Integrate Act! 365 with ClickSend
Send information between Act! 365 and ClickSend automatically, without writing any code, using Zoho Flow.
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Add a new contact in ClickSend whenever a new contact is added in Act! 365
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in ClickSend whenever a new contact is created in Act! 365.
How it works
- The flow triggers when a new contact is created in Act! 365.
- Zoho Flow creates a new contact in ClickSend.
Add a new contact in ClickSend whenever a new contact is added in Act! 365
Act! 365 + ClickSend
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Supported triggers and actions
Integrate Act! 365 and ClickSend using the below triggers and actions
All Triggers - A trigger kickstarts the flow
To-do created
Triggers when a new to-do is created
Contact created
Triggers when a new contact is created
Opportunity created
Triggers when a new opportunity is created
Contact added
Triggers when a new contact is added to the specified list
SMS received
Triggers when a new SMS is received
All Actions - Actions are the automated tasks
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create to-do
Creates a new to-do
Fetch contact by email
Fetches the details of an existing contact by email address
Send voice message
Sends a text-to-speech message to a mobile phone or landline number
Create contact list
Creates a new contact list
Send email campaign
Sends a new email campaign
Create contact
Creates a new contact
Send letter through post
Sends an A4 PDF document through the post. The PDF is printed, folded, inserted into an envelope, and posted to the specified address globally.
Send MMS
Sends a new MMS
Send SMS
Sends a new SMS
Send SMS to contact list
Sends a new SMS to the selected list of contacts
Send fax
Sends a new fax
Send postcard
Sends a postcard through the post. The PDF is printed and delivered to the specified address globally.
Transfer contact to list
Moves an existing contact from one list to another
Update contact list
Updates the details of an existing contact list
Fetch contact list
Fetches a contact list by name
Update contact
Updates the details of an existing contact by ID
Copy contact to list
Copies an existing contact from one list to another
Fetch contact
Fetches the details of an existing contact
Fetch email campaign
Fetches the details of an existing email campaign
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 ClickSend?
ClickSend is a cloud-based service that lets you send and receive SMS, email, voice, fax, and letters worldwide.
Similar apps
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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Toto
Technical Engineer, Master Liveaboards
