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.

  1. When this happens...
    Paperless FormsPaperless Forms
    New Entry (Rest)

    Triggers when a new entry is submitted.

    TriggerInstant
  2. automatically do this!
    AcceloAccelo
    Create/Update Contact

    Creates a new contact or updates a contact if it already exists.

    ActionWrite
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Supported triggers and actions

    • EmailRequired

    • First Name

    • Last Name

    • Mobile

    • Phone

    • Fax

    • Comments

    • Position

    • Company Name

    • Company Website

    • Company Phone

    • Company Fax

    • Company Comments

    Action
    Write
    • 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

    Action
    Write
  • Accelo triggers, actions, and search

    Pause Timers

    Pauses any active timers.

    Action
    Write
accelo logo
accelo logo

About Accelo

Accelo is a unified professional services software platform designed to manage clients, projects, resources, finances, and insights, all in one place.

Related categories

  • Productivity

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paperless-forms logo
paperless-forms logo

About Paperless Forms

Paperless Forms allows you to easily create and send custom forms on any device.

Related categories

  • Forms & Surveys

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