Accelo + RevBoss Integrations

How to connect Accelo + RevBoss

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Task Assigned
Triggers when a task is assigned.
Trigger
Instant
New Request
Triggers when a new request is created.
Trigger
Instant
Create/Update Contact
Creates a new contact or updates a contact if it already exists.
Action
Write
Create Request
Creates a new request. If the request's contact does not exist, a new one will be created for you.
Action
Write
Create Sale
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
Action
Write
Create Timer
Starts a new timer.
Action
Write
Pause Timers
Pauses any active timers.
Action
Write
Lookup Webhook Resource
Lookup a webhook's resource.
Action
Search
RevBoss
Triggers when a Prospect completes a specified event.
Instant
Trigger
RevBoss
Creates a new contact in RevBoss.
Scheduled
Action
RevBoss
Adds a new contact to suppression RevBoss and tags it as a lead if it exists.
Scheduled
Action

Step 1: Authenticate Accelo and RevBoss.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.