Integrate Act! 365 with Docupilot
Send information between Act! 365 and Docupilot automatically, without writing any code, using Zoho Flow.
Build your own integrations between Act! 365 and Docupilot
Connect Act! 365 and Docupilot with over 700+ 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 Docupilot using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Opportunity created
Triggers when a new opportunity is created
To-do created
Triggers when a new to-do is created
All Actions - Actions are the automated tasks
Create to-do
Creates a new to-do
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Fetch contact by email
Fetches the details of an existing contact by email address
Create document
Creates a new document from a specified template
Create folder
Creates a new folder
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.
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What is Docupilot?
Docupilot is a document automation application that lets you create documents using intelligent templates and data, automate document workflows and more.
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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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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