Integrate the Act! 365 API with the Salesforce API

Setup the Act! 365 API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Act! 365 and Salesforce remarkably fast. Free for developers.

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Popular Act! 365 and Salesforce Triggers#

New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Deleted Record (of Selectable Type) from the Salesforce API

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.

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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

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New Record (of Selectable Type) from the Salesforce API

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See the docs for more information.

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Popular Act! 365 and Salesforce Actions#

Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Create Account with the Salesforce API

Creates a Salesforce account. See the documentation

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Create Attachment with the Salesforce API

Creates an Attachment on a parent object. See the documentation

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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}`,
      },
    })
  },
})

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