Connect ITM Platform and ACT! 365 to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ITM Platform
Choose an Action
Automatically do this!
- Request a new Action for ACT! 365
Enable Integrations or automations with these events of ITM Platform and ACT! 365
Enable Integrations or automations with these events of ITM Platform and ACT! 365
Actions
Create Task
Create a task in a project with name, details, type, priority, status, start date and end date
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Frequently Asked Questions
To start, connect both your ITM Platform and ACT! 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in ITM Platform triggers actions in ACT! 365 (or vice versa).
Absolutely. You can customize how ITM Platform 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 ITM Platform 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 ITM Platform 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.
About ITM Platform
ITM Platform is a project, program, and portfolio management solution with no onboarding hassle.
Learn MoreAbout 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.
Learn More
