Connect act-on and record to Build Intelligent Automations

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act-on

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record

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Frequently Asked Questions

How do I start an integration between act-on and record?

To start, connect both your act-on and record accounts to viaSocket. Once connected, you can set up a workflow where an event in act-on triggers actions in record (or vice versa).

Can we customize how data from act-on is recorded in record?

Absolutely. You can customize how act-on data is recorded in record. This includes choosing which data fields go into which fields of record, setting up custom formats, and filtering out unwanted information.

How often does the data sync between act-on and record?

The data sync between act-on and record typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from act-on to record?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between act-on and record?

Yes, you can set conditional logic to control the flow of data between act-on and record. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

act-on

About act-on

Act-On's growth marketing platform enables marketers to grow their business, deliver exceptional brand experiences, and drive customer engagement with their offerings across the customer life cycle-for every customer, every time.

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record

About record

Record streamlines B2B SaaS support by automating issue resolution, investigation, and collaboration through a singular source of truth.

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