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Category: Actcessories
September 27 2023

Since early 2016, the Knowtifier has delivered on the promise of reliable automation for Act! users. The Knowtifier has generated hundreds of thousands of birthday & anniversary greetings, renewal reminders for warranties, service contracts, subscriptions, mortgages, and insurance contracts,  as well as pipeline notifications and meeting reminders. 

The use cases for the Knowtifier were, quite literally, endless.

In fact, over the last seven years, the only limit for the Knowtifier has been that it only worked with local installations of the Act!. Users had to have Act! installed on their workstations for the Knowtifier to connect to their database, making this reliable automation tool unavailable to the increasing number of web users on Act! Premium Cloud.

Well, not anymore.

Keystroke is pleased to announce that the new Knowtifier API will be released on October 10th, and web users will love it.

The Knowtifier API offers almost all the features of the original Knowitifer version, save for field triggers and a few complex query operators. The Knowtifier API connects to the cloud database via the Act! Web API, and can still be configured to send one or more notifications to contacts based on date fields in the Act! contact & opportunity table, as well as custom tables.  The Knowtifier API can also record the Histories of these notifications, as well as create follow-up activities in Act!. 

It still must be installed on a Windows computer, but it no longer requires Act! to be installed with it.

Whether you use the original or new API version, the Knowtifier makes you more organized and accountable to your customers. For years Keystroke has used the Knowtifier internally to remind customers of upcoming renewals for their Act! & add-on subscriptions, as well as support, domain, and hosting contract renewals.  Over 150,000 notifications are sent annually, which has allowed us to manage our growing business with little or no human intervention.

Here are some fast facts on the Knowtifier that every Act! user should know:

  • You only need the Knowtifier installed on one computer for one database.
  • The Knowtifier can trigger off Contact & Opportunity fields or Custom Table Fields.
  • Supports OAuth for Office 365 and Gmail accounts
  • The Knowtifier runs as a service, so even if your computer is restarted after a power outage or Windows update, the Knowtifier will continue to work at the Windows login screen.
  • It can be configured to provide multiple notifications that countdown toward a date field
  • It can be configured to ensure you never miss another customer's birthday or anniversary again.
  • Create your own beautiful HTML emails without subscribing to a service provider for delivery. Our built-in HTML Editor is as easy to use as MS Word, and can be used to copy in source HTML code, or create from scratch. Easily embed graphics or company logos into HTML emails that allow you to merge customer data from the contact or custom tables.
  • It can be configured to send internal reports to managers, alerting them to upcoming renewals
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The best feature of the Knowtifier is simply this... it Works!

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The Knowtifier is an annual subscription and is licensed per database, so typically only one is needed per account.

 

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Who we are?

Specializing in CRM software for small to medium sized businesses, through expert counsel, deployment, hosting, support, and development services.

Delivering fruitful CRM solutions since 1994, Keystroke is the #1 Act! Reseller in the World and Master Act! Distributor for Canada.

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Toronto   500 Gordon Baker Rd. Toronto, ON, M2H 3B4
Toll Free : 800.857.0558
Office : 416.499.3090
Fax : 416.499.1090

Kitchener   250 Woolwich St. S. Breslau, ON N0B 1M0
Toll Free : 800.939.4737 Ext. 1
Office : 519.579.1408

 
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