Act! Broadly

Act! + Broadly Integrations, Built by an AI Agent

Put Act! + Broadly to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Act! and Broadly below — describe the exact one you want above and the Agent builds it on demand.

Act! + Broadly When business triggers occur in Broadly, create or update customer records in Act!. See details
Sync newly created leads across CRM platforms When a new lead is captured in Act!, automatically create or update the matching contact in Broadly to keep records synchronized. See details
Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Broadly, update the corresponding opportunity stage in Act! for unified revenue reporting. See details
Log pipeline stage updates as CRM activities When a deal moves forward in Act!, log a status update activity on the corresponding account record in Broadly. See details

Browse the full workflow library →

Looking to achieve something else with Act! and Broadly?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Act! and Broadly

Everything Act! and Broadly can do inside a workflow — the triggers that start one and the actions that run when it fires.

Act! Explore Act! →

Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.

Triggers
New Contact

Triggers when a new contact is created.

Contact Updated

Triggers when a Contact is updated.

New Opportunity

Triggers when a new opportunity is created.

Actions
Add Activity

Adds an activity to a contact.

Add Note

Adds a note to a contact.

Add Opportunity

Creates a new opportunity.

Add Contact

Creates a new contact.

Add History

Adds a history to a contact.

Add Group

Creates a new group.

Broadly Explore Broadly →

Broadly is a customer engagement tool that helps local businesses generate online reviews, capture leads, and process payments.

Triggers
Setup Business App as Trigger

This is a guide to help you set up Business App as the Trigger application in your Zapier workflows.

Actions
Create or Update CRM Activity

Create a new log activity in the CRM.

Run Automation

Run any automation that uses a manual or API trigger

Legacy Create Customer & Transaction

Creates a new customer and review eligible transaction activity

Create or Update Company

Creates or Updates a company. Also used to return values for an existing record.

Create or Update Contact

Creates or Updates a contact. Also used to return values for an existing record.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Act! + Broadly

Is there a pre-built Act! + Broadly automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Act! and Broadly's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Act! or Broadly connector?

No. The Agent works whether or not Act! or Broadly already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why would a team need to connect two CRM systems?

Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.

Does this cause duplicate contact records?

No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.

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