How can I filter notes to sync only certain types?

You can set filters based on note content or tags to ensure only relevant notes are synced.

Can I organize notes in specific folders in Box?

Yes, you can set up organizational rules for how notes are stored in Box folders. DryMerge will implement these rules.

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

Client relationship managers and support teams use this automation to maintain comprehensive and accessible client records.

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Accelo + Box

Sync Client Notes from Accelo to Box

Ensure that all client notes added in Accelo are synced to Box for organized record-keeping and easy access by the entire team. This helps in maintaining consistent and accessible client information.

Client Note Added

Triggers when a client note is added in Accelo.

Sync Note to Box

Saves and syncs the client note to a specified folder in Box.

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

or pick a common variation below

Archive Old Client Files from Accelo to Box

Accelo + Box

Backup All Attachments from Accelo to Box

Accelo + Box

Back Up Closed Projects from Accelo 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, "Sync client notes from Accelo to Box"

Sync client notes from Accelo to 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.