Act 365 connector for Okou
Connect Act 365 to search and read contacts, companies, opportunities, activities, and CRM metadata.
Sales & operations · JWT API Token
Use Act 365 in Okou
Act 365 Web API for read-only CRM lookups.
Once connected, supported Act 365 actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Act 365
- Read companies and their associations with contacts and opportunities.
- Read the current user's calendar schedule and calendar preferences.
- Read Act! system, field, and CRM metadata.
- Read contacts, contact associations, access metadata, and web information.
- Read CRM history records and their associations.
- Read users, accessors, and user permission metadata.
- Read custom entity records and their identifiers.
- Read notes and note associations.
How the Act 365 connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Act 365
Choose JWT API Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Act 365 securely
Use the connection method that fits your account and grant only the access the workflow needs.
- JWT API Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
Act 365 connector questions
- What can Okou do with Act 365?
- Connect Act 365 to search and read contacts, companies, opportunities, activities, and CRM metadata. Documented actions include: Read companies and their associations with contacts and opportunities. Read the current user's calendar schedule and calendar preferences.
- How do I connect Act 365 to Okou?
- Connect Act 365 using JWT API Token. The connection controls which supported actions a workflow can use.
- Can Act 365 run in an automated workflow?
- Yes. After it is connected, supported Act 365 actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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