About the Act! 365 connector

Act! 365 is 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.

Authentication

Before automating processes, you need to establish a connection with your Act! 365 instance. Step-by-step instructions are available in the Act! 365 authentication page.

Events

The Act! 365 connector supports events via polling. More information about the events supported for the Act! 365 connector is available in the Act! 365 events page.

Activity package

You can use the connection to enable the Act! 365 activities in UiPath® Studio and build automations that interact with your Act! 365 data. This allows you to execute create, read, update, and delete operations on your Act! 365 objects.

Provider documentation

The UiPath connector for Act! 365 is compatible with REST API v1. Learn more at the Act! 365 API Documentation.