Accelo

accelo is a client work management platform for professional services, enabling users to manage projects, sales, tickets, billing, and retainers integrating accelo with make com allows automated syncing of client data, project updates, and invoice management across business tools this is ai generated content based on official accelo documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www accelo com/company/support policy/ directly requirements to use the accelo app in make, you must have an active accelo account and register your application to obtain a client id and client secret, https //www accelo com for subscription, refer to the https //www accelo com connect accelo and {{product name}} to get started, you must first create a connection between accelo and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your accelo account create the connection in make obtain your oauth2 credentials in your accelo account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your accelo account to obtain your oauth2 credentials navigate to configuration > api in the main menu click register application enter the callback uri https //www integromat com/oauth/cb/accelo copy the client id displayed on screen copy the client secret displayed on screen copy the subdomain from your deployment's url, which appears as the part before accelo com in your browser's address bar you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //api accelo com/docs/ create the connection in {{product name}} https //www make com/en/register , add the accelo module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your accelo account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page accelo modules after connecting to the accelo app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a contact creates a new contact record in your selected application create a prospect adds a new prospect record to your database or crm system create a request creates a new request record in the system create a timer creates a new countdown timer for tracking a specific duration delete a contact permanently removes a specified contact from your account delete a prospect permanently removes a selected prospect from your database delete a timer removes an existing timer from your account get a contact fetches detailed information about a specific contact get a prospect fetches detailed information about a specific prospect get a request retrieves the details of a specific request get a timer fetches the details of a specific timer make an api call executes a custom api request to the connected service using your authorized credentials pause a timer temporarily stops the countdown on a selected timer search contacts searches for specific contacts or retrieves a complete list of all contacts search prospects searches for specific prospects or retrieves a complete list of all prospects search requests searches for specific requests or retrieves a complete list of all requests search timers searches for specific timers or retrieves a list of all existing timers start a timer initiates a countdown timer that begins tracking a specified duration update a contact updates the details of an existing contact note the 'erase' function cannot be used with certain fields update a prospect updates the details of an existing prospect; note that the 'erase' function cannot be used with certain fields update a request updates an existing request, but note that the 'erase' function cannot be used with certain parameters update a timer updates the settings of an existing timer, except for certain parameters where the 'erase' function is not available watch new request triggers when a new request is submitted in your system watch task assigned triggers when a new task is assigned to a user templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} accelo resources you can have access to more resources related to this app on the following links https //www accelo com https //accelo github io/docs/#introduction https //www make com/en/integrations/accelo