New App: Manage All Your Client Operations with Accelo

Kim Kadiyala
Kim Kadiyala / January 31, 2017

When you’re caught up in busywork, like admin tasks and operations, it can feel like you have no time to focus on your clients or grow your business.

With Accelo, client accounts, projects, time sheets, and more is tracked for you automatically, so you can spend less time dealing with the small stuff and free up time to tackle the big picture. Accelo’s automation technology combines your sales, projects, support, billing, and staff in one smart, integrated system for full visibility. Plus, with real-time reporting, you can get answers to important business questions before it’s too late, making you more productive, profitable, and confident. With all your workflows and processes streamlined and automated, you get to focus on what you do best.

How Accelo Works With Zapier

Triggers

  • New Request: Triggers when a new request is created.
  • Task Assigned: Triggers when a task is assigned.

Actions

  • Create/Update Contact: Creates a new contact or updates a contact if it already exists.
  • Create Request: Creates a new request. If the request's contact does not exist, a new one will be created for you.
  • Create Timer: Starts a new timer.

Automation Inspiration

Get started with these sample Zaps:

Manage Your Contacts

Keep Your Billing on Track

Get Alerts for New Tasks

How To Automate Accelo With Zapier

  1. Sign up for an Accelo account, and make sure you have a Zapier account

  2. Try some pre-made Accelo integrations and learn more about how Accelo works with Zapier

  3. Check out our Accelo help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with Accelo and Zapier