Accelo

Project Crm Sales Secure OAuth

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

What it does

Accelo actions

299 actions

Ask in plain language — Praxivara picks the right Accelo action, runs it, and confirms anything sensitive first.

Log an activity

Log an activity — a note, call, meeting or email — against any object, optionally recording billable time in Accelo.

Create activities reports

File a report against a scheduled activity and log time for it in Accelo.

Delete an activity

Delete an activity in Accelo.

Get one activity

Get one activity in Accelo.

Get one activity class

Get one activity class in Accelo.

List the activities inside one thread

List the activities inside one thread in Accelo.

List activities

List activities — notes, emails, calls and meetings logged against any object. This is the audit trail and the time log in Accelo.

List activities allocations

Aggregate time and money across a filtered set of activities: total billable seconds, unbillable seconds, and amount charged in Accelo.

List activity classes

List activity classes in Accelo.

Count activity classes

Count activity classes in Accelo.

Count activities

Count activities in Accelo.

List activities interacts

List the interactions (to/cc/bcc participants) on an activity in Accelo.

Count interactions on an activity

Count interactions on an activity in Accelo.

List activity threads

List activity threads (email conversations) in Accelo.

Count activity threads

Count activity threads in Accelo.

Update an activity

Update an activity in Accelo.

Create an address against a company or contact

Create an address against a company or contact in Accelo.

Add an address to a specific record

Create an address against a company or contact, with the owner taken from the URL in Accelo.

Get one address

Get one address in Accelo.

List addresses

List addresses in Accelo.

List addresses held against a company or contact

List addresses held against a company or contact in Accelo.

Count addresses

Count addresses in Accelo.

Update an address

Update an address in Accelo.

Link an existing contact to an existing company

Link an existing contact to an existing company in Accelo.

Delete an affiliation

Delete an affiliation (unlink a contact from a company) in Accelo.

Get one affiliation

Get one affiliation in Accelo.

Get one affiliation status

Get one affiliation status in Accelo.

List affiliations

List affiliations — the contact-at-company link that actually holds phone, email, position and invoice preferences in Accelo.

Count affiliations

Count affiliations in Accelo.

Status of one affiliation

Status of one affiliation in Accelo.

All affiliation statuses

All affiliation statuses in Accelo.

Count affiliation statuses

Count affiliation statuses in Accelo.

Update an affiliation's contact details

Update an affiliation's contact details in Accelo.

Link an asset to another object

Link an asset to another object in Accelo.

Remove an asset link

Remove an asset link (not the asset itself) in Accelo.

Get one asset

Get one asset in Accelo.

Get one asset type

Get one asset type in Accelo.

List assets

List assets in Accelo.

Count assets

Count assets in Accelo.

List asset types

List asset types in Accelo.

Create a checklist with its items

Create a checklist with its items in Accelo.

Delete a checklist

Delete a checklist in Accelo.

Delete a single checklist item

Delete a single checklist item in Accelo.

Get one checklist

Get one checklist in Accelo.

List checklists

List checklists in Accelo.

Count checklists

Count checklists in Accelo.

List checklists items

List checklist items; filter by checklist to get one checklist's items in Accelo.

Count checklist items

Count checklist items in Accelo.

Update a checklist and its items

Update a checklist and its items in Accelo.

Create collections resources

Upload a file as an attachment into an object's collection in Accelo.

List an object's attachment collections

List an object's attachment collections (folders) in Accelo.

Create a company

Create a company in Accelo.

Add a staff member as a manager of a company

Add a staff member as a manager of a company in Accelo.

Permanently remove a company from the deployment

Permanently remove a company from the deployment in Accelo.

Get one company

Get one company in Accelo.

Get one company status

Get one company status in Accelo.

List companies

List companies (clients, vendors, partners) in Accelo.

The company's main/primary contact

The company's main/primary contact in Accelo.

List all contacts at a company

List all contacts at a company in Accelo.

Count contacts at a company

Count contacts at a company in Accelo.

Count companies matching the filters

Count companies matching the filters in Accelo.

List companies managers

Staff who manage this company; each row carries a relationship_id in Accelo.

Companies ordered by most recently modified

Companies ordered by most recently modified in Accelo.

Companies ordered by newest created

Companies ordered by newest created in Accelo.

Segmentation groupings for a company

Segmentation groupings for a company (Industry, Size, Source ...) in Accelo.

The status object of one company

The status object of one company in Accelo.

All company statuses available on this deployment

All company statuses available on this deployment in Accelo.

Count company statuses

Count company statuses in Accelo.

Update a company

Update a company in Accelo.

Create contacts

Create a contact AND its affiliation to a company in one call in Accelo.

Deactivate a contact

Deactivate a contact (sets standing to inactive) — this does NOT delete them in Accelo.

Get one contact

Get one contact in Accelo.

Get one contact status

Get one contact status in Accelo.

List contacts

List contacts (people) in Accelo.

Count contacts

Count contacts in Accelo.

Contacts ordered by most recently modified

Contacts ordered by most recently modified in Accelo.

Contacts ordered by newest created

Contacts ordered by newest created in Accelo.

Segmentation groupings for a contact

Segmentation groupings for a contact in Accelo.

Status of one contact

Status of one contact in Accelo.

All contact statuses on the deployment

All contact statuses on the deployment in Accelo.

Count contact statuses

Count contact statuses in Accelo.

Update a contact

Update a contact in Accelo.

Get one contract

Get one contract in Accelo.

Get one contract period

Get one contract period in Accelo.

Get one contract status

Get one contract status in Accelo.

Get one contract type

Get one contract type in Accelo.

List contracts

List contracts (retainers / service agreements) in Accelo.

Count contracts

Count contracts in Accelo.

List the billing periods of one contract

List the billing periods of one contract in Accelo.

List contract periods across all contracts

List contract periods across all contracts in Accelo.

List contract statuses

List contract statuses in Accelo.

Count contract statuses

Count contract statuses in Accelo.

List contract types

List contract types in Accelo.

Count contract types

Count contract types in Accelo.

Get one contributor

Get one contributor in Accelo.

Get one contributor type

Get one contributor type in Accelo.

List contributors

List contributors in Accelo.

Count contributors

Count contributors in Accelo.

List contributor types

List contributor types in Accelo.

Count contributor types

Count contributor types in Accelo.

List countries

List countries, for resolving country_id on addresses in Accelo.

Get one division

Get one division (Beta) in Accelo.

List divisions

List divisions (Beta) in Accelo.

Count divisions

Count divisions (Beta) in Accelo.

Create expenses

Create an expense against a job, issue or other object in Accelo.

Delete an expense

Delete an expense in Accelo.

Get one expense

Get one expense in Accelo.

Get one expense type

Get one expense type in Accelo.

List expenses

List expenses in Accelo.

Count expenses

Count expenses in Accelo.

Progressions available on an expense

Progressions available on an expense in Accelo.

List expense types

List expense types in Accelo.

Count expense types

Count expense types in Accelo.

Update an expense

Update an expense in Accelo.

Set an extension field's value on a record

Set an extension field's value on a record in Accelo.

List extensions fields

List extension (custom) fields defined for an object type in Accelo.

List extensions values

List all extension field values across an object type in Accelo.

List extension field values on one record

List extension field values on one record in Accelo.

Update an extension field value on a record

Update an extension field value on a record in Accelo.

List saved filters on the deployment

List saved filters on the deployment in Accelo.

List saved filters for one object type

List saved filters for one object type in Accelo.

Run a saved filter and return its results

Run a saved filter and return its results in Accelo.

Get one group

Get one group (Beta) in Accelo.

List groups

List groups (Beta) in Accelo.

Count groups

Count groups (Beta) in Accelo.

Create a holiday / leave entry

Create a holiday / leave entry (Beta) in Accelo.

Delete a holiday

Delete a holiday (Beta) in Accelo.

Get one holiday

Get one holiday (Beta) in Accelo.

List holidays

List holidays (Beta) in Accelo.

Count holidays

Count holidays (Beta) in Accelo.

Update a holiday

Update a holiday (Beta) in Accelo.

Get one invoice

Get one invoice in Accelo.

Get one invoice line item

Get one invoice line item (Beta) in Accelo.

List invoices

List invoices in Accelo.

Count invoices

Count invoices in Accelo.

List invoice line items

List invoice line items (Beta) in Accelo.

Count invoice line items

Count invoice line items (Beta) in Accelo.

Create an issue

Create an issue (ticket) in Accelo.

Delete an issue

Delete an issue in Accelo.

Get one issue

Get one issue in Accelo.

Get one issue priority

Get one issue priority in Accelo.

Get one issue resolution

Get one issue resolution in Accelo.

Get one issue type

Get one issue type in Accelo.

List issues

List issues (tickets) in Accelo.

List issue classes

List issue classes in Accelo.

Count issues

Count issues in Accelo.

List issue priorities

List issue priorities in Accelo.

Count issue priorities

Count issue priorities in Accelo.

All progressions defined for issues

All progressions defined for issues in Accelo.

Issues ordered by newest created

Issues ordered by newest created in Accelo.

List issue resolutions

List issue resolutions in Accelo.

Count issue resolutions

Count issue resolutions in Accelo.

List issue statuses

List issue statuses in Accelo.

Count issue statuses

Count issue statuses in Accelo.

Tasks raised against an issue

Tasks raised against an issue in Accelo.

List issue types

List issue types in Accelo.

Update an issue

Update an issue in Accelo.

Create jobs

Create a job (project) against a company, prospect or other object in Accelo.

Delete a job

Delete a job in Accelo.

Get one job

Get one job in Accelo.

Get one job status

Get one job status in Accelo.

Get one job type

Get one job type in Accelo.

List jobs

List jobs (projects) in Accelo.

Count jobs

Count jobs in Accelo.

Milestones belonging to a job

Milestones belonging to a job in Accelo.

Jobs ordered by most recently modified

Jobs ordered by most recently modified in Accelo.

Jobs ordered by newest created

Jobs ordered by newest created in Accelo.

List job statuses

List job statuses in Accelo.

Count job statuses

Count job statuses in Accelo.

Job types on the deployment

Job types on the deployment in Accelo.

Update a job

Update a job in Accelo.

Get one ledger

Get one ledger (Beta) in Accelo.

List ledgers / accounts

List ledgers / accounts (Beta) in Accelo.

Count ledgers

Count ledgers (Beta) in Accelo.

Get one milestone

Get one milestone in Accelo.

Get one milestone status

Get one milestone status in Accelo.

List milestones

List milestones (phases within jobs) in Accelo.

Count milestones

Count milestones in Accelo.

List milestone statuses

List milestone statuses in Accelo.

Count milestone statuses

Count milestone statuses in Accelo.

Create object budgets materials

Create a material (budget line item) against a job, issue, milestone or contract period in Accelo.

Get one object budget

Get one object budget in Accelo.

List object budgets

List object budgets (budget attached to a job, issue, milestone or contract period) in Accelo.

Count object budgets

Count object budgets in Accelo.

List materials

List materials (budget line items) in Accelo.

List budget item templates

List budget item templates in Accelo.

Update a material

Update a material in Accelo.

Get one payment

Get one payment (Beta) in Accelo.

List payments

List payments (Beta) in Accelo.

Count payments

Count payments (Beta) in Accelo.

Create profiles fields

Set a custom profile field's value on a record for the first time in Accelo.

List profiles fields

List the custom profile fields defined for an object type in Accelo.

List profiles values

List all profile field VALUES across every record of an object type in Accelo.

List the profile field values on one specific record

List the profile field values on one specific record in Accelo.

Update an existing profile field value on a record

Update an existing profile field value on a record in Accelo.

List progressions

List the status transitions currently available on a record — the correct, workflow-safe way to move something forward in Accelo.

Create a prospect

Create a prospect (sales opportunity) in Accelo.

Delete a prospect

Delete a prospect in Accelo.

Get one prospect

Get one prospect in Accelo.

Get one prospect probability

Get one prospect probability in Accelo.

List prospects

List prospects (sales opportunities) in Accelo.

Count prospects

Count prospects in Accelo.

List prospect probabilities

List prospect probabilities (win-likelihood bands) in Accelo.

Count prospect probabilities

Count prospect probabilities in Accelo.

Status of one prospect

Status of one prospect in Accelo.

List prospect statuses

List prospect statuses (pipeline stages) in Accelo.

List prospect types

List prospect types in Accelo.

Update a prospect

Update a prospect in Accelo.

Get one purchase

Get one purchase in Accelo.

List purchases

List purchases in Accelo.

Count purchases

Count purchases in Accelo.

Create a quote

Create a quote in Accelo.

Get one quote

Get one quote in Accelo.

Get one quote status

Get one quote status in Accelo.

List quotes

List quotes in Accelo.

Count quotes

Count quotes in Accelo.

List quote statuses

List quote statuses in Accelo.

Count quote statuses

Count quote statuses in Accelo.

Update a quote

Update a quote in Accelo.

Get one rate

Get one rate in Accelo.

List billing rates

List billing rates in Accelo.

Count rates

Count rates in Accelo.

Get one referral

Get one referral in Accelo.

List referrals

List referrals in Accelo.

Count referrals

Count referrals in Accelo.

Create a request

Create a request, optionally inventing the contact/company/affiliation if the sender is unknown in Accelo.

Get one request

Get one request in Accelo.

List requests

List requests (inbound enquiries before they become issues/tickets) in Accelo.

Count requests

Count requests in Accelo.

List request threads

List request threads (conversations) in Accelo.

List request types

List request types (Beta) in Accelo.

Update a request

Update a request in Accelo.

Get one resource (attachment) record

Get one resource (attachment) record in Accelo.

List resources (attachments) on the deployment

List resources (attachments) on the deployment in Accelo.

Count resources

Count resources in Accelo.

Download the raw bytes of an attachment

Download the raw bytes of an attachment in Accelo.

Get one segmentation

Get one segmentation in Accelo.

List segmentations

List segmentations (the grouping dimensions applied to companies, contacts and affiliations) in Accelo.

Count segmentations

Count segmentations in Accelo.

Upload a file as an attachment to a signoff

Upload a file as an attachment to a signoff in Accelo.

Return a sent signoff to draft state

Return a sent signoff to draft state in Accelo.

Send a signoff to its recipients

Send a signoff to its recipients in Accelo.

Remove a recipient from a signoff

Remove a recipient from a signoff in Accelo.

Get one signoff

Get one signoff in Accelo.

Get one signoff attachment

Get one signoff attachment in Accelo.

Get one signoff recipient

Get one signoff recipient in Accelo.

List signoffs

List signoffs (client approval requests, typically on quotes) in Accelo.

List signoff attachments

List signoff attachments in Accelo.

Count signoff attachments

Count signoff attachments in Accelo.

Count signoffs

Count signoffs in Accelo.

List signoff recipients

List signoff recipients in Accelo.

Count signoff recipients

Count signoff recipients in Accelo.

Update a signoff attachment's standing

Update a signoff attachment's standing in Accelo.

Update signoffs recipients

Update a signoff recipient's approver flag or response in Accelo.

Create a skill

Create a skill in Accelo.

List skills

List skills in Accelo.

Count skills

Count skills in Accelo.

Create a staff member

Create a staff member (a real login on the deployment) in Accelo.

Get one staff member

Get one staff member in Accelo.

List staff members

List staff members in Accelo.

Count staff

Count staff in Accelo.

List staff memberships

List staff memberships (group/division membership) in Accelo.

List staff statuses

List staff statuses in Accelo.

The staff record for the authenticated user

The staff record for the authenticated user in Accelo.

Update a staff member's contact details

Update a staff member's contact details in Accelo.

Create a tag

Create a tag in Accelo.

List tags

List tags in Accelo.

Count tags

Count tags in Accelo.

Create tasks

Create a task against a job, milestone, issue or other object in Accelo.

Get one task

Get one task in Accelo.

Get one task status

Get one task status in Accelo.

List tasks

List tasks in Accelo.

Count tasks

Count tasks in Accelo.

Task metadata bundle

Task metadata bundle: the distinct managers, assignees, against-objects and statuses currently in use on tasks in Accelo.

List task priorities

List task priorities in Accelo.

List task statuses

List task statuses in Accelo.

Count task statuses

Count task statuses in Accelo.

List task types

List task types in Accelo.

Update a task

Update a task in Accelo.

Get one tax code

Get one tax code (Beta) in Accelo.

List tax codes

List tax codes (Beta) in Accelo.

Count tax codes

Count tax codes (Beta) in Accelo.

Create time externals convert to meeting

Convert an external appointment into an Accelo meeting activity plus a report activity.

Delete time externals

Remove an external appointment and unlink it from any timesheet or schedule in Accelo.

Get one time external

Get one time external in Accelo.

List time externals

List external appointments imported into timesheets/schedules in Accelo.

Count time externals

Count time externals in Accelo.

Create a timer

Create a timer, optionally starting it immediately in Accelo.

Delete a timer

Delete a timer in Accelo.

Get one timer

Get one timer in Accelo.

List timers for the current user

List timers for the current user in Accelo.

Update a timer

Update a timer in Accelo.

Info about the access token in use

Info about the access token in use: email, firstname, surname, deployment prefix, staff_id, expiry_date, locale in Accelo.

Current user

Current user: staff fields plus user_titles (the deployment's own singular/plural names for each object type), user_access permissions, and locale… in Accelo.

Create a webhook subscription

Create a webhook subscription in Accelo.

Create webhooks subscriptions dispatch

Fire only THIS subscription, synchronously, and return the HTTP status your endpoint replied with in Accelo.

Delete a webhook subscription

Delete a webhook subscription in Accelo.

List the current user's webhook subscriptions

List the current user's webhook subscriptions in Accelo.

List subscribable webhook event types

List subscribable webhook event types in Accelo.

What it watches for

Accelo triggers

2 triggers

Events in Accelo that can start an automation on their own — no clicks required once you set it up.

Task assigned Webhook

Fires the moment a task is assigned to someone.

New request received Webhook

Fires when a new client request arrives in the inbox.

Just ask

What you can ask in plain English

No menus, no automation builder to learn. Type it like you'd ask a capable assistant — Praxivara figures out the Accelo steps and shows you exactly what it did.

Catch me up on what needs my attention in Accelo today.

Handle this in Accelo and confirm before anything goes out.

Build me an AI agent that keeps Accelo tidy every morning.

Pull the latest from Accelo and turn it into a one-page report.

Works great with