Accelo

Reference

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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]

Version: 1

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Connections

Version: 1

OAuth2 Authorization Code

Properties

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

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Actions

Create company

Creates a new company

Properties

Name	Type	Control Type	Description
Name	STRING	TEXT	The name of the company
Website	STRING	TEXT	The company’s website.
Phone	STRING	TEXT	A contact phone number for the company.
Comments	STRING	TEXT	Any comments or notes made against the company.

Output

Type: OBJECT

Properties

Type	Control Type
{STRING(id), STRING(name)}	OBJECT_BUILDER
{STRING(more_info), STRING(status), STRING(message)}	OBJECT_BUILDER

Create contact

Creates a new contact

Properties

Name	Type	Control Type	Description
First name	STRING	TEXT	The firstname of the contact.
Last name	STRING	TEXT	The lastname of the contact.
Company	STRING	SELECT	This is the company the new affiliated contact will be associated with.
Phone	STRING	TEXT	The contact’s phone number in their role in the associated company.
Email	STRING	EMAIL	The contact’s email address.
Position	STRING	TEXT	The contact’s position in the associated company.

Output

Type: OBJECT

Properties

Type	Control Type
{STRING(id), STRING(firstname), STRING(surname), STRING(email)}	OBJECT_BUILDER
{STRING(more_info), STRING(status), STRING(message)}	OBJECT_BUILDER

Create task

Creates a new task

Properties

Name	Type	Control Type	Description
Title	STRING	TEXT
Against type	STRING	SELECT	The type of object the task is against.
Against object	STRING	SELECT	Object the task is against.
Start date	DATE	DATE	The date the task is is scheduled to start.

Output

Type: OBJECT

Properties

Type	Control Type
{STRING(id), STRING(title)}	OBJECT_BUILDER
{STRING(more_info), STRING(status), STRING(message)}	OBJECT_BUILDER