Email/Marketing, Webhooks, OData reads and CRUD

View vendor API documentation →

Pagination and rate limits

Pagination

Collection reads accept OData v4 ($top, $skip) plus $filter, $orderby, $select, $expand. Batch requests via POST /api/$batch.

Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

Authentication at a glance

Act! Web API uses HTTP Basic to obtain a JWT bearer token. Requests use Authorization: Bearer and require an Act-Database-Name header. API is JSON REST-based.

Authentication method
Bearer (JWT) via Basic-to-token exchange
Credential required

Username, password (Basic) to obtain token; Act-Database-Name header; optional webhook callback token.

Before you begin:

Webhooks require self-hosted Act! Premium Web and webhook service installation.

View setup guide

COMMON QUESTIONS

Frequently asked questions

It syncs and manages Act! Contacts, Companies, Opportunities, Activities and email/marketing sends. Cyclr workflows can create, update, read and batch those records, and register webhook monitors for changes.

Act! uses Basic auth to obtain a JWT bearer token. You call /authorize with Basic credentials and include Act-Database-Name; then use Authorization: Bearer on requests.

Yes. Cyclr workflows use per-customer Act! credentials and tenant-scoped endpoints so you can embed the same orchestration across multiple customer accounts with separate credentials.

Yes. You can expose Act! CRUD and marketing actions as Cyclr MCP tools with governance, versioning and controlled access so product teams manage which methods customers can run.

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