How can I filter proposals by client?

DryMerge allows you to filter proposals by client. Define the client criteria, and we'll filter accordingly.

Can I sync additional proposal details?

Yes, you can specify additional details to sync, and DryMerge will handle it for you.

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

Sales teams use this to keep their proposal statuses accurately tracked in Coda, ensuring all stakeholders have up-to-date information.

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Accelo + Coda

Sync Accelo Proposal Status with Coda

Keep your proposal tracking in Coda up-to-date by syncing status changes from Accelo. Beneficial for sales teams managing proposals.

Proposal Status Changes

Triggers when a proposal status changes in Accelo.

Update Row in Table

Updates the corresponding proposal details in the Coda table.

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

or pick a common variation below

Sync Accelo Project Updates to Coda

Accelo + Coda

Log Accelo Client Meetings in Coda

Accelo + Coda

Create Coda Action Items for Accelo Task Deadlines

Accelo + Coda

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Sync Accelo proposal status with Coda"

Sync Accelo proposal status with 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.