Integrate Act! Cloud with LeanKit
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Supported triggers and actions
Integrate Act! Cloud and LeanKit using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Opportunity created
Triggers when a new opportunity is created
Card moved
Triggers when a card is moved within the selected board
New card
Triggers when a new card is created in the selected board
All Actions - Actions are the automated tasks
Create product
Creates a new product
Create group
Creates a new group
Create company
Creates a new company
Create activity
Creates a new activity (Call, Meeting, To-do, Appointment, Personal Activity, Vacation)
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Associate contact to group
Associates a contact to a specific group
Fetch user
Fetches the details of an existing user
Fetch contact
Fetches the details of an existing contact
Fetch group
Fetches the details of an existing group
Fetch opportunity stage
Fetches the details of an existing opportunity stage
Fetch company
Fetches the details of an existing company
Fetch product
Fetches the details of an existing product
Add comment by external ID
Adds a comment to a card using external ID
Create card
Creates a new card in the selected board
Move card within a board by external ID
Moves a card within a board using external ID
Add comment
Adds a comment to the selected card
Move card to another board
Moves a card from one board to another
Move card to another board by external ID
Moves a card from one board to another using external ID
Update card
Updates an existing card
Move card within board
Moves a card from one lane to another in the selected board
Fetch card
Fetches an existing card by title
What is Act! Cloud?
Act! Cloud is a cloud-based Customer Relationship Management (CRM) system, offering small and mid-sized businesses a platform to manage customer relationships, sales, and marketing efforts, with features like data accessibility, security, and ease of use.
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What is LeanKit?
LeanKit is project management software that lets you plan and manage your tasks efficiently. Organize tasks on customizable boards, visualize processes with verticals lanes, and share status updates with your team.
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