Act! 365 + Monday.com Integration

Integrate Act! 365 to Monday.com in one click, or tell Integrately AI how you want each contact handled. Create items, update boards, notify your team, and track every deal automatically.

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1.
  • Act! 365
    New contact is created in Act! 365
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
Arrow Right
2.
  • Act! 365
    Create contact in Act! 365
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com

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Ready Workflows Ready Workflows for Act! 365 + Monday.com Integration

Capture new contacts, create board items, keep project tracking updated, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Act! 365 + Monday.com Integration

Create Monday.com item for new Act! 365 contact

Act! 365 and Monday.com 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 item in Monday.com? 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.
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Connect more apps to your Act! 365 + Monday.com flow

Sync your CRM and project management tools with email, calendar, finance, and messaging apps to keep your entire team aligned. Pick a combination and activate it in one click.

Act! 365
Monday.com
+
HubspotHubspot (4)
+
SlackSlack (3)
+
GmailGmail (3)
+
Google CalendarGoogle Calendar (3)
+
StripeStripe (3)
+
AsanaAsana (3)
A
H
M
Add every new Act! 365 contact to HubSpot, create a monday.com item, and log the details
New Act! 365 contacts automatically populate HubSpot and create a monday.com item without manual re-entry.
A
H
M
When a new Act! 365 contact is created, search HubSpot for existing records, and create an item in Monday.com
Verify existing records in HubSpot before creating a monday.com item from new Act! 365 contacts.
A
H
M
If an Act! 365 contact has a specific tag, create a HubSpot deal and add a monday.com item
Route high-priority Act! 365 contacts to HubSpot and Monday.com based on specific criteria.
A
H
M
Use Claude to qualify Act! 365 contacts, create HubSpot records, and add monday.com items
Use Claude to review new Act! 365 contacts before creating records in HubSpot and items in Monday.com.

Supported triggers and actions for Act! 365 and Monday.com

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
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Create contact in Act! 365
Adds a new contact to the database
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Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
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Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
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Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
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Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
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Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
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Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
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Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
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Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
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Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
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Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
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Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
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Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
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Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
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Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
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Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Create item in Monday.com
Generates a new item
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Get subitem by id in Monday.com
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Search multiple items in Monday.com
Locates and retrieves items information
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Update group in Monday.com
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Move item to board in Monday.com
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Move item to group in Monday.com
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Search item in Monday.com
Locates and retrieves particular item information
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Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
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Upload file to specific item in Monday.com
Uploads a file to a item within a system
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Create board in Monday.com
Generates a new board
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Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
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Delete group in Monday.com
Removes a particular group from the system
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Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
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Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
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Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
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What can you automate with Act! 365 + Monday.com?

Streamline your sales and project delivery by connecting Act! 365 contacts directly to monday.com boards.

What you can automate?
🚀
Create monday.com items from new Act! 365 contacts
Automatically generate a new board item in Monday.com the moment a contact is created in Act! 365, keeping your sales and project teams perfectly synchronised.
📋
Capture every submitted contact field
Map all available contact details and custom fields from Act! 365 straight into your monday.com item columns instead of just names and emails.
🔔
Notify your team instantly on Slack
Alert project managers and sales reps in Slack the second an Act! 365 contact creates a new item in Monday.com.
🔀
Route records based on submitted criteria
Send contacts to different monday.com boards or groups depending on specific field values submitted in Act! 365.
🔄
Keep board items up to date as contacts change
Automatically update existing monday.com items whenever contact details are modified in Act! 365.
🔍
Search and update instead of creating duplicates
Search existing board items before creation, updating current records if the contact already exists in Monday.com.
⚡
Handle project stage changes and updates
Trigger downstream actions in connected apps when monday.com items move through different status groups or boards.
🔗
Extend workflows to Slack or Gmail
Connect your core Act! 365 and monday.com flow with Slack or Gmail to send automated notifications and emails.
And much more...

Who is Act! 365 + Monday.com integration for?

Connecting Act! 365 and Monday.com eliminates manual data entry between sales and project management, ensuring your entire team operates with accurate contact records and up-to-date board items.

Sales managers
Sales managers
Account executives
Account executives
Project coordinators
Project coordinators
Customer support leads
Customer support leads
Operations leads
Operations leads
Business owners
Business owners
📈
Sales managers
You review pipeline reports in monday.com, but your Act! 365 contacts take hours to appear as board items, so the conversion metrics you rely on are always outdated — with this integration, every new contact populates the board instantly and your metrics stay current.
⚡
Account executives
You need to initiate client onboarding the moment a prospect converts in Act! 365, but finding out about new deals too late delays your project kickoff — with this integration, every new contact generates a board item automatically so your team can act immediately.
📊
Project coordinators
You answer to clients who expect project boards to reflect incoming sales enquiries immediately, but manual transcription creates frustrating delays — with this integration, every contact is tracked on your board right away and client status updates are always accurate.
🔄
Customer support leads
The volume of incoming prospects from Act! 365 is too high for your team to keep project boards updated by hand, leading to missed client handoffs — with this integration, contact data flows directly into monday.com items without manual intervention.
🎯
Operations leads
You depend on sales reps to hand over Act! 365 contact details before you can provision project boards, causing bottlenecks in delivery — with this integration, every contact automatically creates the necessary items and streamlines your pipeline handoff.
📁
Business owners
You need a reliable history of every prospect and project stage, but manual data entry leaves frequent gaps in your tracking systems — with this integration, every Act! 365 contact is logged accurately as a monday.com item with zero missing records.
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Why choose Integrately to automate Act! 365 + Monday.com

Build and manage your Act! 365 + Monday.com 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 + Monday.com 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.
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How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Act! 365 to Monday.com?
Frequently Asked Questions
You can connect Act! 365 to Monday.com instantly using ready templates or Integrately AI. Set up your Act! 365 and Monday.com integration in 1 click to sync contacts and manage projects seamlessly.
Can I automatically create monday.com items from new Act! 365 contacts?
Frequently Asked Questions
Can I connect Act! 365, Monday.com, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Monday.com?
Frequently Asked Questions
How does Act! 365 handle new contact triggers here?
Frequently Asked Questions
How does Monday.com create items from Act! 365 data?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and Monday.com?
Frequently Asked Questions
Is the Act! 365 and Monday.com integration free?
Frequently Asked Questions
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You Can Also Connect Act! 365 or Monday.com With 1500+ Other Apps

Act! 365
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Monday.com
Popular Monday.com Integrations
Sync Monday.com with accounting, project management, and reporting tools to keep data working across your stack.
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