Act! 365 + Aero Workflow Integration

Integrate Act! 365 to Aero Workflow in one click, or tell Integrately AI how you want each contact handled. Sync your contacts, create matching tasks and companies, and log notes in Aero Workflow automatically.

Integrate For Free arrow rightGoogle Logo Sign Up With Google
Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Act! 365
    New contact is created in Act! 365
Arrow Right
2.
  • Act! 365
    Create contact in Act! 365
  • Aero Workflow
    Create task in Aero Workflow
  • Aero Workflow
    Create company in Aero Workflow
  • Aero Workflow
    Serach company by name in Aero Workflow
  • Aero Workflow
    Create contact in Aero Workflow
  • Aero Workflow
    Create a note in Aero Workflow
  • Aero Workflow
    Create vault entry in Aero Workflow
  • Aero Workflow
    Create appointment in Aero Workflow
  • Aero Workflow
    Create email in Aero Workflow

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Act! 365 + Aero Workflow Integration

Create contacts, open tasks, set up appointments, log notes, and organise client records, all in just one click.

Most popular automationsmost-popular-automations
Act! 365 + Aero Workflow Integration

Create Aero Workflow contact for new Act! 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Act! 365 - Aero Workflow integration, anytime a new Act! 365 contact is created, an Aero Workflow contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See more
Activate
Act! 365 + Aero Workflow Integration

Create Aero Workflow task for new Act! 365 contact

Act! 365 and Aero Workflow are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Act! 365, do you also create a task in Aero Workflow? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
See more
Activate
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Act! 365 + Aero Workflow flow

Send invoices, notify team members, and update spreadsheets the moment your client records sync. Pick a combination and activate it in one click.

Act! 365
Aero Workflow
+
XeroXero (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (4)
+
Microsoft OutlookMicrosoft Outlook (4)
+
StripeStripe (4)
+
Google DriveGoogle Drive (4)
A
A
X
When a new contact is created in Act! 365, create a matching contact in Aero Workflow and create an invoice in Xero.
New Act! 365 contacts immediately generate an Aero Workflow contact and a Xero invoice without manual entry.
A
A
X
When a new contact is created in Act! 365, create a task in Aero Workflow and create a contact in Xero.
Keep your financial records and administrative task lists updated automatically whenever an Act! 365 contact is added.
X
A
A
When a Xero invoice is paid, create a company in Aero Workflow and log a note in Act! 365.
Record paid invoices by creating Aero Workflow company records and updating your Act! 365 account notes.
X
C
A
A
Use Claude to summarise Xero payment details, create a note in Aero Workflow, and update the contact in Act! 365.
Use Claude to process payment summaries, update Aero Workflow notes, and keep Act! 365 records current.

Supported triggers and actions for Act! 365 and Aero Workflow

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
Try it →
Create contact in Act! 365
Adds a new contact to the database
Try it →
Aero Workflow
Aero Workflow Triggers & Actions
No trigger is available
Create task in Aero Workflow
Creates a new task
Try it →
Create company in Aero Workflow
Generates a new company profile with given details
Try it →
Serach company by name in Aero Workflow
Searches for a company by name
Try it →
Create contact in Aero Workflow
Adds a new contact to the database
Try it →
Create a note in Aero Workflow
Creates a new note
Try it →
Create vault entry in Aero Workflow
Creates a new vault entry
Try it →
Create appointment in Aero Workflow
Schedule a new appointment
Try it →
Create email in Aero Workflow
Adds a new contact to the contact list
Try it →

What can you automate with Act! 365 + Aero Workflow?

Streamline your client administration and CRM workflows by connecting every contact event to powerful task and company automation.

What you can automate?
🔄
Sync new Act! 365 contacts to Aero Workflow
Automatically create matching contacts, tasks, or companies in Aero Workflow the moment a new contact is created in Act! 365.
📋
Capture every submitted contact field
Map all available contact details from Act! 365 into Aero Workflow notes and vault entries instead of just basic names and emails.
🔔
Alert your team instantly on new leads
Send instant notifications or briefing emails via Gmail or Outlook whenever a new contact is created in Act! 365.
🔀
Route tasks based on contact data
Trigger different Aero Workflow task assignments or company creations depending on specific field criteria submitted in Act! 365.
✏️
Keep client records continuously updated
Automatically update Aero Workflow notes and appointments whenever contact information changes in Act! 365.
🛡️
Prevent duplicate records across tools
Search existing company names before creating new entries to maintain clean databases across Act! 365 and Aero Workflow.
💳
Manage status changes and financial events
Log payment receipts or subscription updates from Stripe or QuickBooks as notes and tasks in Aero Workflow.
🌐
Extend your workflow to 1,500+ apps
Connect your core Act! 365 and Aero Workflow flow to accounting, email, and cloud storage tools like Xero and Google Drive.
And much more...

Who is Act! 365 + Aero Workflow integration for?

Automating Act! 365 and Aero Workflow helps accountants, bookkeepers, and sales teams eliminate manual data entry, streamline client administration, and keep records perfectly synchronised across platforms.

Practice managers
Practice managers
Client support leads
Client support leads
Accountants and bookkeepers
Accountants and bookkeepers
Operations directors
Operations directors
Sales representatives
Sales representatives
Compliance officers
Compliance officers
📈
Practice managers
You're reviewing client pipeline reports in Act! 365 but administrative task metrics fail to align with Aero Workflow, so your workload projections are always outdated — automating both apps means new contacts immediately generate tasks and company records without manual re-typing.
⚡
Client support leads
You manage incoming client inquiries in Act! 365, but customer details take hours to reach Aero Workflow for task creation, delaying your onboarding response times — with this integration, every new contact lands in your workflow tool instantly and your team starts onboarding right away.
🤝
Accountants and bookkeepers
You track client relationship data in Act! 365, but client administrative tracking sheets in Aero Workflow miss key contact updates, causing confusion during billing cycles — automating both apps means every contact detail flows seamlessly into your administrative platform.
📊
Operations directors
You oversee high volumes of leads entering Act! 365 daily, but manual data transfer to Aero Workflow creates bottlenecks and administrative backlogs — with this integration, every contact creates corresponding company records and tasks instantly without manual effort.
🔄
Sales representatives
You close deals and add contacts in Act! 365, but administrative handoffs to Aero Workflow get delayed, leaving fulfillment teams waiting for project setup — automating both apps means your downstream team receives complete client profiles the moment a contact is created.
🗂️
Compliance officers
You maintain client relationship history in Act! 365, but audit trails frequently show gaps between sales records and Aero Workflow task logs — with this integration, every contact and administrative note remains perfectly synchronised for accurate auditing.
Try This Integration – No Code Neededarrow right
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Act! 365 + Aero Workflow

Build and manage your Act! 365 + Aero Workflow automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act! 365 + Aero Workflow with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Connect Act! 365 + Aero Workflow Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricingarrow right

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

▲ 2000+
Connect Act! 365 + Aero Workflow Now arrow right
In Just 1 Click!
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Act! 365 to Aero Workflow?
Frequently Asked Questions
Connecting Act! 365 to Aero Workflow takes just one click on Integrately. You can select from ready-made templates or use Integrately AI to configure custom workflows linking contacts, tasks, and other tools like Xero and Gmail.
Can I automatically create Aero Workflow tasks when a new Act! 365 contact is added?
Frequently Asked Questions
Can I connect Act! 365, Aero Workflow, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Aero Workflow?
Frequently Asked Questions
How are contact fields transferred from Act! 365 to Aero Workflow?
Frequently Asked Questions
Can I update company records in Aero Workflow from Act! 365?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and Aero Workflow?
Frequently Asked Questions
Is the Act! 365 and Aero Workflow integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or Aero Workflow With 1500+ Other Apps

Act! 365
Popular Act! 365 Integrations
Connect Act! 365 to CRMs, email marketing tools, and customer support platforms to streamline sales pipelines.
See All
Act! 365 Integrations arrow right
No popular apps found
Aero Workflow
Popular Aero Workflow Integrations
Sync Aero Workflow with document storage, invoicing, and scheduling applications to optimize practice management.
See All
Aero Workflow Integrations arrow right
No popular apps found