Accelo + LaunchBay

Create new Accelo requests from new LaunchBay helpdesk ticket submissions

Simplify your customer support process with this integration. When a helpdesk ticket is submitted in LaunchBay, a corresponding request is created in Accelo. This workflow keeps your communications streamlined, swiftly addressing issues raised by clients or team members. Enhance productivity and stay on top of requests with this seamless automation.

When this happens...
Helpdesk Ticket SubmissionTriggers when a client submits a helpdesk ticket
TriggerInstant
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Create RequestTriggers when a new request is created.
ActionWrite

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More things you can do with LaunchBay and Accelo

Discover other triggers and actions you can use with LaunchBay and Accelo

Client Chat Message
Triggers when a client adds a message in a project's chat
Trigger
Instant
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File Uploaded
Triggers when a file is uploaded to a project.
Trigger
Instant
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Tag Added
Triggers when a tag is added to a project.
Trigger
Instant
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Ticket Message
Triggers when someone adds a message to a helpdesk ticket
Trigger
Instant
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- Meeting Title
  Required
- Meeting Attendee Email Addresses (Used to look up the project for this meeting)
- Project ID
- Event ID
- Meeting Transcript or Summary
  Required
- Generate a summary of this meeting using AI
  Required
Action
Write

- Project Name
- Or: Project Owner Email
- Client Email (single)
- Client Name (single)
- Client Emails (multiple)
- Client Names (multiple)
- Immediately assign tasks to client(s)?
- Tags
- Custom field values
Action
Write
- Project Name
  Required
- Task Title
  Required
- Task Description
- Client Email
- Client Name
- Status
  Required
Action
Write

- Meeting Title
  Required
- Meeting Attendee Email Addresses (Used to look up the project for this meeting)
- Project ID
- Scheduled At
  Required
- Duration (minutes)
- Call-in Info
- Event ID
Action
Write
New Request
Triggers when a new request is created.
Trigger
Instant
Try It
- Type
  Required
- Subject
  Required
- Body
  Required
- Email
  Required
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Company Name
- Position
- Company Phone
- Company Fax
- Company Website
- Company Comments
- Send on Behalf of Contact
Action
Write
- Subject
  Required
- Initial Seconds
- Auto Start
Action
Write
- Resource URL
  Required
Action
Search

Client Added or Updated
Triggers when a client in your client directory is added or updated.
Trigger
Instant
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- Form
  Required
Trigger
Instant
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Task Status Change
Triggers when the status of a client task changes.
Trigger
Instant
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Helpdesk Ticket Submission
Triggers when a client submits a helpdesk ticket
Trigger
Instant
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- Project ID
  Required
- Subject
  Required
- Body
Action
Write
- Project Name
  Required
- Task Title
  Required
- Stage Name
- Task Description
- Client Email
- Client Name
- Files
- Filenames
- Files need approval?
- Active?
  Required
- Assign all clients to task?
- Due Date
- Enable reminder emails?
- Internal Task?
Action
Write
- Field to search against
  Required
- Search
  Required
- Exact Match
  Required
Action
Write
Task Assigned
Triggers when a task is assigned.
Trigger
Instant
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- Email
  Required
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Comments
- Position
- Company Name
- Company Website
- Company Phone
- Company Fax
- Company Comments
Action
Write
- Title
  Required
- Type
  Required
- Email
  Required
- Salesperson
- Comments
- Value
- Rating
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Position
- Company Name
- Company Phone
- Company Fax
- Company Website
- Company Comments
Action
Write
Pause Timers
Pauses any active timers.
Action
Write

About Accelo

Accelo is a unified professional services software platform designed to manage clients, projects, resources, finances, and insights, all in one place.

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About LaunchBay

LaunchBay is a client onboarding automation platform for B2B software & marketing companies. Onboard faster, scale smarter.

Learn moreLearn moreHelpHelp

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Project Management