How can I exclude certain files from being archived?

You can set filters to exclude specific files based on type, size, or other criteria. Just specify these exclusions in DryMerge.

Can I set a different time frame for archiving files?

Yes, you can customize the time frame based on your needs. DryMerge allows you to set different thresholds for archiving files.

Which people use this automation? What do they use it for?

Administrators and data managers use this automation to keep client records up-to-date while securely storing older files for compliance and historical purposes.

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Accelo + Box

Archive Old Client Files from Accelo to Box

Automatically archive client files from Accelo that are older than a year to a designated folder in Box. This helps keep your client records current while securely storing older documents for future reference.

Old Client File Detected

Triggers when a client file older than a year is detected in Accelo.

Archive File

Moves the old client file to a specified archive folder in Box.

See more Accelo to Box integrations or use AI to customize your automation.

or pick a common variation below

Add Accelo Client Files to Box

Accelo + Box

Sync Client Notes from Accelo to Box

Accelo + Box

Backup All Attachments from Accelo to Box

Accelo + Box

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Archive old client files from Accelo to Box"

Archive old client files from Accelo to Box

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Accelo + Box.

New Accelo Company

Triggers when a new company is created in Accelo

New Accelo Contact

Triggers when a new contact is created in Accelo

New Accelo Task

Triggers when a new task is created in Accelo

New Accelo Ticket

Triggers when a new ticket is created in Accelo

New Accelo Project

Triggers when a new project is created in Accelo

New Accelo Milestone

Triggers when a new milestone is created in Accelo

New Accelo Activity

Triggers when a new activity is logged in Accelo

Updated Accelo Task

Triggers when a task is updated in Accelo

Updated Accelo Ticket

Triggers when a ticket is updated in Accelo

Updated Accelo Project

Triggers when a project is updated in Accelo

Updated Accelo Milestone

Triggers when a milestone is updated in Accelo

Create Accelo Company

Creates a new company in Accelo

App details

Accelo

Accelo is a cloud-based service operations automation platform. Manage client work, track time and billing, and streamline operations for professional service businesses.

Box

Box is a cloud content management and file sharing service. Securely store, share, and collaborate on files from anywhere, and integrate with other tools to streamline your workflow.