Accelo + Paperless Forms
Create Accelo requests from new Paperless Forms entries for streamlined management
Efficiently manage your client requests by connecting Paperless Forms and Accelo. With this workflow, every time a new entry is submitted via Paperless Forms, a request is created in Accelo. This seamless process helps you stay organized, track submissions, and prioritize your work, ensuring each request is addressed in a timely manner.
Efficiently manage your client requests by connecting Paperless Forms and Accelo. With this workflow, every time a new entry is submitted via Paperless Forms, a request is created in Accelo. This seamless process helps you stay organized, track submissions, and prioritize your work, ensuring each request is addressed in a timely manner.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Request
Triggers when a new request is created.
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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.
