Automator4Act! performs calculations, mail merges, creates notes or histories, and a whole lot more!
Think of it as Macros for your Act! database. Automator4Act! is designed to make repetitive tasks simple, quick, and error-free.
- Specify Buttons for particular task
- Perform multiple tasks with a single button
- Make tasks conditional with if/then statements
- Reference fields in the database within your actions
- Create lookups using data from current contact
- Mail Merge HTML documents
- Perform complex mathematical equations
A common button created is the “New Contact” button. After putting the vital info that cannot be automated such as Contact name, phone number, email address, etc. A push of this button will create a history regarding the creation of the contact, creates a company, sets field data like ID/status and record manager or sales rep, creates activities for follow ups, and does an email merge welcome email.