Integrate Act! 365 with Upflow
Send information between Act! 365 and Upflow automatically, without writing any code, using Zoho Flow.
Build your own integrations between Act! 365 and Upflow
Connect Act! 365 and Upflow with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Act! 365 and Upflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity created
Triggers when a new opportunity is created
Contact created
Triggers when a new contact is created
To-do created
Triggers when a new to-do is created
Customer added
Triggers when a new customer is added
Payment created
Triggers when a new payment is created
Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
Create opportunity
Creates a new opportunity
Create to-do
Creates a new to-do
Create contact
Creates a new contact
Fetch contact by email
Fetches the details of an existing contact by email address
Create invoice
Creates a new invoice
Create customer contact
Creates a new customer contact
Create payment
Creates a payment entry
Create customer
Creates a new customer
Update customer
Updates the details of an existing customer
What is Act! 365?
Act! 365 is a sales pipeline and marketing app designed to help businesses find new leads faster and close more deals.
Similar apps
What is Upflow?
Upflow is an application that helps companies manage invoices and payments. It lets you gain payment insights, follow up on customers' unpaid invoices, automate matching of incoming payments and invoices and more.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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