Your AI assistant for Accelo. Run the whole client lifecycle in one place: quotes, projects, tickets, timers and invoices, and let your assistant chase the detail while you get on with the work. Ask in plain words and it does the Accelo steps for you.
You never pick an action. Say what you need and it chooses the right one. Here is everything it can do in Accelo.
Write and sendIt writes it and sends it when you’re ready.
Send a signoff to its recipients
Create and addNew records and entries, from a plain-words ask.
Log an activityCreate activities reportsCreate an address against a company or contactAdd an address to a specific recordCreate a checklist with its itemsCreate collections resourcesCreate a companyAdd a staff member as a manager of a companyCreate contactsCreate expensesCreate a holiday or leave entryCreate an issueIssue ordered by newest createdCreate jobsCreate object budgets materialsCreate profiles fieldsCreate a prospectCreate a quoteCreate a requestUpload a file as an attachment to a signoffCreate a skillCreate a staff memberCreate a tagCreate tasksCreate time externals convert to meetingCreate a timerCreate a webhook subscriptionCreate webhooks subscriptions dispatch
Find and readLook anything up without opening Accelo.
Get one activityGet one activity classList the activities inside one threadList activitiesList activities allocationsList activity classesCount activity classesCount activitiesList activities interactsCount interactions on an activityList activity threadsCount activity threadsGet one addressList addressesList addresses held against a company or contactCount addressesGet one affiliationGet one affiliation statusList affiliationsCount affiliationsCount affiliation statusesGet one assetGet one asset typeList assetsCount assetsList asset typesGet one checklistList checklistsCount checklistsList checklists itemsCount checklist itemsList an object's attachment collectionsGet one companyGet one company statusList companiesList all contacts at a companyCount contacts at a companyCount companies matching the filtersList companies managersCount company statusesGet one contactGet one contact statusList contactsCount contactsCount contact statusesGet one contractGet one contract periodGet one contract statusGet one contract typeList contractsCount contractsList the billing periods of one contractList contract periods across all contractsList contract statusesCount contract statusesList contract typesCount contract typesGet one contributorGet one contributor typeList contributorsCount contributorsList contributor typesCount contributor typesList countriesGet one divisionList divisionsCount divisionsGet one expenseGet one expense typeList expensesCount expensesList expense typesCount expense typesList extensions fieldsList extensions valuesList extension field values on one recordList saved filters on the deploymentList saved filters for one object typeGet one groupList groupsCount groupsGet one holidayList holidaysCount holidaysGet one invoiceGet one invoice line itemList invoicesCount invoicesList invoice line itemsCount invoice line itemsGet one issueGet one issue priorityGet one issue resolutionGet one issue typeList issuesList issue classesCount issuesList issue prioritiesCount issue prioritiesList issue resolutionsCount issue resolutionsList issue statusesCount issue statusesList issue typesGet one jobGet one job statusGet one job typeList jobsCount jobsList job statusesCount job statusesGet one ledgerList ledgers or accountsCount ledgersGet one milestoneGet one milestone statusList milestonesCount milestonesList milestone statusesCount milestone statusesGet one object budgetList object budgetsCount object budgetsList materialsList budget item templatesGet one paymentList paymentsCount paymentsList profiles fieldsList profiles valuesList the profile field values on one specific recordList progressionsGet one prospectGet one prospect probabilityList prospectsCount prospectsList prospect probabilitiesCount prospect probabilitiesList prospect statusesList prospect typesGet one purchaseList purchasesCount purchasesGet one quoteGet one quote statusList quotesCount quotesList quote statusesCount quote statusesGet one rateList billing ratesCount ratesGet one referralList referralsCount referralsGet one requestList requestsCount requestsList request threadsList request typesCount resourcesDownload the raw bytes of an attachmentGet one segmentationList segmentationsCount segmentationsGet one signoffGet one signoff attachmentGet one signoff recipientList signoffsList signoff attachmentsCount signoff attachmentsCount signoffsList signoff recipientsCount signoff recipientsList skillsCount skillsGet one staff memberList staff membersCount staffList staff membershipsList staff statusesList tagsCount tagsGet one taskGet one task statusList tasksCount tasksList task prioritiesList task statusesCount task statusesList task typesGet one tax codeList tax codesCount tax codesGet one time externalList time externalsCount time externalsGet one timerList timers for the current userGet one resource (attachment) recordList resources (attachments) on the deploymentList the current user's webhook subscriptionsList subscribable webhook event types
Update and organizeKeep things current as they change.
Update an activityUpdate an addressLink an existing contact to an existing companyUpdate an affiliation's contact detailsLink an asset to another objectUpdate a checklist and its itemsUpdate a companyUpdate a contactUpdate an expenseSet an extension field's value on a recordUpdate an extension field value on a recordUpdate a holidayUpdate an issueUpdate a jobUpdate a materialUpdate an existing profile field value on a recordUpdate a prospectUpdate a quoteUpdate a requestUpdate a signoff attachment's standingUpdate signoffs recipientsUpdate a staff member's contact detailsUpdate a taskUpdate a timer
Clean upClear out what you’re done with.
Delete an activityDelete an affiliationRemove an asset linkDelete a checklistDelete a single checklist itemDeactivate a contactDelete an expenseDelete a holidayDelete an issueDelete a jobDelete a prospectRemove a recipient from a signoffDelete time externalsDelete a timerDelete a webhook subscription
More actionsEverything else it can do in Accelo.
Status of one affiliationAll affiliation statusesPermanently remove a company from the deploymentThe company's main or primary contactCompanies ordered by most recently modifiedCompanies ordered by newest createdSegmentation groupings for a companyThe status object of one companyAll company statuses available on this deploymentContacts ordered by most recently modifiedContacts ordered by newest createdSegmentation groupings for a contactStatus of one contactAll contact statuses on the deploymentProgressions available on an expenseRun a saved filter and return its resultsAll progressions defined for issuesTasks raised against an issueMilestones belonging to a jobJobs ordered by most recently modifiedJobs ordered by newest createdJob types on the deploymentStatus of one prospectReturn a sent signoff to draft stateThe staff record for the authenticated userCurrent userTask metadata bundleInfo about the access token in use
Showing the main actions in each group.
Triggers
2
When something happens in Accelo, an AI agent can start on its own. Pick an event, and say what should happen next.
Then An AI agent starts and runs the steps you describe.
Then An AI agent starts and runs the steps you describe.
It only does what you allow.
Choose which Accelo actions it may use, and how often it checks with you. Looking things up just runs.
Turn off what you don’t need, when you connect or anytime after.
Disconnect in one click. Nothing in your Accelo is deleted.
Manage actionsConnected
299 of 299 capabilities enabled
Send a signoff to its recipients
Create a quote
List timers for the current user
Return a sent signoff to draft state
Your permission mode is Auto. It decides when to check with you.