How can I filter meetings by client?

DryMerge allows you to filter meetings by client. Define the client criteria, and we'll ensure only those meetings are logged.

Can I add meeting details like agenda in Coda?

Yes, you can specify additional details like agenda, and DryMerge will include them.

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

Client management teams use this to keep detailed records of client meetings, ensuring complete and organized information.

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Accelo + Coda

Log Accelo Client Meetings in Coda

Keep track of client meetings by logging them into a Coda table whenever they are scheduled in Accelo. Perfect for client management teams.

Meeting Scheduled

Triggers when a client meeting is scheduled in Accelo.

Add Row to Table

Adds the meeting details as a row in Coda.

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

or pick a common variation below

Record Accelo Client Feedback in Coda Table

Accelo + Coda

Log Accelo Sales Orders in Coda Table

Accelo + Coda

Track Accelo Expenses in Coda Table

Accelo + Coda

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Log Accelo client meetings in Coda"

Log Accelo client meetings in Coda

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 + Coda.

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.

Coda

Coda is an all-in-one doc platform that combines documents, spreadsheets, and applications. Create flexible and powerful documents that grow with your team and adapt to your workflow.