Accelo + Salesforce

Update Accelo Contracts for New Salesforce Accounts

Keep your contractual obligations in check by updating Accelo contracts whenever a new Salesforce account is created. Ideal for legal and account management teams.

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New Account Created

Triggers when a new account is created in Salesforce.

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Update Contract

Updates the relevant contract in Accelo.

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update Accelo contracts for new Salesforce accounts"

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Update Accelo contracts for new Salesforce accounts

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.

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Sure! Connecting

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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.

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Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Accelo + Salesforce.

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New Accelo Company

Triggers when a new company is created in Accelo

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New Accelo Contact

Triggers when a new contact is created in Accelo

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New Accelo Task

Triggers when a new task is created in Accelo

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New Accelo Ticket

Triggers when a new ticket is created in Accelo

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New Accelo Project

Triggers when a new project is created in Accelo

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New Accelo Milestone

Triggers when a new milestone is created in Accelo

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New Accelo Activity

Triggers when a new activity is logged in Accelo

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Updated Accelo Task

Triggers when a task is updated in Accelo

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Updated Accelo Ticket

Triggers when a ticket is updated in Accelo

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Updated Accelo Project

Triggers when a project is updated in Accelo

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Updated Accelo Milestone

Triggers when a milestone is updated in Accelo

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Create Accelo Company

Creates a new company in Accelo

App details

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Accelo

Accelo is a cloud-based service operations automation platform. Manage client work, track time and billing, and streamline operations for professional service businesses.

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Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

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