Accelo + eversign Integration

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Accelo + eversign Integration
1.
  • Accelo
    Task is created in Accelo

    Triggers the automation whenever a new task is created

  • Accelo
    Contact is created in Accelo

    Triggers the automation whenever a new contact is created

  • Accelo
    Request is created in Accelo

    Triggers the automation whenever a new request is created

  • eversign
    Document is Completed in eversign

    Triggers the automation whenever a particular document is completed

    Instant
  • eversign
    Document is signed in eversign

    Triggers the automation whenever a document is signed

    Instant
  • eversign
    Document is sent in eversign

    Triggers the automation whenever a document is sent to the recipient

    Instant
2.
  • Accelo
    Create company in Accelo

    Automatically generates a new company profile with given details

  • Accelo
    Search company in Accelo

    Automatically find information about a company

  • Accelo
    Create request in Accelo

    Automatically generates a new request

  • Accelo
    Create timer in Accelo

    Automatically starts a new timer

  • Accelo
    Pause timers in Accelo

    Automatically pauses timers

  • Accelo
    Search contact in Accelo

    Automatically finds and retrieves contact information

  • Accelo
    Create contact in Accelo

    Automatically adds a new contact to the database

  • Accelo
    Create sale in Accelo

    Automatically creates a new sale entry

  • eversign
    Send document using template in eversign

    Automatically sends a document using a pre-designed template

  • eversign
    Download document in eversign

    Automatically download a particular document to a location

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