Create company
WriteCreate a company.
Permissions and limits
Account permissions
- An Accelo service application on the deployment
A repeated request may repeat the external action. Review the previous result before retrying a write.
CRM · CONNECTIONAccelo + NodeHub
Read and write Accelo companies, contacts and requests.
Explore 11 workflow actions for Accelo, including account permissions and operation limits.
6 read actions5 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create contact
WriteCreate a contact and its affiliation with a company.
Permissions and limits
Account permissions
- An Accelo service application on the deployment
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create request
WriteCreate a request for an affiliation, or let Accelo match or create one from a name or email.
Permissions and limits
Account permissions
- An Accelo service application on the deployment
Operation limits
- Without an affiliation, Accelo matches or creates one from a first name with a surname or company name, or from an email.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get company
ReadRead one company.
Permissions and limits
Account permissions
- An Accelo service application on the deployment
Get contact
ReadRead one contact.
Permissions and limits
Account permissions
- An Accelo service application on the deployment
Get request
ReadRead one request.
Permissions and limits
Account permissions
- An Accelo service application on the deployment
List companies
ReadRead a page of companies, searched by name, website or phone and filtered.
Permissions and limits
Account permissions
- An Accelo service application on the deployment
Operation limits
- One page per call; increase _page to read further. NodeHub does not translate Accelo filter names.
List contacts
ReadRead a page of contacts, searched and filtered.
Permissions and limits
Account permissions
- An Accelo service application on the deployment
Operation limits
- One page per call; increase _page to read further. NodeHub does not translate Accelo filter names.
List requests
ReadRead a page of requests (tickets), searched and filtered.
Permissions and limits
Account permissions
- An Accelo service application on the deployment
Operation limits
- One page per call; increase _page to read further. NodeHub does not translate Accelo filter names.
Update company
WriteChange a company's name, website, phone, fax or comments.
Permissions and limits
Account permissions
- An Accelo service application on the deployment
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update contact
WriteChange a contact's names, title, comments or standing.
Permissions and limits
Account permissions
- An Accelo service application on the deployment
Operation limits
- Phone, email and address live on the contact's affiliation and are not changed here.
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Accelo. A saved workflow is not a completed provider action.
EXPLORE YOUR STACK
