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Act! 365 Activity Package
by UiPath
0
Activity
<100
Summary
Summary
Automate Act! 365 tasks using the UiPath Connector.
Overview
Overview
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 in the connector documentation to set up a secure connection.
The following activities are included in this package:
- List All Campaigns - List all the campaigns in Act! 365.
- Create Contact - Creates a contact in Act! 365.
- List All Contacts - Lists all the contacts in Act! 365.
- List All Groups - Lists all the groups in Act! 365.
- Create Activity - Creates an interaction in Act! 365.
- List All Activities - Lists all the interactions in Act! 365.
- Replace Activity - Replaces an interaction record in Act! 365.
- 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 - 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 - 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 - Lists all the records in Act! 365.
- List Records - Lists a page of records in Act! 365.
- 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 - Replaces a record in Act! 365.
- List All Opportunities - Lists all the opportunities in Act! 365.
- Update Opportunity - Updates a basic opportunity record in Act! 365.
Features
Features
- Replace Activity
- Todo Item Created
- Opportunity Created
- Group Created
- List All Groups
- Opportunity Closed
- Contact Created
- List All Records
- List All Opportunities
- List All Activities
- Replace Contact
- Get Record
- List All Contacts
- Record Updated
- Update Record
- Create Opportunity
- Delete Record
- Create Contact
- Insert Record
- Replace Opportunity
- Replace Record
- Add Activity
- Record Created
Additional Information
Additional Information
Dependencies
None
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