Act! 365 + Service Provider Pro Integration

Q: Can I automatically create Act! 365 contacts from Service Provider Pro orders?

Yes, you can automatically create a contact in Act! 365 every time a new order is created in Service Provider Pro. Start with a ready workflow or customize your steps in minutes.

Q: Can I connect Act! 365, Service Provider Pro, and Slack?

Yes, you can connect Act! 365, Service Provider Pro, and Slack together in a multi-step workflow. Send order notifications to your team channel while updating your CRM records, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Act! 365 and Service Provider Pro?

Integrately is a reliable alternative for Act! 365 and Service Provider Pro automation, offering 20 million+ ready templates, 24/5 live chat support, and 3x lower cost than most alternatives.

Q: How does Act! 365 handle new contact creation in workflows?

Act! 365 automatically registers new contacts when triggered by events like a new order in Service Provider Pro. You can set up ready-made automation flows instantly.

Q: Can I trigger automations from Service Provider Pro order status changes?

Yes, you can trigger workflows when an order status changes in Service Provider Pro and update your CRM records accordingly using ready automation flows.

Q: Do I need coding skills to automate Act! 365 and Service Provider Pro?

No coding skills are required to connect Act! 365 and Service Provider Pro. Use ready-made templates or let Integrately AI build your custom workflow.

Q: Is the Act! 365 and Service Provider Pro integration free?

Yes, you can start automating Act! 365 and Service Provider Pro with a free forever plan available on Integrately.

Integrate Act! 365 to Service Provider Pro in one click, or tell Integrately AI how you want each order handled. Create contacts, update records, alert your team, and trigger follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

New contact is created in Act! 365
Order is created in Service Provider Pro Instant
Order status is changed in Service Provider Pro Instant
Tag is added to order in Service Provider Pro Instant
Invoice is paid in Service Provider Pro Instant
Invoice is refunded in Service Provider Pro Instant
Account is created in Service Provider Pro Instant
Form is submitted in Service Provider Pro Instant
Subscription is cancelled in Service Provider Pro Instant
Subscription is paid in Service Provider Pro Instant
Subscription is failed in Service Provider Pro Instant
Message is posted in Service Provider Pro Instant
Ticket is created in Service Provider Pro Instant

Create contact in Act! 365

Trusted by experts at...

Ready Workflows for Act! 365 + Service Provider Pro Integration

Capture orders, organise customer details, keep spreadsheets updated, alert your team, and send follow-ups, all in just one click.

Create Act! 365 contact from new Service Provider Pro order

As an online store owner, you're likely using Service Provider Pro to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Service Provider Pro with Act! 365? This integration will allow you to automatically create a contact for each new order in Act! 365.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.

Activate

1of1

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

Connect more apps to your Act! 365 + Service Provider Pro flow

Send order details to finance tools, notify team channels on messaging apps, and log records in storage platforms after your core sync finishes. Pick a combination and activate it in one click.

Stripe (4)

QuickBooks Online (4)

Slack (4)

Gmail (4)

Trello (4)

Google Drive (4)

When an order is created in Service Provider Pro, create a customer in Stripe and create a contact in Act! 365

Every new Service Provider Pro order creates a Stripe customer and an Act! 365 contact instantly, eliminating manual data entry.

When an invoice is paid in Service Provider Pro, create a charge in Stripe and create a contact in Act! 365

Paid invoices in Service Provider Pro trigger a Stripe charge and an Act! 365 contact update automatically.

When a subscription is paid in Service Provider Pro, create a subscription in Stripe and create a contact in Act! 365

Subscription payments in Service Provider Pro set up billing in Stripe and add a contact in Act! 365.

When an account is created in Service Provider Pro, create a customer in Stripe and create a contact in Act! 365

New client accounts in Service Provider Pro instantly register in Stripe and Act! 365.

When an order is created in Service Provider Pro, create a customer in QuickBooks Online and create a contact in Act! 365

New Service Provider Pro orders generate QuickBooks customers and Act! 365 contacts automatically.

When an invoice is paid in Service Provider Pro, create an invoice in QuickBooks Online and create a contact in Act! 365

Paid invoices in Service Provider Pro log accounting records in QuickBooks and update Act! 365.

When an account is created in Service Provider Pro, create a customer in QuickBooks Online and create a contact in Act! 365

New client signups in Service Provider Pro instantly populate QuickBooks Online and Act! 365.

When a subscription is paid in Service Provider Pro, create a sales receipt in QuickBooks Online and create a contact in Act! 365

Subscription payments generate QuickBooks receipts and update Act! 365 contact records.

When an order is created in Service Provider Pro, send a channel message in Slack and create a contact in Act! 365

New Service Provider Pro orders notify your team in Slack and create an Act! 365 contact instantly.

When a ticket is created in Service Provider Pro, send a channel message in Slack and create a contact in Act! 365

Support tickets in Service Provider Pro alert your support channel in Slack and log an Act! 365 contact.

When an invoice is paid in Service Provider Pro, send a channel message in Slack and create a contact in Act! 365

Paid invoices trigger a Slack team celebration message and an Act! 365 contact update.

When a subscription is cancelled in Service Provider Pro, send a channel message in Slack and create a contact in Act! 365

Cancelled subscriptions notify your retention team in Slack and update contact logs in Act! 365.

When an order is created in Service Provider Pro, send an email in Gmail and create a contact in Act! 365

New Service Provider Pro orders send a confirmation email via Gmail and create an Act! 365 contact.

When an invoice is paid in Service Provider Pro, send an email in Gmail and create a contact in Act! 365

Paid invoices trigger a receipt email in Gmail and update contact records in Act! 365.

When a ticket is created in Service Provider Pro, send an email in Gmail and create a contact in Act! 365

New support tickets send an acknowledgement email in Gmail and log a contact in Act! 365.

When a form is submitted in Service Provider Pro, send an email in Gmail and create a contact in Act! 365

Form submissions dispatch an email notification via Gmail and create an Act! 365 contact.

When an order is created in Service Provider Pro, create a card in Trello and create a contact in Act! 365

New Service Provider Pro orders generate project cards in Trello and contact records in Act! 365.

When a ticket is created in Service Provider Pro, create a card in Trello and create a contact in Act! 365

Support tickets create tracking cards in Trello and update contact records in Act! 365.

When a form is submitted in Service Provider Pro, create a card in Trello and create a contact in Act! 365

Intake form submissions open triage cards in Trello and create contacts in Act! 365.

When an account is created in Service Provider Pro, create a card in Trello and create a contact in Act! 365

New client accounts generate onboarding checklist cards in Trello and records in Act! 365.

When an order is created in Service Provider Pro, create a folder in Google Drive and create a contact in Act! 365

New orders generate dedicated Google Drive client folders and contact records in Act! 365.

When an account is created in Service Provider Pro, create a folder in Google Drive and create a contact in Act! 365

New accounts establish storage folders in Google Drive and register contacts in Act! 365.

When a form is submitted in Service Provider Pro, create a file in Google Drive and create a contact in Act! 365

Form submissions save intake documentation in Google Drive and create contacts in Act! 365.

When a ticket is created in Service Provider Pro, create a folder in Google Drive and create a contact in Act! 365

Support tickets generate dedicated Google Drive attachment folders and Act! 365 contact logs.

Supported triggers and actions for Act! 365 and Service Provider Pro

Mix and match to build the exact automation you need

Act! 365 Triggers & Actions

New contact is created in Act! 365

Triggers the automation when a new contact is added

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Service Provider Pro Triggers & Actions

Instant

Order is created in Service Provider Pro

Triggers the automation when a new order is created

Try it →

Instant

Order status is changed in Service Provider Pro

Triggers the automation when the order status changes

Try it →

Instant

Tag is added to order in Service Provider Pro

Triggers the automation when a tag is added

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Instant

Invoice is paid in Service Provider Pro

Triggers the automation when an invoice is marked as paid

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Instant

Invoice is refunded in Service Provider Pro

Triggers the automation when an invoice is refunded

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Instant

Account is created in Service Provider Pro

Triggers the automation when a new account is created

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Instant

Form is submitted in Service Provider Pro

Triggers the automation when a form is filled

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Instant

Subscription is cancelled in Service Provider Pro

Triggers the automation when a subscription is cancelled

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Instant

Subscription is paid in Service Provider Pro

Triggers the automation when a subscription fee is successfully paid

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Instant

Subscription is failed in Service Provider Pro

Triggers the automation when a subscription payment has failed

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Instant

Message is posted in Service Provider Pro

Triggers the automation when a message is posted

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Instant

Ticket is created in Service Provider Pro

Triggers the automation when a new ticket is created

Try it →

What can you automate with Act! 365 + Service Provider Pro?

Streamline agency workflows by syncing client orders, account signups, and payment milestones directly into your CRM.

Get Started For Free

🔄

Sync new orders into CRM contacts

Turn every Service Provider Pro order into a new contact in Act! 365 automatically. Eliminate manual data entry and keep your sales pipeline updated.

📋

Capture every submitted intake form

Map all client form submissions from Service Provider Pro straight into Act! 365 contact records. Ensure no prospect details are left behind.

🔔

Alert your team on client events

Trigger team notifications and instant updates whenever a new order, payment, or support ticket is created in Service Provider Pro.

🔀

Route records based on submitted fields

Handle client orders differently depending on service tiers or tags submitted in Service Provider Pro, updating your CRM records accordingly.

📝

Keep customer profiles up to date

Synchronise changes in client account status, order milestones, and subscription details between Service Provider Pro and Act! 365.

🔍

Prevent duplicate records

Automatically check for existing customer profiles in Act! 365 before creating new contacts from incoming Service Provider Pro orders.

💳

Handle payment and subscription events

Trigger automated workflows when invoices are paid, subscriptions are cancelled, or refunds are processed in Service Provider Pro.

🌐

Extend workflows to external apps

Connect your Act! 365 and Service Provider Pro flow to Slack, QuickBooks, or Google Drive to notify teams and manage files.

And much more...

Who is Act! 365 + Service Provider Pro integration for?

Automating both apps means agency operators, sales teams, and account managers eliminate manual record-keeping between client billing and customer relationship management.

Data analysts and revenue leads

Agency operations managers

Client account directors

High-volume sales teams

Project coordinators

Finance and compliance leads

📈

Data analysts and revenue leads

You're pulling order reports manually from Service Provider Pro to update your pipeline, but your sales metrics are always out of date — with this integration, every new order populates your CRM records instantly and your dashboard stays current.

⚡

Agency operations managers

You need to act fast when client accounts are created, but manual handoffs cause frustrating delays — automating both apps means every signup triggers immediate contact creation and team alerts.

🤝

Client account directors

You answer to stakeholders who want immediate visibility into incoming orders and project kickoffs, but manual entry leaves gaps — this integration means every order and invoice payment updates your records automatically.

📊

High-volume sales teams

The volume of inbound orders and client form submissions is too high for anyone to keep up by hand, leading to missed follow-ups — connecting these apps means every submission creates a contact instantly without manual intervention.

📋

Project coordinators

You own the client onboarding phase and depend on someone upstream to hand over order details, but information gets lost — automating both apps means order data flows straight into your CRM and task boards.

🗂️

Finance and compliance leads

You need a reliable history of client transactions and keep finding gaps between billing platforms and CRM logs — with this integration, every payment and subscription event maintains accurate customer records.

Try This Integration – No Code Needed

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 + Service Provider Pro

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

1,500+ apps connected

Connect Act! 365 + Service Provider Pro with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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.

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Frequently Asked Questions

How do I connect Act! 365 to Service Provider Pro?

You can connect Act! 365 to Service Provider Pro in 1 click using ready templates or ask Integrately AI to build your workflow. It integrates seamlessly with apps like Slack, Stripe, and Gmail.

Can I automatically create Act! 365 contacts from Service Provider Pro orders?

Can I connect Act! 365, Service Provider Pro, and Slack?

What is a good Zapier alternative for Act! 365 and Service Provider Pro?

How does Act! 365 handle new contact creation in workflows?

Can I trigger automations from Service Provider Pro order status changes?

Do I need coding skills to automate Act! 365 and Service Provider Pro?

Is the Act! 365 and Service Provider Pro integration free?

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 Service Provider Pro With 1500+ Other Apps

Popular Act! 365 Integrations

Connect Act! 365 to CRMs, email marketing platforms, and sales tools to manage and follow up on your leads.

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Popular Service Provider Pro Integrations

Sync Service Provider Pro with accounting, invoicing, and project management tools to keep client data working across your stack.

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Service Provider Pro Integrations

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Act! 365 + Service Provider Pro Integration

Integrate Act! 365 to Service Provider Pro in one click, or tell Integrately AI how you want each order handled. Create contacts, update records, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Act! 365 + Service Provider Pro Integration

Capture orders, organise customer details, keep spreadsheets updated, alert your team, and send follow-ups, all in just one click.

Create Act! 365 contact from new Service Provider Pro order

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

Connect more apps to your Act! 365 + Service Provider Pro flow

Send order details to finance tools, notify team channels on messaging apps, and log records in storage platforms after your core sync finishes. Pick a combination and activate it in one click.

Supported triggers and actions for Act! 365 and Service Provider Pro

Mix and match to build the exact automation you need

What can you automate with Act! 365 + Service Provider Pro?

Streamline agency workflows by syncing client orders, account signups, and payment milestones directly into your CRM.

Who is Act! 365 + Service Provider Pro integration for?

Automating both apps means agency operators, sales teams, and account managers eliminate manual record-keeping between client billing and customer relationship management.

Did you know?

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

Why choose Integrately to automate Act! 365 + Service Provider Pro

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or Service Provider Pro With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Act! 365 + Service Provider Pro Integration

Integrate Act! 365 to Service Provider Pro in one click, or tell Integrately AI how you want each order handled. Create contacts, update records, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Act! 365 + Service Provider Pro Integration

Capture orders, organise customer details, keep spreadsheets updated, alert your team, and send follow-ups, all in just one click.

Create Act! 365 contact from new Service Provider Pro order

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

Connect more apps to your Act! 365 + Service Provider Pro flow

Send order details to finance tools, notify team channels on messaging apps, and log records in storage platforms after your core sync finishes. Pick a combination and activate it in one click.

Supported triggers and actions for Act! 365 and Service Provider Pro

Mix and match to build the exact automation you need

What can you automate with Act! 365 + Service Provider Pro?

Streamline agency workflows by syncing client orders, account signups, and payment milestones directly into your CRM.

Who is Act! 365 + Service Provider Pro integration for?

Automating both apps means agency operators, sales teams, and account managers eliminate manual record-keeping between client billing and customer relationship management.

Did you know?

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

Why choose Integrately to automate Act! 365 + Service Provider Pro

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or Service Provider Pro With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click