QuickBooks Online integration with Act!
How to Add Act! contacts from new QuickBooks Online customers
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add Act! contacts from new QuickBooks Online customers" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Act! integrations
Act! actions
Nekton can use any feature that is available in Act! API.
Using our advanced AI, you can easily create custom automations for Act!.
Here are some typical actions you can do in your automated workflows.
Add Note
Adds a note to a contact.
Add Contact
Creates a new contact.
Add Group
Creates a new group.
Find or Create Contact
Finds or creates a contact.
Find or Update or Create Contact
Find or Update or Create Contact
Find or Create Contact
Find or Create Contact
About Act!
Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.