Create Ora card for new Act! 365 contact
Act! 365 + Ora Integration
Act! 365 + Ora Integration
Integrate Act! 365 to Ora in one click, or tell Integrately AI how you want each contact handled. Create project cards, assign team members, add comments, and track your sales pipeline effortlessly.
Free forever.Use premium features free for 14 days.1.
New contact is created in Act! 365
Task is created in Ora- Assignee is added to task in Ora
- Comment is added to task in Ora
- Label is added to task in Ora
2.
- Create contact in Act! 365
- Create card in Ora
- Add member to card in Ora
- Create comment in Ora
- Create list in Ora
Trusted by experts at...
Ready Workflows for Act! 365 + Ora Integration
Create project cards from new contacts, assign team members, add comments, and organise lists, all in just one click.
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Act! 365 + Ora flow
Sync your sales contacts and project boards with email, messaging, file storage, and scheduling tools. Pick a combination and activate it in one click.
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Gmail (8)
Gmail (8) +
Slack (8)
Slack (8) +
Trello (8)
Trello (8) +
Google Drive (8)
Google Drive (8) +
Calendly (8)
Calendly (8) +
Stripe (8)
Stripe (8) A
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Create an Ora card from every new Act! 365 contact, and send a welcome email in Gmail.
New Act! 365 contacts become project cards in Ora instantly while Gmail sends out an introductory email, eliminating manual copying and delays.
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Send a notification email in Gmail when an Ora task is created from an Act! 365 contact.
Keep your management team informed in Gmail whenever a new project card is generated from an Act! 365 contact in Ora.
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When an Ora comment is added to a task, send an update email in Gmail and create a contact in Act! 365.
Track important project discussions by emailing updates through Gmail and logging contact details back in Act! 365.
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Create a follow-up email draft in Gmail for every new contact added in Act! 365 and tracked in Ora.
Draft personalized follow-ups in Gmail automatically after a new Act! 365 contact creates an Ora tracking card.
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If an Act! 365 contact creates an Ora card with high priority, send an urgent alert email in Gmail.
Route high-priority sales contacts straight to management in Gmail after creating their initial Ora project cards.
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When an Ora assignee is added, send a project milestone email in Gmail and update Act! 365 records.
Notify team members via Gmail and update Act! 365 records whenever new assignees join Ora project cards.
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Use Claude to summarise new Act! 365 contacts before creating an Ora card and emailing a brief in Gmail.
Generate intelligent summaries of incoming Act! 365 leads using Claude, organise them in Ora, and share briefs via Gmail.
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Turn new Act! 365 contacts into Ora project cards, log them in Gmail, and create backup tasks in Trello.
Sync new Act! 365 contacts across Ora project boards, send notification emails in Gmail, and create backup cards in Trello.
Supported triggers and actions for Act! 365 and Ora
Mix and match to build the exact automation you need
Act! 365 Triggers & Actions
Ora Triggers & Actions
Assignee is added to task in Ora
Triggers the automation when any task is assigned to someone
Try it → What can you automate with Act! 365 + Ora?
Streamline your sales-to-project workflow by connecting Act! 365 contact events directly to Ora cards, task assignments, and lists.
🎯
Create project cards from new sales contacts
Automatically generate a new card in Ora the moment a new contact is created in Act! 365, eliminating manual copying between your CRM and project boards.
📋
Capture every submitted client field
Map all available contact details from Act! 365 into separate Ora card fields and descriptions instead of just basic names, ensuring your project team has complete context.
🔔
Notify project teams instantly on creation
Alert your delivery squad or notify relevant channels the second a new sales contact creates an Ora project card, speeding up initial client outreach.
🔀
Route projects based on submitted tags
Create priority cards in Ora for enterprise accounts while routing standard Act! 365 contacts to regular workflow lists automatically.
🔄
Keep project boards updated as contacts change
Synchronise modifications made in Act! 365 directly into active Ora task comments and labels so your project board always reflects the latest client status.
➕
Add or update without creating duplicate cards
Search existing Ora boards before creating new cards so recurring contacts update existing projects instead of cluttering your workspace with duplicates.
📊
Handle project list milestones and status changes
Trigger automated list creation and member assignments in Ora whenever new project phases or status labels are reached.
🌐
Extend your workflow to team messaging apps
Connect Act! 365 and Ora with Slack or Gmail to broadcast project creation notices and follow-up emails across your entire organisation.
And much more...
Who is Act! 365 + Ora integration for?
Connecting Act! 365 and Ora empowers sales and project teams to eliminate manual handoffs, keep data synchronised across pipelines, and deliver projects faster.
Sales directors and revenue managers
Customer success and onboarding leads
Agency owners and client partners
High-volume sales operations teams
Project managers and delivery leads
Operations and compliance managers
📈
Sales directors and revenue managers
You're tracking prospective deals in Act! 365 but project handoffs only happen when someone manually exports contacts, so your pipeline dashboards are always hours behind — with this integration, every new contact lands in Ora instantly and your reporting stays current.
⚡
Customer success and onboarding leads
You need to act fast when new clients sign up, and you find out too late because contact details sit unread in your sales CRM — automating both apps means every new contact creates an Ora project card immediately so your onboarding team starts working without delay.
🤝
Agency owners and client partners
You answer to external clients who want to see active project progress, but tracking boards never match your CRM records — connecting these apps means client contact details map straight into project cards so your deliverables stay aligned with sales commitments.
🚀
High-volume sales operations teams
The incoming lead volume is too high for anyone to keep up by hand, leading to missed project setup tasks and frustrated customers — with this integration, every new contact generated in Act! 365 automatically populates your Ora workspace without manual data entry.
👥
Project managers and delivery leads
You own the project kickoff stage and depend on sales reps upstream to hand over client details before you can begin work — automating both apps means new Act! 365 contacts trigger Ora project cards instantly so your team starts onboarding on day one.
📋
Operations and compliance managers
You need a reliable audit history of every client onboarding milestone and keep finding gaps where manual records were missed — this integration means every contact and task update syncs transparently so your project history remains complete and accurate.
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 + Ora
Build and manage your Act! 365 + Ora automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Act! 365 + Ora 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.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Act! 365 + Ora Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Act! 365 to Ora?
You can connect Act! 365 to Ora in 1 click using ready templates or by asking Integrately AI to build your custom workflow. Connect your accounts securely and enjoy 24/5 live chat support on any plan.
Can I automatically create Ora cards from new Act! 365 contacts?
Can I connect Act! 365, Ora, and Slack?
What is a good Zapier alternative for Act! 365 and Ora?
How does Act! 365 handle contact creation events here?
How does Ora manage new task creation events?
Do I need coding skills to automate Act! 365 and Ora?
Is the Act! 365 and Ora integration free?
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