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Act-On Integration Guide

Connect Act-On marketing data and selected event notifications with enterprise systems through REST APIs, OAuth 2.0, webhooks, and file-based workflows.

Act-On integration options at a glance

Act-On provides REST APIs for Contacts, Marketing Lists, form-related data, and selected campaign or activity operations, with exact resource coverage dependent on the API version and tenant. Act-On also supports webhook-style outbound notifications for selected actions, plus CSV-oriented contact and list import/export workflows. OAuth 2.0 is used for API authentication. Martini can consume Act-On APIs, receive selected callbacks through an exposed API, orchestrate scheduled or event-driven workflows, and transform data for CRM, warehouse, or customer-success applications. For larger exchanges, Martini can coordinate paginated API jobs, supported batch operations, and validated file processing without assuming direct database access or universal asynchronous bulk support.

Integration pointSupported by Act-On?Common use casesHow Martini supports it
REST APIsYesRead and update Contacts, work with Marketing Lists, process form-related data, and retrieve selected campaign or activity information where supported by the account and API version.Martini can consume Act-On REST APIs in workflows, apply validation and transformations, and expose controlled APIs around Act-On operations.
Webhooks / outbound callbacksLimitedReceive notifications for selected marketing automation actions or events; coverage is not universal across Act-On objects and events.Martini can expose an API endpoint or webhook-consuming workflow, validate the callback, normalize the event, and route it to enterprise systems.
Bulk / batch processingLimitedProcess larger Contact or Marketing List exchanges through CSV workflows and selected API operations.Martini can orchestrate scheduled batch jobs, paginate API requests, stage files, validate rows, and reconcile rejected items. Dedicated asynchronous bulk coverage must be verified per resource.
File import/exportLimitedExchange Contacts and Marketing Lists through CSV files when API operations are unavailable or periodic business-user file exchange is preferred.Martini can process supported files, validate headers and encoding, transform rows, manage duplicate handling, and produce reconciliation results.
AuthenticationYesAuthenticate Act-On API clients using OAuth 2.0 application credentials and bearer access tokens.Martini can store client credentials and tokens as secrets, apply bearer authentication to API requests, and support token refresh or reacquisition logic.
Incremental synchronizationLimitedRetrieve changed data using modified-date, activity-date, or other supported filters where available.Martini can persist checkpoints, use overlap windows, apply idempotent upserts, and fall back to scheduled reconciliation when reliable change markers are unavailable.
Database accessNot confirmedNo supported direct Act-On database or analytics access was verified.Martini should use Act-On APIs, callbacks, or supported file exports rather than assuming database connectivity.

How Act-On exposes data and business events

Act-On REST APIs

Act-On REST APIs provide programmatic access to marketing data and selected platform functions, including Contacts, Marketing Lists, form-related operations, and some campaign or activity resources. Resource coverage, permissions, and behavior depend on the Act-On API version and tenant configuration.

Martini implementation pattern

Martini implementation pattern: Martini authenticates with OAuth 2.0, invokes the required Act-On endpoint from a workflow, validates and transforms the response, applies business rules, and writes the result to another application or exposes a controlled API. Pagination, checkpoints, rate-limit handling, and retries are included where required.

Implementation sequence

Obtain an OAuth 2.0 access token using secured application credentials
Invoke the required Act-On REST resource
Follow the documented pagination or continuation behavior
Validate the response and normalize Act-On fields
Apply consent, identity, and routing rules
Write the transformed result to the target system and store progress

Act-On Webhook-Style Callbacks

Act-On supports outbound HTTP notifications for selected marketing automation actions or events. This support is partial, so available event types, payloads, retry behavior, and configuration must be confirmed for the customer’s edition and required object.

Martini implementation pattern

Martini implementation pattern: Martini exposes an API endpoint or webhook-consuming workflow, validates the incoming request and payload, records an event identifier or payload hash, and moves longer processing into an asynchronous workflow. It then maps the event to a CRM, warehouse, or customer-success process.

Implementation sequence

Receive the Act-On callback at a Martini API endpoint
Validate the request and required payload fields
Record the event identifier or payload hash for duplicate detection
Return a prompt response before lengthy processing
Map the event into the enterprise event model
Route the event and retry downstream failures through controlled handling

Act-On File Workflows

Act-On supports CSV-oriented Contact and Marketing List import and export workflows. File exchange is useful for periodic large datasets or cases where an API operation is unavailable, but it requires explicit handling of encoding, headers, validation, and reconciliation.

Martini implementation pattern

Martini implementation pattern: Martini stages the Act-On file, validates its structure and required fields, transforms rows into the target model, and submits or processes the result through the supported file mechanism. Rejected rows are reported separately and the batch is retained for traceability.

Implementation sequence

Receive or retrieve the Act-On CSV file
Validate encoding, delimiter, headers, and required fields
Stage the file with a batch identifier
Transform rows and normalize Contact or list values
Submit valid data through the supported Act-On file workflow
Produce a reconciliation report for rejected or duplicate rows

Act-On Scheduled Synchronization

Incremental synchronization can use supported modified-date, activity-date, or other filtering parameters. When a reliable change marker is unavailable, a scheduled reconciliation with overlap windows and idempotent updates provides a safer alternative.

Martini implementation pattern

Martini implementation pattern: A scheduler starts a workflow that reads the stored checkpoint, queries Act-On in bounded pages, maps results into the target schema, and advances the checkpoint only after successful processing. Overlap windows and stable identifiers protect against late-arriving changes and retries.

Implementation sequence

Start the workflow on a defined schedule
Read the prior checkpoint and configured overlap window
Retrieve changed Act-On data using supported filters
Map and validate each page of results
Upsert target records idempotently
Persist the new checkpoint and report failures for retry

Common Act-On integration patterns

Pattern 1: Synchronize CRM contacts to Act-On

When to use this pattern

Use this pattern when Salesforce, Microsoft Dynamics 365, or another CRM is the system of record for prospect and customer identity, while Act-On manages nurturing and audience execution. The workflow should preserve consent, use stable identity matching, and maintain Marketing List membership without creating duplicates.

Integration direction
Salesforce
Martini
Act-On
Example Mapping
Act-On FieldCanonical FieldTarget Field
emailAddresscontact.emailContact email
firstNamecontact.firstNameContact first name
lastNamecontact.lastNameContact last name
externalIdcontact.sourceIdContact external identifier
Martini implementation pattern

A scheduled or event-driven Martini workflow reads changed CRM Leads, Contacts, or Accounts, normalizes identity fields, checks consent and subscription status, and upserts Act-On Contacts. It then updates Marketing List memberships, records the Act-On identifier, and sends failed items to controlled retry and reconciliation handling.

Martini capabilities used
  • workflows
  • API consumption
  • data mapping
  • business rules
  • scheduled execution
  • error handling

Pattern 2: Route Act-On form submissions to enterprise systems

When to use this pattern

Use this pattern when Act-On Forms or supported callback events need to create or update CRM Leads or Contacts and notify downstream teams. It is appropriate when country, product interest, company size, consent, or duplicate status determines routing.

Integration direction
Act-On
Martini
Salesforce
Example Mapping
Act-On FieldCanonical FieldTarget Field
emaillead.emailLead.Email
companylead.organizationNameLead.Company
productInterestlead.interestLead.Product_Interest__c
sourcelead.sourceLead.LeadSource
Martini implementation pattern

Martini receives the supported Act-On callback or form-related payload, validates required fields and consent, deduplicates by email or external identifier, and applies routing rules before calling the CRM API. Duplicate events are ignored using an event key or payload hash, while transient downstream failures are retried.

Martini capabilities used
  • API exposure
  • webhook consumption
  • data validation
  • data mapping
  • business rules
  • retry handling

Pattern 3: Load Act-On campaign activity into Snowflake

When to use this pattern

Use this pattern when marketing and engagement data must be combined with customer, product, and revenue data for reporting. The workflow should account for pagination, late-arriving changes, stable Act-On identifiers, and any supported delete or status semantics.

Integration direction
Act-On
Martini
Snowflake
Example Mapping
Act-On FieldCanonical FieldTarget Field
contactIdmarketing.contactIdACT_ON_CONTACT_ID
activityDatemarketing.activityTimestampACTIVITY_TIMESTAMP
programIdmarketing.programIdPROGRAM_ID
statusmarketing.activityStatusACTIVITY_STATUS
Martini implementation pattern

A scheduled Martini workflow reads a high-water mark, retrieves supported Act-On Contact, campaign, program, or activity data in pages, and applies an overlap window. It transforms the payload into an analytics schema, deduplicates by stable identifiers and activity keys, writes to Snowflake, and advances the checkpoint only after successful completion.

Martini capabilities used
  • scheduled workflows
  • API consumption
  • pagination orchestration
  • data transformation
  • checkpoint management
  • monitoring

Pattern 4: Trigger Act-On programs from business events

When to use this pattern

Use this pattern when product registration, subscription change, renewal milestone, or support outcome should update an Act-On Contact, Marketing List, or supported program operation. Martini centralizes event normalization and business rules while Act-On performs marketing execution.

Integration direction
Business Application
Martini
Act-On
Example Mapping
Act-On FieldCanonical FieldTarget Field
customerIdcustomer.sourceIdContact external identifier
eventTypelifecycle.eventTypeMarketing activity or program input
subscriptionStatuscustomer.subscriptionStatusContact subscription field
eventTimestamplifecycle.occurredAtActivity timestamp
Martini implementation pattern

A Martini API or workflow receives the business event, validates its schema and consent implications, resolves the Act-On Contact, and invokes the supported Act-On REST operation or updates the appropriate Marketing List. Idempotency keys prevent duplicate program actions, and failed calls are retried with an operational audit trail.

Martini capabilities used
  • API exposure
  • event-driven workflows
  • data mapping
  • business rules
  • API consumption
  • idempotency
  • error handling

Applications commonly integrated with Act-On

Act-On can be integrated with adjacent enterprise applications to coordinate marketing audiences, engagement data, customer context, and analytics. The exact objects, fields, and event coverage should be confirmed for each customer’s Act-On edition and target application.

Application Scenario Direction Martini Pattern
Salesforce Synchronize Leads, Contacts, Accounts, marketing context, and selected engagement or qualification outcomes between the CRM and Act-On. Salesforce → Martini → Act-On Martini runs scheduled or event-driven workflows that retrieve CRM changes, applies consent and identity rules, upserts Act-On Contacts, and maintains Marketing List memberships. A reverse flow can retrieve supported Act-On activity and update Salesforce with retries and reconciliation.
Microsoft Dynamics 365 Send prospect and customer data to Act-On for nurturing and return selected engagement or qualification data to Dynamics. Microsoft Dynamics 365 → Martini → Act-On Martini consumes Dynamics APIs and Act-On REST APIs, normalizes identity and consent fields, routes records by business rules, and records failed updates for retry. Confirm resource and event coverage in both tenant configurations.
NetSuite Use customer, lead, and subscription information to drive targeted marketing and return selected campaign outcomes to commercial operations. NetSuite → Martini → Act-On A scheduled Martini workflow extracts relevant NetSuite data, maps it to Act-On Contacts and Marketing Lists, and applies subscription and deduplication rules. Supported Act-On results can be transformed back into NetSuite fields or a staging store.
ServiceNow Use customer or service-lifecycle information to tailor communications and marketing programs. ServiceNow → Martini → Act-On Martini receives or retrieves ServiceNow data, filters records according to lifecycle and consent rules, and updates Act-On audiences through REST workflows. Selected Act-On outcomes can be routed back to ServiceNow when the business process requires it.
Zendesk Use support status and customer context to suppress, tailor, or segment Act-On communications. Zendesk → Martini → Act-On Martini retrieves Zendesk customer or support data, applies suppression and audience rules, and updates Act-On Contacts or Marketing Lists. Idempotent matching and explicit handling of blank consent values prevent accidental overwrites.
Jira Coordinate product, issue, or release-related audience communications with Act-On campaigns. Jira → Martini → Act-On A Martini workflow consumes selected Jira data, maps product or release attributes to Act-On segmentation fields, and updates the relevant Contacts or Marketing Lists. Validation and retry handling isolate malformed issues or unavailable Act-On resources.
Snowflake Combine Act-On marketing and engagement data with customer, product, and revenue information for analytics. Act-On → Martini → Snowflake Martini performs scheduled, paginated extraction from Act-On, maintains a high-water mark with an overlap window, transforms payloads into an analytics schema, and writes them to Snowflake through an approved ingestion path.

How to build a Act-On integration in Martini

Objective

Establish Act-On access using the tenant’s OAuth 2.0 application configuration and confirm the permitted resources and scopes before building workflows.

Instructions in Martini

  • Register or obtain the Act-On application credentials
  • Store client credentials and tokens in Martini secrets
  • Configure bearer-token authentication for Act-On requests
  • Confirm the API version, base URL, permissions, and resource coverage

Objective

Select the trigger that matches the integration’s latency and volume requirements while accounting for Act-On’s partial callback coverage.

Instructions in Martini

  • Use an Act-On callback endpoint for supported event-driven scenarios
  • Use a scheduler for incremental or batch synchronization
  • Use a file-triggered workflow for CSV exchanges where appropriate
  • Define the checkpoint, batch identifier, or event key

Objective

Acquire Act-On data or events reliably and preserve enough context for replay, reconciliation, and duplicate detection.

Instructions in Martini

  • Receive and validate supported webhook-style notifications
  • Call the relevant REST resources with bounded pagination
  • Stage incoming CSV files before processing
  • Persist identifiers, timestamps, and request context

Objective

Use Martini workflows to coordinate calls across Act-On and enterprise applications, including conditional routing and asynchronous processing where needed.

Instructions in Martini

  • Separate receipt of an event from lengthy downstream processing
  • Add conditional branches for consent, audience, and business status
  • Sequence Act-On calls and target-system writes
  • Apply bounded concurrency to protect API quotas

Objective

Convert Act-On Contacts, Marketing Lists, Forms, or activity data into a canonical model and target-specific schema.

Instructions in Martini

  • Normalize email addresses, dates, enumerations, and identifiers
  • Map custom Contact fields explicitly rather than positionally
  • Preserve Act-On identifiers and source-system identifiers
  • Validate required fields before writing target data

Objective

Protect marketing permissions and operational data quality while determining whether records should be created, updated, suppressed, or rejected.

Instructions in Martini

  • Check opt-in, opt-out, subscription, and suppression values
  • Apply duplicate and identity-matching rules
  • Route records by country, product interest, or lifecycle state
  • Avoid overwriting nonblank consent with blank or stale source values

Common Act-On data objects used in integrations

ObjectTypical UseCommon target systemsMartini handling
ContactsProspect and customer information used for marketing activity, segmentation, scoring, and campaign participation.Salesforce, Microsoft Dynamics 365, NetSuite, Snowflake, ZendeskMartini matches Contacts by stable Act-On identifiers, external IDs, or normalized email addresses; applies consent rules and maps fields to target schemas before idempotent upserts.
Marketing ListsOrganize Contacts for targeting, campaign execution, and audience management.Salesforce, Microsoft Dynamics 365, Snowflake, customer data platformsMartini synchronizes list membership after validating Contact identity, tracks batch outcomes, and reconciles failures without duplicating memberships.
FormsCollect prospect information and update Contact data or trigger marketing actions.Salesforce, Microsoft Dynamics 365, ServiceNow, customer data platformsMartini receives supported form-related data or callbacks, validates required fields and consent, applies routing rules, and sends normalized submissions to downstream APIs.
Landing PagesHosted marketing pages associated with campaigns, forms, and conversion activity.Snowflake, Salesforce, analytics platformsMartini can retrieve supported landing-page or conversion-related data through available Act-On resources and map it into campaign or analytics models.
ProgramsAutomated marketing workflows that manage Contact progression and actions.Salesforce, Snowflake, customer-success platformsMartini can coordinate supported program-related operations or activity extraction, preserve identifiers, and route outcomes according to business rules.
Email MessagesMarketing email assets used in campaigns, programs, and outbound communication.Snowflake, Salesforce, reporting platformsMartini processes supported email or campaign data into reporting schemas and maintains checkpoints and deduplication for scheduled extraction.

Authentication and security considerations

OAuth 2.0 authentication

Act-On API integrations use OAuth 2.0-style application authentication. The integration should confirm the tenant’s application registration requirements, token endpoints, scopes, permissions, and API version before implementation.

Credential protection

Store Act-On client credentials and access tokens in Martini secrets rather than embedding them in workflows. Limit permissions to the resources required by the integration and refresh or reacquire tokens according to Act-On’s token lifecycle.

Marketing permissions

Consent, opt-in, opt-out, subscription, and suppression values are business-critical. Workflows should preserve these values and avoid replacing valid consent data with blank or stale source values.

Inbound callback protection

For Act-On callbacks, validate the request and payload using the controls available in the Act-On configuration, record event identifiers or payload hashes, and move lengthy processing behind the receiving API.

Operational considerations for Act-On integrations

Rate limits and pagination

Confirm Act-On quotas and endpoint-specific pagination behavior. Use bounded concurrency, exponential backoff for transient failures, and persisted progress for long-running extractions.

Idempotency and retries

Use stable Act-On identifiers or normalized email matching with an external source identifier. Retry safely so that repeated requests do not create duplicate Contacts, Marketing List memberships, or downstream records.

Schema and tenant differences

Custom Contact fields, API resources, permissions, filtering semantics, webhook coverage, and batch limitations can vary by tenant, edition, and API version. Maintain explicit, versioned field maps and validate enumerated values.

File reconciliation

CSV workflows should define encoding, delimiter, quoting, date formats, required headers, and batch identifiers. Stage files before updates and produce an error file or reconciliation report for rejected rows.

Testing and monitoring

Test representative Contacts, custom fields, consent states, duplicate events, rate-limit responses, and partial failures in a non-production context. Monitor workflow logs, checkpoint movement, rejected records, and retry queues.

Why use Martini instead of scripts or point-to-point integrations?

Centralized orchestration

Martini coordinates Act-On API calls, callback handling, file processing, target-system writes, and business rules in workflows rather than scattering logic across scripts or point-to-point integrations.

Reusable integration assets

Teams can expose controlled APIs, reuse authentication and transformation logic, and maintain canonical mappings for Contacts, Marketing Lists, Forms, and activity data.

Reliable operations

Martini provides structured workflow execution for scheduling, validation, retries, checkpointing, error handling, and monitoring. This supports safer incremental synchronization and batch reconciliation than isolated scripts.

Flexible implementation

Martini can consume Act-On REST APIs, receive selected callbacks, process supported CSV workflows, and connect the resulting data to other APIs, databases, files, and enterprise applications without assuming a direct Act-On database connection.

Frequently asked questions

How can Act-On be integrated with enterprise systems?

Act-On can be integrated through its REST APIs, OAuth 2.0 authentication, selected webhook-style outbound notifications, and CSV-based Contact or Marketing List import and export workflows. Scheduled, event-driven, and batch designs can connect Act-On with CRMs, data warehouses, customer-success platforms, and other enterprise applications.

Can Martini integrate with Act-On?

Yes. Martini can consume Act-On REST APIs, receive selected Act-On callback events through an exposed API, process supported files, and orchestrate workflows that map Act-On data to enterprise systems. Exact resource, event, and permission coverage should be confirmed for the customer’s Act-On tenant and API version.

Do I need a connector to integrate Act-On with Martini?

No. A dedicated Act-On connector is not required. Martini can integrate with Act-On using its confirmed native REST APIs, OAuth 2.0 authentication, supported webhook-style callbacks, and CSV file mechanisms.

Is there any extra Lonti cost to integrate Act-On with Martini?

Lonti does not charge an additional per-connector or per-vendor fee to integrate Act-On. The integration is subject to the provisioned capacity of the Martini environment. Separate costs may apply from Act-On, cloud infrastructure providers, or other third-party systems based on subscriptions, usage, and deployment arrangements.

Which Act-On integration methods should be used?

REST APIs are the primary method for current programmatic integrations. Use selected webhook-style callbacks for supported event scenarios and CSV workflows for periodic or larger Contact and Marketing List exchanges. GraphQL and current SOAP APIs were not confirmed, and direct database access should not be assumed.

Can Act-On send events or webhooks to Martini?

Act-On supports webhook-style outbound notifications for selected actions or events, but coverage is not universal. Martini can expose an endpoint to receive those callbacks, validate and deduplicate them, and route the resulting event through a workflow. Event types, payloads, and retry behavior should be verified for the relevant Act-On edition.

How does Martini synchronize Act-On data?

Martini can use supported modified-date, activity-date, cursor, or other filters for incremental synchronization, with scheduled reconciliation when reliable change markers are unavailable. It can persist checkpoints, use overlap windows, paginate requests, map fields, apply idempotent upserts, and process CSV batches with reconciliation reporting.

Can Martini expose an API façade for Act-On?

Yes. Martini can expose a controlled REST API that hides Act-On-specific authentication, resource details, transformations, and business rules from internal applications. The façade can validate requests, orchestrate Act-On operations, return a canonical response, and centralize error handling and monitoring.

Related Martini documentation

APIs

Workflows

Security

Reliability

Data

Connect Act-On with your enterprise systems

Use Martini to build maintainable Act-On integrations around REST APIs, selected callbacks, OAuth 2.0, scheduled synchronization, and validated file workflows.

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