Connect Act! and AroFlo

Both apps 56Act! 30AroFlo 26

• Trigger
  Contact Updated

  Triggers when an Act! contact is created or updated.

• Trigger
  New Company

  Triggers when a new company is created in Act!.

• Trigger
  New Contact

  Triggers when a new contact is created in Act!.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Act!.

• Action
  Add Activity

  Schedules an activity (call, meeting or to-do) in Act!, optionally linked to a contact.

• Action
  Add Company

  Creates a new company in Act!.

• Action
  Add Contact

  Creates a new contact in your Act! database.

• Action
  Add Group

  Creates a new group in Act!.

• Action
  Add History

  Records a history item (a logged interaction) in Act!, optionally on a contact.

• Action
  Add Note

  Adds a note in Act!, optionally attached to a contact.

• Action
  Add Opportunity

  Creates a new sales opportunity in Act!.

• Action
  Delete company

  Deletes an existing company from your Act! database.

• Action
  Delete Contact

  Deletes an Act! contact by its ID.

• Action
  Delete group

  Deletes an existing group in Act!.

• Action
  Delete note

  Deletes an existing note in Act!.

• Action
  Delete opportunity

  Deletes an opportunity from your Act! database.

• Action
  Find Company

  Finds companies in Act! by exact name.

• Action
  Find Contact

  Finds contacts in Act! by email address.

• Action
  Find Group

  Finds groups in Act! by exact name.

• Action
  Get company

  Returns a single Act! company by its ID, including its addresses, contact details and custom fields.

• Action
  Get Contact

  Returns one Act! contact by its ID.

• Action
  Get group

  Returns a single Act! group by its ID, including its name, description, address, contact count and custom fields.

• Action
  Get opportunity

  Returns a single Act! opportunity by its ID, including its stage, status, totals, associated contacts, companies and groups, and custom fields.

• Action
  List companies

  Returns the companies in your Act! database, optionally filtered and sorted.

• Action
  List contacts

  Returns contacts from your Act! database, optionally filtered and sorted.

• Action
  Update company

  Updates an existing company in Act!, changing only the fields you fill in.

• Action
  Update Contact

  Updates the fields you supply on an existing Act! contact.

• Action
  Update group

  Updates an existing Act! group's name, description, parent group, privacy, record manager, address or custom fields. Fields left blank are not changed.

• Action
  Update note

  Updates an existing Act! note's text, type, display date, privacy, or linked contacts, companies, groups and opportunities. Fields left blank keep their current values.

• Action
  Update Opportunity

  Updates the fields you supply on an existing Act! opportunity.

• Trigger
  List New or Updated Clients

  Triggers when a client is created or updated in AroFlo; returns the client's ID and change time.

• Trigger
  List New or Updated Invoices

  Triggers when an invoice is created or updated in AroFlo; returns the invoice's ID and change time.

• Trigger
  List New or Updated Tasks

  Triggers when a task is created or updated in AroFlo; returns the task's ID and change time.

• Trigger
  List Timesheets

  Triggers when a new timesheet entry is recorded in AroFlo.

• Action
  Add location

  Creates a new site location for an AroFlo client, with its name and address.

• Action
  Add supplier

  Creates a new supplier in AroFlo with its contact details, street address and mailing address.

• Action
  Add task labour

  Adds a labour line (time worked by a user) to an existing AroFlo task.

• Action
  Add task material

  Adds a material line (an ad-hoc item or an inventory item) to an AroFlo task's worksheet.

• Action
  Add Task Note

  Adds a note to an AroFlo task.

• Action
  Create Client

  Creates a new client in AroFlo.

• Action
  Create User

  Creates a new user in AroFlo.

• Action
  Custom Payload

  Sends a custom XML insert or update to any AroFlo zone and returns AroFlo's post results.

• Action
  Find Asset

  Finds AroFlo assets matching a field value and returns their records.

• Action
  Find Business Unit

  Finds an AroFlo business unit by name and returns its record, including its org ID.

• Action
  Find Client

  Finds AroFlo clients by company/reference name and returns the matching client records.

• Action
  Find contact

  Finds client and contractor contacts in AroFlo by email, name or ID.

• Action
  Find Invoice

  Finds AroFlo invoices matching a field value and returns their records.

• Action
  Find project

  Finds AroFlo projects by project name and returns the matching project records.

• Action
  Find quote

  Finds AroFlo quotes where a chosen quote field (ID, name, job number, status, dates) equals a value, returning the matching quotes.

• Action
  Find Schedule

  Finds AroFlo schedules matching a field value and returns their records.

• Action
  Find Task

  Finds AroFlo tasks matching a field value and returns their records.

• Action
  Find Timesheet Group

  Returns the timesheet entries for one task, user, work date or type, with their combined total hours.

• Action
  Find User

  Finds AroFlo users matching a field value and returns their records.

• Action
  Update Client

  Updates an existing AroFlo client; only the fields you supply are changed.

• Action
  Update Task Fields

  Updates the name, description, due date or order number of an AroFlo task; only supplied fields change.

• Action
  Update Task Status

  Sets the status and optional substatus of an AroFlo task.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.