Accelo + Simplero

Accelo + Simplero integrations

Manage new Accelo requests by creating or updating contacts in Simplero

Streamline your customer relationship management with this efficient workflow. When a new request gets registered in Accelo, it will instantly create or update contact in Simplero. This automation not only saves you time but ensures your customer information stays consistent across both platforms. A seamless way to keep track of customer requests and manage your contacts in one workflow.

When this happens...
New RequestTriggers when a new request is created.
TriggerInstant
automatically do this!
Create or Update ContactAdd a new contact or optionally update the information about a contact in Simplero.
ActionWrite

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More things you can do with Accelo and Simplero

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

Task Assigned
Triggers when a task is assigned.
Trigger
Instant
Try It
- 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
Delete Purchase
Fired when a purchase expires, is canceled, or is refunded.
Trigger
Instant
Try It

- Which List
  Required
Trigger
Instant
Try It
- Which Tag
  Required
Trigger
Instant
Try It

- Tag
  Required
- Email
  Required
Action
Write
- Email
  Required
- Name
- Override Existing Value?
- Note
- Affiliate ref
Action
Write
- Tag
  Required
- Email
  Required
Action
Write
- List Name
  Required
- Contact Name
  Required
- Email Address
  Required
- IP Address
- Tags
- Track
- Affiliate ID or Ref
- Auto Responses Start At
- GDPR Consent
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- UTM Adgroup
- UTM Keyword
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
New Purchase
Will be fired whenever a new purchase is made in Simplero.
Trigger
Instant
Try It
- Which Tag
  Required
Trigger
Instant
Try It
- Which List
  Required
Trigger
Instant
Try It
- Email
  Required
- Point type
  Required
- Amount
  Required
- Note
Action
Write
- Product
  Required
- First Name(s)
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- Automation
  Required
- Contact
- Contact Email
Action
Write
- Simplero List
  Required
- Customer
  Required
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 Simplero

Integrated software for info marketing and online courses. Email marketing, billing, membership sites, and content delivery, all in one easy-to-use and affordable package. With the best support in the business.

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Related categories

Online Courses