How can I filter which notes are saved?

You can set filters based on note content, tags, or other criteria to determine which notes are saved. Specify your parameters, and DryMerge will take care of the rest.

Can I organize the notes in different folders?

Yes, you can customize the folder structure in Box for organizing notes. DryMerge allows you to set specific rules for how notes are stored.

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

Client relationship managers and administrative staff use this automation to ensure comprehensive and accessible client records.

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Accelo + Box

Store Accelo Client Notes in Box

Ensure that all client notes added in Accelo are saved to Box for organized record-keeping and easy access by your team. This automation keeps client information centralized and accessible.

Client Note Added

Triggers when a client note is added in Accelo.

Save Note in Box

Saves the client note to a designated folder in Box.

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

or pick a common variation below

Sync Accelo Client Files with Box

Accelo + Box

Add Accelo Client Files 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, "Store Accelo client notes in Box"

Store Accelo client notes in 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.