OffAlerts + Act! Integrations
How to connect OffAlerts + Act!
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Monitor id
Choosing a monitor will trigger on all new events on that monitor.
Try It
New Contact
Triggers when a new contact is created.
Try ItActivity TypeRequired
Regarding
Schedule WithRequired
The contact this activity will be scheduled with.
Start TimeRequired
End TimeRequired
Details
Location
Priority
Is Private
Name
Name of the opportunity.
ContactRequired
The contact this opportunity will be associated with.
Estimated Close DateRequired
When this opportunity is likely to close.
Status
Status of the opportunity.
Probability
Likelihood of the opportunity materializing.
Actual Close Date
When this opportunity closed.
Competitor
Referred By
Source of the opportunity.
Reason
Auth Test
Tests authentication by getting 1 contact.
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try ItContactRequired
The contact this note will be associated with.
Note TextRequired
Note details.
Private
Whether the note is public (default) or private to you.
Company
ID/Status
ID Status is commonly used to differentiate types of contacts. For example, Lead vs Vendor.
Referred By
Source of the contact.
First Name
Last Name
Email
Title
Business Phone
Mobile Phone
Business Address Line 1
Business Address Line 2
Business Address City
Business Address State
Business Address Zip Code
Business Country
Website
Last Results
How OffAlerts + Act! Integrations Work
- Step 1: Authenticate OffAlerts and Act!.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.
About OffAlerts
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