Act 365 is a comprehensive business management platform that streamlines operations, enhances collaboration, and improves decision-making.
Supercharge your business processes with AI Agents that can automate tasks, analyze performance data, and optimize workflows across projects, customer relationships, and financial management.
Act 365 delivers robust project, customer, and financial management in one platform. Relevance AI enhances this with AI Agents that can analyze data, automate workflows, and drive intelligent decision-making across your business operations.
Intelligent Workflow Orchestration
The agent automates complex workflows, ensuring seamless task execution across teams.
Data-Driven Insights Generation
The agent analyzes data in real-time, providing actionable insights for informed decision-making.
Proactive Risk Mitigation
The agent identifies potential project risks early, enabling timely interventions to keep projects on track.
Relevance AI gives you access to Act 365's comprehensive business management capabilities within your automated workflows.
What you’ll need
You don't need to be a developer to set up Act 365 with AI Integration. Follow this simple guide to get started:
- An Act 365 account
- A verified business profile with active subscription
- Authorization (connect securely via OAuth—no manual credential storage)
Security & Reliability
The integration leverages OAuth authentication to securely access your Act! 365 data, with Relevance AI managing API operations (GET, POST, PUT, DELETE, PATCH) behind the scenes. The platform handles authorization headers and request formatting automatically.
Built-in validation ensures proper data handling across your Act! 365 workflows, with support for custom headers and flexible request bodies.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
