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Automator4Act!

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Automator4act 3.0

The brand new Automator 3.0 has been completely rewritten, and performs calculations, mail merges, creates notes or histories, and a whole lot more!

Think of it as Macros for your Act! database. Automator is designed to make repetitive tasks simple, quick, and error-free.

  • Specify Buttons for a 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 the current contact
  • Mail Merge HTML documents
  • Perform complex mathematical equations

Please note that upgrades should back up their existing layout prior to installing this new version.

Example:
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, set field data like ID/status and record manager or sales rep, creates activities for follow-ups, and does an email merge welcome email. 

Setup Assistance for Add-ons:
  • Setup assistance can be purchased with this product, and this option includes the initial installation, activation, and basic configurations of the program
  • Setup assistance does NOT include customization or personalization of the program, nor does it include training in its use.
  • Keystroke is NOT responsible for updating your computer to prepare it for the installation of this software, as proper computer & Windows maintenance is the customer's sole responsibility.
  • The customer must be ready with all account, licensing, and other details required for activation and setup
  • Service may not exceed 45-minutes and "setup assistance" does not imply ongoing warranty assistance with this product.
  • Setup Assistance can only be purchased with the product. If you need it afterward, the minimum support plan available is VIP Lite for $85 USD.

 

USD59.95USD $59.95 each
2.75 5 16 Product
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Specifications

10-Day
Perpetual
Act! v24 (32/64-bit), Act! v23 (32-bit), Act! v21 (64-bit), Act! v24 (64-bit), Act! v25 (64-bit)
Act! for Windows

Available Support

Self-service installation

Paid for technical support available at additional cost direct from developer