If you are looking to automate your business processes, you need to **establish a secure connection with your Act! 365** instance first. This will enable you to interact with your Act! 365 data and build powerful automations that can streamline your operations and enhance your overall efficiency. Step-by-step instructions are available on the  page.

  

You can leverage UiPath's Act! 365 connector to enable the  in Studio. This helps you perform a wide range of operations on your data, including creating, reading, updating, deleting, searching, and listing capabilities for your Act! 365 objects.

  

 also supports events via polling. This feature can be particularly useful for businesses that need to stay up to date on changes to their Act! 365 data, or that require real-time notifications for specific events. More information about the events supported for the Act! 365 connector is available in the  page.

  

**The UiPath connector for Act! 365** is built on  v1, which offers a wide range of capabilities for interacting with your Act! 365 data. To learn more about the Act! 365 API and how to use it with UiPath, visit the .

  

By using the REST API, **you can perform a wide variety of operations on your Act! 365 data**, including retrieving contacts, leads, opportunities, and activities, creating new records, updating existing ones, deleting data, and more. **This can be incredibly powerful** when used in conjunction with UiPath's automation capabilities and can help you build custom workflows that are specifically designed to meet your unique business needs.

A cloud based customer relationship management (CRM) and marketing solution designed primarily for small & midsized businesses. It provides essential customer management, email marketing, sales acceleration tools and allows users to manage prospects, lead data, contact details, potential opportunities, track interactions and take down notes–all from a single platform, eliminating the need for multiple systems.

Discover the capabilities of Act! 365 and revolutionize your CRM experience through seamless integrations. The UiPath connector, designed for Act! 365, empowers you with control and efficiency in managing customer relationships. By incorporating UiPath's Act! 365 connector into your Studio workflows, you gain access to a comprehensive suite of operations, transforming the way you interact with your data.

Leverage this CRM connector to ensure that your workflow is streamlined, providing quick and easy access to the information essential for your business processes. With Act! 365 integrations, you can maximize the value of your CRM activities, taking your capabilities to new heights.

Act now to unlock the true potential of your customer relationships! Boost your CRM experience with seamless Act! 365 integrations. Explore enhanced customer interactions today.

Introducing Act! 365 Connector and Integrations

The **UiPath.Act365.IntegrationService.Activities package** lets you automate Act! 365 tasks easily. It connects to Act! 365 using the UiPath Connector. For more details about the connector, visit the  page.

### How It Works

To automate tasks between UiPath and Act! 365, the activities create an authenticated connection using the UiPath Connector.

### Getting Started

Before starting your first project, follow the steps in the [Authentication Guide](https://docs.uipath.com/integrations/docs/uipath-act-act365-authentication) in the connector documentation to set up a secure connection.

The following activities are included in this package:

- [List All Campaigns](https://docs.uipath.com/activities/other/latest/integration-service/uipath-act-act365-list-all-campaigns) - List all the campaigns in Act! 365.
- [Create Contact](https://docs.uipath.com/activities/other/latest/integration-service/uipath-act-act365-create-contact) - Creates a contact in Act! 365.
- [List All Contacts](https://docs.uipath.com/activities/other/latest/integration-service/uipath-act-act365-list-all-contacts) - Lists all the contacts in Act! 365.
- [List All Groups](https://docs.uipath.com/activities/other/latest/integration-service/uipath-act-act365-list-all-groups) - Lists all the groups in Act! 365.
- [Create Activity](https://docs.uipath.com/activities/other/latest/integration-service/uipath-act-act365-create-basic-interaction) - Creates an interaction in Act! 365.
- [List All Activities](https://docs.uipath.com/activities/other/latest/integration-service/uipath-act-act365-list-all-interactions) - Lists all the interactions in Act! 365.
- [Replace Activity](https://docs.uipath.com/activities/other/latest/integration-service/uipath-act-act365-replace-interaction) - Replaces an interaction record in Act! 365.
- [Delete Record](https://docs.uipath.com/activities/other/latest/integration-service/uipath-act-act365-delete-record) - Deletes a record. After deleting the record, the activity outputs the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.
- [Get Record](https://docs.uipath.com/activities/other/latest/integration-service/uipath-act-act365-get-record) - Retrieves a record. After retrieving the record, the activity outputs the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.
- [Insert Record](https://docs.uipath.com/activities/other/latest/integration-service/uipath-act-act365-insert-record) - Insert a new record. After inserting the record, the activity outputs the String identifier assigned to the new record and the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.
- [List All Records](https://docs.uipath.com/activities/other/latest/integration-service/uipath-act-act365-list-all-records) - Lists all the records in Act! 365.
- [List Records](https://docs.uipath.com/activities/other/latest/integration-service/uipath-act-act365-list-records) - Lists a page of records in Act! 365.
- [Update Record](https://docs.uipath.com/activities/other/latest/integration-service/uipath-act-act365-update-record) - Updates an existing record. After updating the record, the activity outputs the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.
- [Upsert Record](https://docs.uipath.com/activities/other/latest/integration-service/uipath-act-act365-upsert-record) - Replaces a record in Act! 365.
- [List All Opportunities](https://docs.uipath.com/activities/other/latest/integration-service/uipath-act-act365-list-all-opportunities) - Lists all the opportunities in Act! 365.
- [Update Opportunity](https://docs.uipath.com/activities/other/latest/integration-service/uipath-act-act365-update-opportunity) - Updates a basic opportunity record in Act! 365.

Automate Act! 365 tasks using the UiPath Connector.

Transform Your CRM Processes with Act! 365 Connector and Integrations

Act! 365 connector

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