How do I filter specific types of clients?

DryMerge can filter onboarding forms based on specific client types or industries, ensuring they are categorized accordingly.

Can I include additional client details not in forms?

Yes, you can customize this automation to include other client details that are not explicitly captured in the form.

Who uses this automation, and for what purposes?

Client onboarding teams use this automation to efficiently create and manage detailed client profiles by integrating form data directly into Accelo.

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Accelo + Google Forms

Create Accelo Client Profiles from Google Forms Onboarding

Convert customer onboarding forms from Google Forms into detailed client profiles in Accelo, ensuring smooth client onboarding.

New Onboarding Form

Triggers when a new customer onboarding form is submitted via Google Forms.

Create Client Profile

Creates a detailed client profile in Accelo using the form submission details.

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

or pick a common variation below

Create Accelo Projects from Google Forms Client Intake

Accelo + Google Forms

Log Meeting Notes in Accelo from Google Forms Submissions

Accelo + Google Forms

Create Accelo Tasks from Google Forms Product Suggestions

Accelo + Google Forms

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Accelo client profiles from Google Forms onboarding"

Create Accelo client profiles from Google Forms onboarding

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 + Google Forms.

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.

Google Forms

Google Forms is a survey administration software for collecting information through personalized quizzes and surveys. Create forms, manage responses, and trigger actions based on form submissions.