Act! 365 icon

CONNECT APP

Build with Act! 365

Act! 365 puts essential sales and marketing tools in your hands to close more deals, find new leads, and grow your business. The perfect Microsoft® Office 365 companion, stay productive from your inbox, the app—or wherever work takes you.

CRM

  • API key

MCP

Give your agent Act! 365 tools

Every Act! 365 action is exposed as an MCP tool on Pipedream's remote server. Point a client at it with your end user's ID and Connect resolves that user's Act! 365 account for each tool call — you store no tokens.

// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": "{project_id}",
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "act_365",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()
// Every tool arrives with its own input schema — run one with mcp.callTool().

API PROXY

Call the Act! 365 API directly

For an endpoint with no pre-built tool, the Connect proxy forwards your request to the Act! 365 API with the connected user's credentials attached. You store no tokens and write no refresh logic.

const resp = await pd.proxy.get({
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  accountId: "apn_xxxxxxx",
  url: "https://app.act365.com/act/api/contacts",
})

// Any allowed Act! 365 endpoint works here. Pipedream attaches the
// connected account's credentials to the outgoing request.

SDK

Run Act! 365 actions from your backend

Connect a user's Act! 365 account once, then discover and run its tools on their behalf from your own code — TypeScript, Python, or plain HTTP.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const tools = await pd.components.list({
  app: "act_365",
  componentType: "action",
})

TOOLS

Act! 365 actions

On-demand operations your product or agent can configure and run on behalf of a connected user.

No Act! 365 actions are available yet.

EVENTS

Act! 365 triggers

Event sources your backend can deploy for users and receive through a webhook.

No Act! 365 triggers are available yet.

REFERENCE

App details

Reference metadata for the Act! 365 connector in the Pipedream registry.

App slug
act_365
Authentication
API key
Categories
CRM
Actions
0
Triggers
0
API proxy
Available