How can I ensure only signed contracts trigger this?

You can filter emails by attachments and specific keywords to ensure only signed contracts create retainers.

Can I set up different types of retainers?

Yes, you can customize the automation to handle various types of retainers and map contract details accordingly.

Who will find this valuable?

Legal professionals, consultants, and agencies that manage client contracts and retainers will greatly benefit from this automation.

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Accelo + Microsoft Outlook

Create Accelo Retainers from Outlook Signed Contracts

Automatically set up retainers in Accelo when signed contracts are received in Outlook. Perfect for legal professionals, consultants, or agencies managing client contracts and retainers.

Signed Contract Received

Triggers when an email with a signed contract is received in Outlook.

Create Retainer in Accelo

Sets up a new retainer in Accelo based on the contract details.

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

or pick a common variation below

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Create Accelo Tasks from Meeting Invitations in Outlook

Accelo + Microsoft Outlook

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Accelo retainers from Outlook signed contracts"

Create Accelo retainers from Outlook signed contracts

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 + Microsoft Outlook.

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.