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Act! 365
by UiPath
0
Integration Service Connector
0
Summary
Summary
Overview
Overview
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 Act! 365 authentication page.
You can leverage UiPath's Act! 365 connector to enable the Act! 365 activities 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.
The Act! 365 connector 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 Act! 365 events page.
The UiPath connector for Act! 365 is built on REST API 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 Act! 365 API Documentation.
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.
Features
Features
Act! 365 is a cloud-based customer relationship management (CRM) and marketing solution designed primarily for small & midsized businesses. It provides the following essential features:
- customer management
- email marketing
- sales acceleration tools
- managing prospects, lead data, contact details, potential opportunities
- tracking interactions and taking down notes
Act! 365 eliminates the need for multiple systems, as all the above can be obtained by using a single, centralized platform.
Technical
Updated
Sep 6, 2023Tags
sales
mail
crm
contact
marketing
lead
customer
act 365
track
prospect
Application
Act! 365
Support
Link: https://www.uipath.com/company/contact-us/contact-technical-supportUiPath Standard Support, see your Service Agreement.
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