Accelo and Salesflare
Operations automation system for service businesses.
How to connect Accelo
- Via Zapier — 8 operations available. Set it up ↗
- Via Make — 24 modules available. Set it up ↗
What you can automate
- When new Task Assigned in Accelo, create a task in Salesflare.
About Accelo
Accelo manages all your client work in one place, making your business more profitable and you less stressed.
Accelo operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Request — Triggers when a new request is created.
- Task Assigned — Triggers when a task is assigned.
Actions (5)
Things Salesflare can make it do
- Create Request — Creates a new request. If the request's contact does not exist, a new one will be created for you.
- Create Sale — Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
- Create Timer — Starts a new timer.
- Create/Update Contact — Creates a new contact or updates a contact if it already exists.
- Pause Timers — Pauses any active timers.
Searches (1)
Look up existing records
- Lookup Webhook Resource — Lookup a webhook's resource.
Accelo operations on Make
Triggers (2)
Start a workflow when this happens
- Watch New Request — Triggers when a new request has been created.
- Watch Task Assigned — Triggers when a task has been assigned.
Actions (18)
Things Salesflare can make it do
- Create a Contact — Creates a new contact.
- Create a Prospect — Creates a new prospect.
- Create a Request — Creates a new request.
- Create a Timer — Creates a new timer.
- Delete a Contact — Deletes a contact.
Show 13 more actions
- Delete a Prospect — Deletes a prospect.
- Delete a Timer — Deletes a timer.
- Get a Contact — Retrieves a contact.
- Get a Prospect — Retrieves a prospect.
- Get a Request — Retrieves a request.
- Get a Timer — Retrieves a timer.
- Make an API Call — Performs an arbitrary authorized API call.
- Pause a Timer — Pauses a timer.
- Start a Timer — Starts a timer.
- Update a Contact — Updates a contact. The function 'Erase' is not supported in some parameters.
- Update a Prospect — Updates a prospect. The function 'Erase' is not supported in some parameters.
- Update a Request — Updates a request. The function 'Erase' is not supported in some parameters.
- Update a Timer — Updates a timer. The function 'Erase' is not supported in some parameters.
Searches (4)
Look up existing records
- Search Contacts — Searches for contacts or lists them all.
- Search Prospects — Searches for prospects or lists them all.
- Search Requests — Searches for requests or lists them all.
- Search Timers — Searches for timers or lists them all.
Screenshots
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