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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

NameLabelTypeControl TypeDescriptionRequired
deploymentDeploymentSTRINGTEXTActual deployment identifier or name to target a specific deployment within the Accelo platform.true
clientIdClient IdSTRINGTEXTtrue
clientSecretClient SecretSTRINGTEXTtrue

Actions

Create Company

Name: createCompany

Creates a new company.

Properties

NameLabelTypeControl TypeDescriptionRequired
__itemCompanyOBJECT
Properties {STRING(name), STRING(website), STRING(phone), STRING(comments)}
OBJECT_BUILDERnull

Output

Type: OBJECT

Properties

NameTypeControl Type
bodyOBJECT
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

NameLabelTypeControl TypeDescriptionRequired
__itemContactOBJECT
Properties {STRING(firstname), STRING(surname), STRING(company_id), STRING(phone), STRING(email)}
OBJECT_BUILDERnull

Output

Type: OBJECT

Properties

NameTypeControl Type
bodyOBJECT
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

NameLabelTypeControl TypeDescriptionRequired
titleTitleSTRINGTEXTtrue
against_typeAgainst TypeSTRING
Options company, prospect
SELECTThe type of object the task is against.true
against_idAgainst Object IDSTRING
Depends On against_type
SELECTID of the object the task is against.true
date_startedStart DateDATEDATEThe date the task is is scheduled to start.true

Output

Type: OBJECT

Properties

NameTypeControl Type
responseOBJECT
Properties {STRING(id), STRING(title)}
OBJECT_BUILDER
metaOBJECT
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"
}