What do you want to automate
with Act! 365 and Salesforce?
Prompt, edit and deploy AI agents that connect to Act! 365, Salesforce and 2,800+ other apps in seconds.
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Popular Act! 365 and Salesforce Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Emit new event when a case is created. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Popular Act! 365 and Salesforce Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation
Overview of Act! 365#
The Act! 365 API is a potent tool for managing customer relationships by interacting programmatically with the Act! 365 CRM platform. With Pipedream, you can harness this API to automate interactions with customer data, streamline sales processes, and enhance customer engagement through personalized communications. The API allows you to create, retrieve, update, and delete records such as contacts, companies, opportunities, and activities, paving the way for a vast array of automated workflows that connect Act! 365 with other apps and services to fuel business growth, save time, and reduce manual toil.
Connect Act! 365#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
act_365: {
type: "app",
app: "act_365",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.act365.com/act/api/contacts`,
auth: {
username: `${this.act_365.$auth.api_key}`,
password: `${this.act_365.$auth.developer_key}`,
},
})
},
})
Overview of Salesforce#
The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.
Connect Salesforce#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies