Act! + Appointlet Integrations

How to connect Act! + Appointlet

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Auth Test
Tests authentication by getting 1 contact.
Trigger
Scheduled
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Add Activity
Adds an activity to a contact.
Action
Write
Add Note
Adds a note to a contact.
Action
Write
Add Opportunity
Creates a new opportunity.
Action
Write
Add Contact
Creates a new contact.
Action
Write
Add History
Adds a history to a contact.
Action
Write
Act!
Creates a new group.
Scheduled
Action
Act!
Updates a new contact.
Scheduled
Action
Act!
Finds or creates a contact.
Scheduled
Action
Act!
Looks up groups in Act!
Scheduled
Action
Act!
Find or Update or Create Contact
Scheduled
Action
Act!
Find or Create Contact
Scheduled
Action
Act!
Find or Create Contact
Scheduled
Action
Act!
Looks up groups in Act!
Scheduled
Action
Appointlet
Triggers when an attendee cancels.
Instant
Trigger
Appointlet
Triggers when an attendee scheduling request is approved.
Instant
Trigger
Appointlet
Triggers when an attendee scheduling request is declined.
Instant
Trigger
Appointlet
Triggers after a reminder is sent to an attendee.
Instant
Trigger
Appointlet
Triggers when an attendee schedules a meeting or joins an existing one.
Instant
Trigger
Appointlet
Finds an attendee.
Scheduled
Action
Appointlet
Finds a meeting.
Scheduled
Action

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

Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.

Appointlet makes it easy to schedule & prepare for meetings with your customers.

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