Accelo

Accelo is a cloud-based platform designed to streamline operations for service businesses by integrating project management, CRM, and billing functionalities into one unified system.

Categories: CRM, Project Management

Type: accelo/v1

Connections

Version: 1

OAuth2 Authorization Code

Properties

Name	Label	Type	Description	Required
deployment	Deployment	STRING	`Actual deployment identifier or name to target a specific deployment within the Accelo platform.`	true
clientId	Client Id	STRING		true
clientSecret	Client Secret	STRING		true

Actions

Create Company

Name: createCompany

Creates a new company.

Properties

Name	Label	Type	Description	Required
name	Name	STRING	`The name of the company.`	true
website	Website	STRING	`The company's website.`	false
phone	Phone	STRING	`A contact phone number for the company.`	false
comments	Comments	STRING	`Any comments or notes made against the company.`	false

Example JSON Structure

{
  "label" : "Create Company",
  "name" : "createCompany",
  "parameters" : {
    "name" : "",
    "website" : "",
    "phone" : "",
    "comments" : ""
  },
  "type" : "accelo/v1/createCompany"
}

Output

Type: OBJECT

Properties

Name	Type	Description
response	OBJECT Properties {STRING(id), STRING(name)}
meta	OBJECT Properties {STRING(more_info), STRING(status), STRING(message)}

Output Example

{
  "response" : {
    "id" : "",
    "name" : ""
  },
  "meta" : {
    "more_info" : "",
    "status" : "",
    "message" : ""
  }
}

Create Contact

Name: createContact

Creates a new contact.

Properties

Name	Label	Type	Description	Required
firstname	First Name	STRING	`The first name of the contact.`	false
surname	Last Name	STRING	`The last name of the contact.`	false
company_id	Company ID	STRING	`ID of the company to which the newly affiliated contact will be linked.`	true
phone	Phone	STRING	`The contact's phone number in their role in the associated company.`	false
email	Email	STRING	`The contact's position in the associated company.`	false

Example JSON Structure

{
  "label" : "Create Contact",
  "name" : "createContact",
  "parameters" : {
    "firstname" : "",
    "surname" : "",
    "company_id" : "",
    "phone" : "",
    "email" : ""
  },
  "type" : "accelo/v1/createContact"
}

Output

Type: OBJECT

Properties

Name	Type	Description
response	OBJECT Properties {STRING(id), STRING(firstname), STRING(lastname), STRING(email)}
meta	OBJECT Properties {STRING(more_info), STRING(status), STRING(message)}

Output Example

{
  "response" : {
    "id" : "",
    "firstname" : "",
    "lastname" : "",
    "email" : ""
  },
  "meta" : {
    "more_info" : "",
    "status" : "",
    "message" : ""
  }
}

Create Task

Name: createTask

Creates a new task.

Properties

Name	Label	Type	Description	Required
title	Title	STRING		true
against_type	Against Type	STRING Options company, prospect	`The type of object the task is against.`	true
against_id	Against Object ID	STRING Depends On against_type	`ID of the object the task is against.`	true
date_started	Start Date	DATE	`The date the task is is scheduled to start.`	true

Example JSON Structure

{
  "label" : "Create Task",
  "name" : "createTask",
  "parameters" : {
    "title" : "",
    "against_type" : "",
    "against_id" : "",
    "date_started" : "2021-01-01"
  },
  "type" : "accelo/v1/createTask"
}

Output

Type: OBJECT

Properties

Name	Type	Description
response	OBJECT Properties {STRING(id), STRING(title)}
meta	OBJECT Properties {STRING(more_info), STRING(status), STRING(message)}

Output Example

{
  "response" : {
    "id" : "",
    "title" : ""
  },
  "meta" : {
    "more_info" : "",
    "status" : "",
    "message" : ""
  }
}

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