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"
}

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"
}

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"
}

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" : ""
  }
}

What to do if your action is not listed here?

If this component doesn't have the action you need, you can use Custom Action to create your own. Custom Actions empower you to define HTTP requests tailored to your specific requirements, allowing for greater flexibility in integrating with external services or APIs.

To create a Custom Action, simply specify the desired HTTP method, path, and any necessary parameters. This way, you can extend the functionality of your component beyond the predefined actions, ensuring that you can meet all your integration needs effectively.

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