Microsoft & Astute Theory Platform Integration
Astute Theory Platform
Communicate Smarter
We integrate our software with over 1000 well known applications. Here are some of our most popular integrations with apps that you may already be using to communicate with your clients.
New Contact
Triggers when a new contact is added to your account
Create Email
Create and send an email
Save Email
Save an email into a client and activity file
Calendar Event
Triggers when a new event is added to your account
Calendar Start
Triggers at a specified time before an event
Find Contact
Lookup an existing contact
Google & Astute Theory Platform Integration
New Contact
Triggers when a new contact is added to your account
Create Email
Create and send an email
Save Email
Save an email into a client and activity file
Calendar Event
Triggers when a new event is added to your account
Calendar Start
Triggers at a specified time before an event
Find Contact
Lookup an existing contact
Twilio & Astute Theory Platform Integration
Send SMS
Send a SMS to a number or numbers.
New SMS
Triggered when an SMS is sent to your Twilio number
New Recording
Triggered when a new recording is available on your account.
Call Phone
Call a number or numbers and say a message.
New Phone Number
Triggered when you add a new phone number.
New Transcript
Triggered when a new transcription is available on your account.
Typeform & Astute Theory Platform Integration
New Entry
Triggers when a form is submitted.
Copy Forms
Duplicates an existing form
Lookup Responses
Looks up responses for a given criteria.
New Form
Creates a new empty form.
Update Form
Update Dropdown, Multiple Choice or Ranking Question Options
Calendly & Astute Theory Platform Integration
Invitee Created
Triggers when an invitee schedules an event.
Invitee Cancelled
Triggers when an invitee cancels a scheduled event.
Astute Theory Platform
Clever Document Storage
We integrate our software with over 1000 well known applications. Here are some of our most popular integrations with apps that you may already be using to store documents within your organisation and to share with your clients.
Microsoft SharePoint & Astute Theory Platform Integration
New Folders
Creates a new parent or sub folder
Link Clients
Link your clients to your parent and sub folders
Upload Files
Upload an existing file or attachment
Find Folder/File
Finds a file by client name or activity
New File
Triggers when a new file is added in a folder.
New Text File
Creates a brand new text file from plain text content you specify.
Microsoft OneDrive & Astute Theory Platform Integration
New Folders
Creates a new parent or sub folder
Link Clients
Link your clients to your parent and sub folders
Upload Files
Upload an existing file or attachment
Find Folder/File
Finds a file by client name or activity
New File
Triggers when a new file is added in a folder.
New Text File
Creates a brand new text file from plain text content you specify.
Dropbox & Astute Theory Platform Integration
New Folders
Creates a new parent or sub folder
Link Clients
Link your clients to your parent and sub folders
Upload Files
Upload an existing file or attachment
Find Folder/File
Finds a file by client name or activity
New File
Triggers when a new file is added in a folder.
New Text File
Creates a brand new text file from plain text content you specify.
Google Drive & Astute Theory Platform Integration
New Folders
Creates a new parent or sub folder
Link Clients
Link your clients to your parent and sub folders
Upload Files
Upload an existing file or attachment
Find Folder/File
Finds a file by client name or activity
New File
Triggers when a new file is added in a folder.
New Text File
Creates a brand new text file from plain text content you specify.
Astute Theory Platform
Clever Document Storage
We integrate our software with over 1000 well known applications. Here are some of our most popular integrations with apps that you may already be using to raise invoices and manage your stock levels within your organisation.
XERO & Astute Theory Platform Integration
Sales Invoices
Creates a new sales invoice (Accounts Receivable).
Find Invoices
Finds an invoice by number or reference.
Create Quotes
Triggers when a new quote is created.
Email Invoice
Sends an invoice via email.
Purchase Orders
Creates a new purchase order for a contact.
Create Payment
Applies a payment to an invoice.
Create Contact
Triggers when you add a new contact.
Find Contact
Finds a contact by name or account number.
New Transaction
Triggers when a new bank transaction is created.
MYOB & Astute Theory Platform Integration
Sales Invoices
Creates a new sales invoice (Accounts Receivable).
Find Invoices
Finds an invoice by number or reference.
Create Quotes
Triggers when a new quote is created.
Email Invoice
Sends an invoice via email.
Purchase Orders
Creates a new purchase order for a contact.
Create Payment
Applies a payment to an invoice.
Create Contact
Triggers when you add a new contact.
Find Contact
Finds a contact by name or account number
New Transaction
Triggers when a new bank transaction is created.
Astute Theory Platform
Integrated eSignatures
We integrate our software with over 1000 well known applications. Here are some of our most popular integrations with apps that you may already be using to raise invoices and manage your stock levels within your organisation.
DocuSign & Astute Theory Platform Integration
Create Envelop
Creates an envelop from a template.
Envelop Status Change
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
Update Contact
Create a new contact or update an existing contact by email
Envelop Sent
Triggers when a envelop is sent.
Link Attachments
Creates an attachment for the envelop.
Envelop Attachments
Gets a list of document attachments.
PandaDocs & Astute Theory Platform Integration
Create Document
Creates an document from a template.
Document Status Change
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
Update Contact
Create a new contact or update an existing contact by email
Document Sent
Triggers when a document is sent.
Link Attachments
Creates an attachment for the document.
Document Attachments
Gets a list of document attachments.
Astute Theory Platform
Seamless Online Sales
We integrate our software with over 1000 well known applications. Here are some of our most popular integrations with apps that you may already be using to sell products and services on your website currently.
Shopify & Astute Theory Platform Integration
New Customers
Triggers when a new customer is added to your account.
New Products
Triggers when a new product is added to your store.
New Order
Triggers when a new purchase is made on your website.
Update Product
Updates an existing product price, name, image or description.
Update Inventory
Updates the quantity of an existing product variant.
Update Customer
Updates an existing customer. Replaces only data that is set.
Update Order
Triggers when an order is updated (with line item support).
Product Search
Finds a product by a title search.
WooCommerce & Astute Theory Platform Integration
New Customers
Triggers when a new customer is added to your account.
New Products
Triggers when a new product is added to your store.
New Order
Triggers when a new purchase is made on your website.
Update Product
Updates an existing product price, name, image or description.
Update Inventory
Updates the quantity of an existing product variant.
Update Customer
Updates an existing customer. Replaces only data that is set.
Update Order
Triggers when an order is updated (with line item support).
Product Search
Finds a product by a title search.
Magento & Astute Theory Platform Integration
New Customers
Triggers when a new customer is added to your account.
New Products
Triggers when a new product is added to your store.
New Order
Triggers when a new purchase is made on your website.
Update Product
Updates an existing product price, name, image or description.
Update Inventory
Updates the quantity of an existing product variant.
Update Customer
Updates an existing customer. Replaces only data that is set.
Update Order
Triggers when an order is updated (with line item support).
Product Search
Finds a product by a title search.
Big Commerce & Astute Theory Platform Integration
New Customers
Triggers when a new customer is added to your account.
New Products
Triggers when a new product is added to your store.
New Order
Triggers when a new purchase is made on your website.
Update Product
Updates an existing product price, name, image or description.
Update Inventory
Updates the quantity of an existing product variant.
Update Customer
Updates an existing customer. Replaces only data that is set.
Update Order
Triggers when an order is updated (with line item support).
Product Search
Finds a product by a title search.
Astute Theory Platform
Clever Marketing
We integrate our software with over 1000 well known applications. Here are some of our most popular integrations with apps that you may already be using to manage and maintain your marketing needs.
MailChimp & Astute Theory Platform Integration
New Contact
Triggers when a new contact is added.
Linked Clicked
Triggers when a recipient clicks a pre-specified link in your campaign.
New Subscriber
Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
Email Opened
Triggers when a recipient opens an e-mail in a specific campaign.
New Audience
Triggers when a new audience is added to your MailChimp accounts.
Create Custom Event
Creates a custom event for an existing subscriber.
New Unsubscriber
Triggers when any current subscriber unsubscribes from an audience.
HubSpot & Astute Theory Platform Integration
New Company
Triggers when new company is available.
New Contact
Triggers when new contact is available.
New Deal
Triggers when new deal is available.
Social Media Message
Creates and immediately publishes a message on a specified social media channel.
Create Engagement
Creates a new Engagement for a contact, in HubSpot.
Update Deal Status
Triggers when a deal enters a specified stage.
Contact Property
Triggers when a specified property is provided or updated on a contact.
Find Ticket
Finds a ticket by searching.
ActiveCampaign & Astute Theory Platform Integration
New Campaign Link
Triggers when a contact clicks a link in a campaign message (will only run once for each unique link).
Send Campaign
Triggers when a new campaign starts sending.
Update Contact
Triggers when an existing contact details are updated.
Automation
Adds an existing contact into any automation. If contact does not yet exist, a contact will be created and then added to the automation.
Create New Record
Creates a new custom object record or update an existing record
Deal Owner
Looks for a Deal and if found, returns the User that owns the Deal
Deal Owner
Looks for a Deal and if found, returns the User that owns the Deal
Update Account
Triggers when a new account is added or an existing account’s details are updated.
Campaign Open
Triggers when a contact opens a campaign (will trigger once per contact per campaign).
New Unsubscriber
Triggers when a contact unsubscribes as a result of a campaign email sent to them.
Click Funnels & Astute Theory Platform Integration
New Contact Activity
Triggers when Contact activity record is created.
Successful Purchase
Triggers when a successful Purchase is made in a Funnel.
Email Tags
Add a Tag to a Contact Profile by Email.
New Email List
Add a Contact Profile Email to a List.
Optin Contact
Creates a new opt-in for an email.
Remove From Email List
Remove a Contact Profile Email from List.
