Connect Workiom and ACT! 365 to Build Intelligent Automations

Choose a Trigger

Workiom

When this happens...

Choose an Action

ACT! 365

Automatically do this!

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

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

Actions

Create Record

Create Record

Create new record in a list.

Request a new Action for Workiom

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

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

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

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

Workiom

About Workiom

Workiom is a versatile platform designed to streamline and enhance productivity by offering tools for task management, project collaboration, and workflow automation. It provides users with the ability to customize their workspace, integrate with various applications, and manage projects efficiently.

Learn More
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.

Learn More