Integrate toflow.ai and ACT! 365 with viaSocket

Toflow.ai already connects with hundreds of apps. ACT! 365's automation is still on its way. Want to speed that up?

Full list

Supported Triggers & Actions

Everything you can automate between toflow.ai and ACT! 365.

When this happensTriggers

A trigger is an event that starts a workflow.

When new tasks are created

When new tasks are created

Runs the workflow automatically whenever new tasks are created in the account.

When a new company is added

When a new company is added

Runs the workflow automatically whenever a new company is added to the account.

When a person is created

When a person is created

Runs the workflow automatically whenever a new person is created in the account.

When a new deal is created

When a new deal is created

Runs the workflow automatically whenever a new deal is added to the account.

Request a new Trigger for toflow.ai

Do thisActions

Action is the task that follows automatically within your toflow.ai integrations.

Update Company

Update Company

Update attributes on a company record.

Create Task

Create Task

Create a task with a title and due date; optionally add description or status, assign an owner or assignee, and link it to a person, company, deal, or other resource.

Create List

Create List

Create a new list to organize contacts for outreach campaigns.

Update List Details

Update List Details

Change a list's name, description, icon, or color.

Get Lists

Get Lists

Get workspace lists, optionally filtered by resource type.

Delete List

Delete List

Archive a list to remove it from active use while keeping it recoverable (soft delete).

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations toflow.ai
toflow.ai + ACT! 365
toflow.ai logo

About toflow.ai

AI-native multi-channel outreach platform for B2B sales teams to find leads, enrich contacts, and run personalized campaigns across email, LinkedIn, and WhatsApp with AI.

Learn more
Integrations ACT! 365
ACT! 365 + toflow.ai
ACT! 365 logo

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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Frequently Asked Questions

How do I connect toflow.ai and ACT! 365?

Sign up for a free viaSocket account, then authorize both your toflow.ai and ACT! 365 accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between toflow.ai and ACT! 365 as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from toflow.ai to ACT! 365?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ACT! 365. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where toflow.ai triggers actions in ACT! 365, and a separate workflow where ACT! 365 triggers actions in toflow.ai. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between toflow.ai and ACT! 365. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire toflow.ai and ACT! 365 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.