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

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Actions

Create Company

Name: createCompany

Creates a new company.

Properties

Name	Label	Type	Control Type	Description	Required
__item	Company	OBJECT Properties {STRING(name), STRING(website), STRING(phone), STRING(comments)}	OBJECT_BUILDER		null

Output

Type: OBJECT

Properties

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

JSON Example

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

Create Contact

Name: createContact

Creates a new contact.

Properties

Name	Label	Type	Control Type	Description	Required
__item	Contact	OBJECT Properties {STRING(firstname), STRING(surname), STRING(company_id), STRING(phone), STRING(email)}	OBJECT_BUILDER		null

Output

Type: OBJECT

Properties

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

JSON Example

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

Create Task

Name: createTask

Creates a new task.

Properties

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

Output

Type: OBJECT

Properties

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

JSON Example

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