Integrate Accelo with Retently

Trigger NPS/CSAT surveys after task completions or sales updates, sync customer contact and sales data with Retently, and use survey feedback to enhance project management and customer relationship strategies.

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About Accelo

Accelo is a project management tool that helps users manage tasks, contacts, and sales. It provides functionality for assigning tasks, creating and updating contacts, managing sales, and handling requests and timers.

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Accelo to Retently

1

Task Assigned

Triggers when a task is assigned.
2

New Request

Triggers when a new request is created.
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Retently to Accelo

1

Create/Update Contact

Creates a new contact or updates a contact if it already exists.
2

Create Sale

Creates a new sale. If the sale's contact does not exist, a new one will be created.
3

Pause Timers

Pauses any active timers.
4

Create Request

Creates a new request. If the request's contact does not exist, a new one will be created.
5

Create Timer

Starts a new timer.
6

Lookup Webhook Resource

Lookup a webhook's resource.

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