Connect Memory and ACT! 365 to Build Intelligent Automations

Choose a Trigger

Memory

When this happens...

Choose an Action

ACT! 365

Automatically do this!

Enable Integrations or automations with these events of Memory and ACT! 365

Enable Integrations or automations with these events of Memory and ACT! 365

Actions

Find record

Find record

Find items by ID or matching fields.

Update a record

Update a record

Modify specific records using the Update by ID action. This allows you to directly update a particular entry in your MongoDB storage by its unique identifier, ensuring precise changes to your stored data.

Delete record by Id

Delete record by Id

Maintain an organized and efficient workflow by removing unnecessary data with the Delete action. This allows you to securely delete obsolete records, optimizing your storage for active and relevant information.

Create or update record

Create or update record

Create a new entry or update an existing entry in your Memory vault.

Get all records

Get all records

Get documents from Memory.

Workspace Memory

Workspace Memory

Set or get a key-value pair in Memory.

Request a new Action for Memory

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Frequently Asked Questions

How do I start an integration between Memory and ACT! 365?

To start, connect both your Memory and ACT! 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in Memory triggers actions in ACT! 365 (or vice versa).

Can we customize how data from Memory is recorded in ACT! 365?

Absolutely. You can customize how Memory 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.

How often does the data sync between Memory and ACT! 365?

The data sync between Memory and ACT! 365 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 Memory to ACT! 365?

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 Memory and ACT! 365?

Yes, you can set conditional logic to control the flow of data between Memory 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.

Memory

About Memory

A seamless, secure vault for your crucial data. The "Memory" integration offers MongoDB-based storage, enabling Create, Read, Update, and Delete operations. Effortlessly manage and safeguard your data within your automation flows, ensuring easy access and precise control throughout the process.

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ACT! 365

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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