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Automator4Act!

automator4act
automator4actautomator

Licensing Type: Perpetual
Compatibility: Act! 2010+

* Download link for this product is at the bottom of this page

Automator4Act! performs calculations, mail merges, creates notes or histories, and a whole lot more!

Think of it as Macros for your Act! database. Automator4Act! is designed to make repetitive tasks simple, quick, and error-free.

  • Specify Buttons for particular task
  • Perform multiple tasks with a single button
  • Make tasks conditional with if/then statements
  • Reference fields in the database within your actions
  • Create lookups using data from current contact
  • Mail Merge HTML documents
  • Perform complex mathematical equations

Example:
A common button created is the “New Contact” button. After putting the vital info that cannot be automated such as Contact name, phone number, email address, etc. A push of this button will create a history regarding the creation of the contact, creates a company, sets field data like ID/status and record manager or sales rep, creates activities for follow ups, and does an email merge welcome email. 

 

USD49.95USD $49.95 each
2.33333 5 6 Product
Quantity

Specifications

10-Day
Perpetual
Act v18, Act v19, Act v20, Act v21, Act v22, Act v23
Act! for Windows
Keystroke Products
416-499-3090

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