Integrate Act!

Provide your users with in-app integration with Act!

Act!

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

Connector Methods

Contacts

FeatureDescriptionType
Get Contacts By Opportunity IDGet all contact(s) that are associated with a given opportunity. Action
Get ContactGet a specific contact. Action
Update ContactUpdate an already existing contact. Action
Delete ContactDelete an existing contact. Action
List ContactsGet all contacts. Action
Create ContactCreate a new Contact. Action
Get New ContactsGet new contacts since last run time. Action
Get Updated ContactsGet updated contacts since last run time. Action
Get Contact(s) By EmailGet all contacts with a given email address. Action

Custom Entities

FeatureDescriptionType
Get EntityGet a specific custom entity. Action
Update EntityCreate a new custom entity. Action
Delete EntityDelete an existing custom entity. Action
List EntitiesGet all custom entity data matching an (optional) OData query. Action
Create EntityCreate a new custom entity. Action

Marketing Automations

FeatureDescriptionType
Create Automation EmailCreate a new Marketing Automation Email. Action

Opportunities

FeatureDescriptionType
Associate Opportunity To ContactAssociate the contact (if it is not already present) to a opportunity. Action
Update Opportunity ProductUpdate an already existing opportunity product. Action
Get Contact OpportunitiesGet all contact opportunities. Action
Get Opportunity ProcessGet an opportunity process. Action
Get Opportunity ProcessesGet all processes. Action
List Opportunity ProductsGet all products associated with an opportunity. Action
Create Opportunity ProductCreate a new opportunity product. Action
Get Opportunity ProductGet a specific opportunity product. Action
Get OpportunityGet a specific opportunity. Action
Update OpportunityUpdate an already existing opportunity. Action
Delete OpportunityDelete an existing opportunity. Action
List OpportunitiesGet all opportunities. Action
Create OpportunityCreate a new Opportunity. Action
Get New OpportunitiesGet new opportunities since the last run time. Action
Get Updated OpportunitiesGet updated opportunities since the last run time. Action

History

FeatureDescriptionType
Get HistoryGet all history items. Action
Get Contact's HistoryGet all history items for a contact. Action
Get Updated Contact's HistoryGet all history items for a contact created or modified since last run. Action
Get New Contact's HistoryGet all history items for a contact created since last run. Action
Get Contact's Most Recent History ItemGet the last history item created or updated for a contact. Action

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