Connect pdf4me and ACT! 365 to Build Intelligent Automations

Choose a Trigger

pdf4me

When this happens...

Choose an Action

ACT! 365

Automatically do this!

Enable Integrations or automations with these events of pdf4me and ACT! 365

Enable Integrations or automations with these events of pdf4me and ACT! 365

Actions

Rotate All PDF Pages

Rotate All PDF Pages

Rotate all the pages of a PDF document.

Compress PDF

Compress PDF

Reduce the file size of a PDF document.

Classify Document

Classify Document

Analyze a PDF from a URL to determine its document class using PDF4me and return classification results, the stored file URL, file name, and base64 content.

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Frequently Asked Questions

How do I start an integration between pdf4me and ACT! 365?

To start, connect both your pdf4me and ACT! 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in pdf4me triggers actions in ACT! 365 (or vice versa).

Can we customize how data from pdf4me is recorded in ACT! 365?

Absolutely. You can customize how pdf4me 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 pdf4me and ACT! 365?

The data sync between pdf4me 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 pdf4me 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 pdf4me and ACT! 365?

Yes, you can set conditional logic to control the flow of data between pdf4me 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.

pdf4me

About pdf4me

PDF4me is a tool for pdf conversion, splitting, merging, make them PDF/A compliant, protect documents etc.

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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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