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.
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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.
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.
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