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Accelo + ConvertKit

Create sales in Accelo for new tag subscribers in ConvertKit

Streamline your sales process with this workflow. When a new subscriber tags in ConvertKit, this automation ensures that a sale is created inside Accelo instantly. It saves you time and maintains consistency, allowing you to focus on nurturing your sales lead rather than manual data entry. It's a simple yet effective solution for businesses aiming to increase operational efficiency.

Streamline your sales process with this workflow. When a new subscriber tags in ConvertKit, this automation ensures that a sale is created inside Accelo instantly. It saves you time and maintains consistency, allowing you to focus on nurturing your sales lead rather than manual data entry. It's a simple yet effective solution for businesses aiming to increase operational efficiency.

  1. When this happens...
    ConvertKitConvertKit
    New Tag Subscriber

    Triggers when a specific tag is added to a subscriber.

    TriggerInstant
  2. automatically do this!
    AcceloAccelo
    Create Sale

    Creates a new sale. If the sale's contact does not exist, a new one will be created for you.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • SequenceRequired

    Trigger
    Instant
    Try It
    • TagRequired

    Trigger
    Instant
    Try It
    • FormRequired

    • EmailRequired

    • First Name

    • Optin to Sequence

    Action
    Write
  • ConvertKit triggers, actions, and search

    New Purchase

    Triggers when a new purchase is added to your account.

    Trigger
    Instant
    Try It
  • ConvertKit triggers, actions, and search

    New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

    Trigger
    Instant
    Try It
  • ConvertKit triggers, actions, and search

    New Unsubscribe

    Triggers when a subscriber unsubscribes from your emails.

    Trigger
    Instant
    Try It
    • Transaction IDRequired

    • EmailRequired

    • Subtotal

    • Tax

    • Shipping

    • Discount

    • Total

    • Currency

    • Transaction Time

    • Status

    • Product nameRequired

    • Product IDRequired

    • Product SKU

    • Product price

    • Product quantity

    Action
    Write
accelo logo
accelo logo

About Accelo

Accelo manages all your client work in one place, making your business more profitable and you less stressed.
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  • Project Management

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convertkit logo
convertkit logo

About ConvertKit

ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.

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