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.
Best Practices for Non-Technical Users
To get the most out of the Act! 365 + Relevance AI integration without writing code:
- Organize contact data: Maintain clean, standardized contact records in Act! 365.
- Use proper authentication: Ensure OAuth credentials are correctly configured and permissions are set.
- Follow API best practices: Use appropriate HTTP methods for different operations (GET for retrieval, POST for creation).
- Monitor response codes: Check status codes to confirm successful API interactions.
- Implement error handling: Set up proper error notifications and fallback processes for failed requests.
