Accelo + Paperless Forms
Create or update Accelo contacts from new Paperless Forms entries
Effortlessly manage your contacts with this Paperless Forms to Accelo workflow. When you receive a new entry in Paperless Forms, a contact will be created or updated in Accelo, keeping your CRM up-to-date and organized. Save time and ensure accurate data by automating this important task.
Effortlessly manage your contacts with this Paperless Forms to Accelo workflow. When you receive a new entry in Paperless Forms, a contact will be created or updated in Accelo, keeping your CRM up-to-date and organized. Save time and ensure accurate data by automating this important task.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create/Update Contact
Creates a new contact or updates a contact if it already exists.
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Form Name
Try ItNew Request
Triggers when a new request is created.
Try ItTypeRequired
SubjectRequired
BodyRequired
EmailRequired
First Name
Last Name
Mobile
Phone
Fax
Company Name
Position
Company Phone
Company Fax
Company Website
Company Comments
Send on Behalf of Contact
SubjectRequired
Initial Seconds
Auto Start
Task Assigned
Triggers when a task is assigned.
Try ItEmailRequired
First Name
Last Name
Mobile
Phone
Fax
Comments
Position
Company Name
Company Website
Company Phone
Company Fax
Company Comments
TitleRequired
TypeRequired
EmailRequired
Salesperson
Comments
Value
Rating
First Name
Last Name
Mobile
Phone
Fax
Position
Company Name
Company Phone
Company Fax
Company Website
Company Comments
Pause Timers
Pauses any active timers.
