Accelo connector for Okou
Connect your Accelo deployment to manage companies, contacts, activities, issues, jobs, tasks, and staff.
Sales & operations · Deployment access token
Use Accelo in Okou
Accelo REST API for CRM and professional-services operations.
Once connected, supported Accelo actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Accelo
- Read activities, activity interactions, and activity counts from the deployment.
- Read companies, company counts, statuses, and related contacts and staff managers.
- Read contacts, contact counts, and contact status metadata from the deployment.
- Read issues, issue counts, linked tasks, and issue status, type, class, priority, and resolution metadata.
- Read jobs, job counts, milestones, and job type and status metadata.
- Read the current staff identity and staff directory metadata.
- Read tasks, task counts, task metadata, and task priority and status metadata.
- Create or update activities; creating an email activity can send an external message unless blocked.
How the Accelo connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Accelo
Choose Deployment access token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Accelo securely
Use the connection method that fits your account and grant only the access the workflow needs.
- Deployment access token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
Accelo connector questions
- What can Okou do with Accelo?
- Connect your Accelo deployment to manage companies, contacts, activities, issues, jobs, tasks, and staff. Documented actions include: Read activities, activity interactions, and activity counts from the deployment. Read companies, company counts, statuses, and related contacts and staff managers.
- How do I connect Accelo to Okou?
- Connect Accelo using Deployment access token. The connection controls which supported actions a workflow can use.
- Can Accelo run in an automated workflow?
- Yes. After it is connected, supported Accelo actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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