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  • Act! 365 logoAct! 365 logo

AccountingSuite + Act! 365 Integrations

How to connect AccountingSuite + Act! 365

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  • AccountingSuite triggers, actions, and search
    Create Cash Receipt
    Creates a new cash receipt.
    Action
    Write
  • AccountingSuite triggers, actions, and search
    Create Account
    Creates a new Account in your Chart of Accounts.
    Action
    Write
  • AccountingSuite triggers, actions, and search
    Create Address/Contact
    Creates a new Address/Contact in AccountingSuite.
    Action
    Write
  • AccountingSuite triggers, actions, and search
    Create Bills
    Creates a new bill.
    Action
    Write
  • AccountingSuite triggers, actions, and search
    Create Company
    Creates a new company.
    Action
    Write
  • AccountingSuite triggers, actions, and search
    Create Location
    Creates a Warehouse Location in AccountingSuite.
    Action
    Write
  • AccountingSuite triggers, actions, and search
    Create Product
    Creates a new product.
    Action
    Write
  • AccountingSuite triggers, actions, and search
    Create Project / Jobs
    Create a new project.
    Action
    Write
  • AccountingSuite

    Creates a new service item.

    Scheduled

    Action

  • AccountingSuite

    Creates a purchase order.

    Scheduled

    Action

  • AccountingSuite

    Creates a new Sales Invoice.

    Scheduled

    Action

  • AccountingSuite

    Creates a new Sales Order.

    Scheduled

    Action

  • AccountingSuite

    Creates a new Sales Person in AccountingSuite.

    Scheduled

    Action

  • AccountingSuite

    Create time tracking for a service or task.

    Scheduled

    Action

  • Act! 365

    New contact is created.

    Instant

    Trigger

  • Act! 365

    Creates a new contact.

    Scheduled

    Action

How AccountingSuite + Act! 365 Integrations Work

  1. Step 1: Authenticate AccountingSuite and Act! 365.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
accountingsuite logo
accountingsuite logo

About AccountingSuite

AccountingSuite is a powerful, all-in-one business application for accounting, cloud banking, order management, inventory management, project and time tracking into one cloud-driven platform.

Related categories

act-threesixfive logo
act-threesixfive 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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