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Act! 365
Look up the Act! 365 connector: its actions and events in alphabetical order, and the sign-in methods of an Act! 365 connection.
The Act! 365 connector lets a workflow manage contacts, groups, opportunities, and activities. In the Add node panel, it's in the Connector category, under Act! 365. How connector nodes work describes how a connector node is set up.
This page lists what the connector can do in Maestro Automate. Select an action or event to see how to configure it.
Actions
Each action is a node that does one thing in Act! 365.
| Action | What it does |
|---|---|
| Add Activity | Add a new activity in Act! 365. |
| Create Contact | Create a new contact in Act! 365. |
| Create Opportunity | Create a new opportunity in Act! 365. |
| Delete Record | Deletes a record in Act! 365. |
| Get Record | Retrieves a record in Act! 365. |
| Insert Record | Insert a new record in Act! 365. |
| List All Activities | Retrieve all activities associated with your account in Act! 365. |
| List All Contacts | Retrieve all contacts associated with your account in Act! 365. |
| List All Groups | Retrieve all groups associated with your account in Act! 365. |
| List All Opportunities | Retrieve all opportunities associated with your account in Act! 365. |
| List All Records | List all records in Act! 365. |
| Replace Activity | Replace an activity record in Act! 365. |
| Replace Contact | Update basic details of an existing contact in Act! 365. |
| Replace Opportunity | Update details of an existing opportunity record in Act! 365. |
| Replace Record | Replace a record in Act! 365. |
| Update Record | Updates a record in Act! 365. |
Events
Each event can start a workflow, as a Connector trigger, or pause a run until it happens, as a Connector event. In the connector's list, events have the WAIT tag.
| Event | What it does |
|---|---|
| Contact Created | Trigger when a new contact is created in Act! 365. |
| Group Created | Trigger when a new group is created in Act! 365. |
| Opportunity Closed | Trigger when an opportunity is closed in Act! 365. |
| Opportunity Created | Trigger automation when a new opportunity is created in Act! 365. |
| Record Created | Triggers when you add a new record. |
| Record Updated | Triggers when an existing record was updated. |
| Todo Item Created | Trigger when a new todo item is created in Act! 365. |
Connection
An Act! 365 node signs in through a connection. Create a connection describes how to create one from the node. On the Connect to page, you sign in with this method:
| Sign-in method | What you need |
|---|---|
| API Key | API Key; Developer Key. |
Act! 365 authentication in the Integration Service guide describes the full connection setup, including prerequisites and advanced settings.
Next steps
- Connector: every connector, grouped by area.
- Create a connection: sign a workflow in to an app.
- Community: ask questions and share workflows with other builders on the UiPath Forum.