Popular Use Cases
Start a workflow in your other tools whenever something new happens in ACT! 365.
Update records in ACT! 365 automatically when data changes in the apps your team already uses.
Log ACT! 365 activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate ACT! 365
Ready-made flows built with ACT! 365 — preview one, then make it yours.
Integrate ACT! 365 with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Real-world use cases of ACT! 365 integrations
See how ACT! 365 integrates with popular apps to automate tasks and streamline your workflow.
Start a workflow in your other tools whenever something new happens in ACT! 365.
Update records in ACT! 365 automatically when data changes in the apps your team already uses.
Log ACT! 365 activity into a spreadsheet or database so reporting stays current without manual entry.
Alert the right teammate or channel when an important ACT! 365 event needs a response.
Add AI steps that summarize, classify, or draft text from your ACT! 365 data mid-workflow.
Run ACT! 365 workflows on a daily or weekly schedule to keep records and reports in sync.
How to get started with ACT! 365 automations
Automate when something happens in ACT! 365
Login -> Create new flow -> Select trigger -> Search ACT! 365 -> Choose the trigger from the list
Take action in ACT! 365 when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search ACT! 365 -> Choose the action from the list
Trigger
Action
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About ACT! 365
Act! 365 puts essential sales and marketing tools in your hands to close more deals, find new leads, and grow your business. The perfect Microsoft® Office 365 companion, stay productive from your inbox, the app—or wherever work takes you.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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