Zapier Sample FullContact to Act

After struggling for several years to find an affordable solution to create an Act! business card scanner for Android, Blackberry or iPhone to take a picture of a business card; then, get it to Act! without being a coder or selling expensive hardware that sits on a shelf for one purpose.

Here are the system requirements:

  1. Act! v18.2+ Premium with a current subscription
  2. Create a free account from Zapier. The free option suits a typical Act! installation
  3. Create a free account from FullContact, The free version suits our requirements
  4. This procedure assumes an Act! Premium for Windows (not Web) installation

Steps:

  1. Install Act! Premium v18.2+ as a full install.  An inline upgrade won’t activate the URL needed for the Web API
  2. In Act!, find Act! Connect (View -> Act! Connect), and copy the URL in the top screen
    Act Web API URL
  3. In Zapier, create a Zap from FullContact to Act! Premium as shown in the video.
  4. Download FullContact business card reader to your smartphone.
  5. From the FullContact app, take a picture of a business card.  Their service includes 10 free transcriptions, or you can just translate to text manually
    FullContact Business Card Sample
  6. Once the card is saved, it will show up in Act! without your intervention!
    ActSampleCard

If you need help setting up Act!, Zapier, FullContact , freel free to contact us.