Accelo

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.

Projects & Business 299 actions 2 triggers

7-day free trial on every plan.

No setup per taskConnect Accelo once and it’s ready for every request.
You choose what it may doPick the actions it can use when you connect.
Disconnect anytimeIt stops right away. Nothing in the app is deleted.

Things you can ask in Accelo

Type it, text it or say it on a call. It picks the right Accelo steps and shows you what it did.

Actions

299

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 resources
Find and readLook anything up without opening Accelo.
Get one activityGet one activity classList the activities inside one threadList activitiesList activities allocationsList activity classes
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 items
Clean upClear out what you’re done with.
Delete an activityDelete an affiliationRemove an asset linkDelete a checklistDelete a single checklist itemDeactivate a contact
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 created
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.

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.

Accelo questions

Try Praxivara for free, open Integrations, pick Accelo and follow the steps to connect your account. You can change or remove it anytime.

Hand off the Accelo busywork.

Try it free for 7 days and connect Accelo in a click.