Enable Integrations or automations with these events of Fingertip and ACT! 365
Triggers when a booking is cancelled.
Triggers when a new booking is created.
Triggers when a booking is rescheduled.
Triggers when a new site contact is created.
Triggers when an order is created.
Triggers when a new form response is created.
Create a site contact in Fingertip.
Create a new site with ready-to-use pages, themes, and blocks.
Creates a new page within a site with the provided content.
Create a new invitation for a user to join your site.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Fingertip and ACT! 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in Fingertip triggers actions in ACT! 365 (or vice versa).
Absolutely. You can customize how Fingertip data is recorded in ACT! 365. This includes choosing which data fields go into which fields of ACT! 365, setting up custom formats, and filtering out unwanted information.
The data sync between Fingertip and ACT! 365 typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Fingertip and ACT! 365. 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.
Fingertip is a comprehensive platform designed to enhance team collaboration and productivity. It offers tools and features that facilitate seamless communication, task management, and project tracking, making it an ideal solution for businesses looking to streamline their operations and improve team efficiency.
Learn MoreAct! 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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