What Act! Premium Triggers and Actions are Supported?#

Supported Triggers#

  • New Contact - Triggers when a new contact is created.
  • New Opportunity - Triggers when a new opportunity is created.

Supported Actions#

  • Add Opportunity - Creates a new opportunity.
  • Add Group - Creates a new group.
  • Add Activity - Adds an activity to a contact.
  • Update Contact - Updates a new contact.
  • Add History - Adds a history to a contact.
  • Add Contact - Creates a new contact.
  • Add Note - Adds a note to a contact.

How to Get Started with Act! Premium on Zapier#

To get started with Act! Premium on Zapier, first you will need to click to connect your Act! Premium account to use with your Zap.

Click to connect Act! Premium

Next, you'll be asked to enter your username, password, database name and URL.

Act! Premium username and password

Click “Continue” and if your login details were correct your Act! Premium account will now be successfully connected.

Act! Premium connection successfull

Popular Things To Do With Act! Premium#

Common Problems with Act! Premium on Zapier#

Getting a 401 error when connecting#

Make sure your database is not locked! To do this, follow these instructions in Act!

  1. Login to the database as an Administrator user
  2. Click the Tools menu, then click Database Maintenance
  3. Click Lock/Unlock Database…
  4. Click Unlock