Integrate Act! 365 with Zoho Cliq

Send information between Act! 365 and Zoho Cliq automatically, without writing any code, using Zoho Flow.

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Post a message in Zoho Cliq when a new opportunity is created in Act 365


Get notifications in your work chat when a new task is added to your marketing app. This flow posts a message in Zoho Cliq when a new opportunity is created in Act! 365.

How it works
1. A new opportunity is created in Act! 365.
2. Zoho Flow posts a message in Zoho Cliq about the opportunity.
Use this flow
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Post a message in Zoho Cliq when a new opportunity is created in Act 365

Act! 365 + Zoho Cliq

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Supported triggers and actions

Integrate Act! 365 and Zoho Cliq using the below triggers and actions

All Triggers - A trigger kickstarts the flow

To-do created

Triggers when a new to-do is created

Contact created

Triggers when a new contact is created

Opportunity created

Triggers when a new opportunity is created

New channel added

Triggers when a new channel is created in your organization

All Actions - Actions are the automated tasks

Create opportunity

Creates a new opportunity

Create contact

Creates a new contact

Create to-do

Creates a new to-do

Fetch contact by email

Fetches the details of an existing contact by email address

Message in channel

Posts a message in a channel

Message user

Sends a message to the specified user

Add bot in a channel

Adds a bot to the selected channel

Message as bot on channel

Message as a bot on the specified channel

Add channel member

Adds a new channel member

Message as bot to user

Posts a message as a bot to the specified user

Add user status

Adds the specified status to an existing user

Create thread

Creates a new thread using message ID

Create channel

Creates a new channel

Message to bot

Sends a message to the selected bot

Delete channel

Deletes the selected channel

Post card to channel

Posts a card to the specified channel

Archive channel

Archives the selected channel

Update channel member role

Updates the role of a channel member

Post card to chat

Posts a card to the specified chat

Message as bot

Posts message as the specified bot in the selected chat or channel

Update channel

Updates the details of an existing channel

Unarchive channel

Unarchives the selected channel

Fetch team

Fetches the details of an existing team by name

Fetch user by name or email

Fetches an existing user by name or email address

Fetch channel

Fetches the details of an existing channel by name

Remove channel member

Removes the specified member from the selected channel

What is Act! 365?

Act! 365 is a sales pipeline and marketing app designed to help businesses find new leads faster and close more deals.

Contact Management

What is Zoho Cliq?

Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Head of Operations, AAA Band Rentals

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Technical Engineer, Master Liveaboards

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