Accelo
Project ManagementConnect AI agents to Accelo, the professional services automation platform. Agents manage companies and contacts, look up jobs, create tasks, and log activities so client work stays tracked end to end.
What This Integration Enables
A professional services firm bills for time and defends those bills with records. Accelo is where both live, which makes data quality there a revenue issue, not a tidiness issue. This connector puts FlowRunner agents on record-keeping duty: they search and create companies and contacts, inspect jobs, spawn tasks against the right parent objects, and log notes, emails, calls, and meetings as activities so the client file reflects what actually happened. The stance: in a PSA, an unlogged activity is unbilled work and an unwritten defense. Agents make logging free; humans keep authorship of what the record says. The firm that logs everything wins the fee conversation before it starts. - Create companies and contacts from forms and signed deals, with duplicate checks first - Attach tasks to jobs, companies, and tickets with managers, due dates, and time budgets - Log client communication as activities against the correct parent object - Page through jobs and tasks for delivery dashboards and billing prep - Feed downstream invoicing off company, job, and task data
Without FlowRunner
With FlowRunner
Use Case Scenarios
Lead to client record in one pass
A prospect completes a [Typeform](/integrations/typeform) intake. The agent runs List Companies with the organization name; a miss means Create Company with website and phone, then Create Contact for the requester linked to the company, then Log Activity recording the intake responses as the first note. A near-match instead goes to the account owner to adjudicate. Either way, by the time a human opens the record, the record is complete.
Hours reconciled before the invoice goes out
Before month-end billing, the agent pulls active projects with List Jobs, then fetches each job's details with Get Job and reconciles delivery against logged hours from [Harvest](/integrations/harvest). Jobs where tracked time and task progress disagree get flagged with the evidence attached. The invoice run in [QuickBooks Online](/integrations/quickbooks) starts from reconciled numbers, and the awkward client conversation about a surprise invoice line never gets scheduled.
The delivery pulse without the Friday scramble
Weekly, the agent walks List Jobs filtered by standing, runs List Tasks against each, and posts a delivery digest to [Slack](/integrations/slack): jobs by status, overdue tasks with managers named, and clients with no logged activity in 14 days. That last list is the quiet-account early warning; the account team reaches out before silence becomes churn. Nobody compiled anything, and the partners read state, not recollection.
Human-in-Loop Highlight
Log Activity writes to the client's permanent file, and in a PSA that file is not private scratch paper: activities carry a visibility setting, feed billing narratives, and get read back during disputes. An agent that auto-logs a misattributed call, wrong client, wrong medium, wrong substance, has planted a false entry in the record a partner may one day rely on in a fee dispute. So FlowRunner flows split activity logging by consequence: mechanical records, form submissions, system events, milestone timestamps, log straight through, but any activity summarizing a human conversation or destined for client visibility is drafted by the agent and confirmed by the person who was in the room: "Log meeting activity against Meridian Health, subject: scope change discussion, medium: meeting. Is this what was agreed?" The record grows at machine speed; what the record asserts stays human, and the confirmation itself joins the trail.
Agent Capabilities
10 actionsCompanies
3- List Companies Lists client organizations with free-text search across name, website, and phone, server-side filters, and pagination up to 100 per page. The duplicate check that runs before every write.
- Get Company Retrieves one company by ID with standing, website, phone, and address details.
- Create Company Creates a client organization; only the name is required, with website, phone, standing, and a comment available to enrich the record.
Contacts
2- List Contacts Lists people with search across name, email, and mobile, a company filter for affiliation, and pagination.
- Create Contact Creates a person with first name and surname, optionally linked to a company by email and affiliation. The step that puts a real stakeholder on the new client record.
Jobs
2- List Jobs Lists client projects with free-text search over title and description, status filtering, and pagination. The entry point for delivery and billing sweeps.
- Get Job Retrieves one project by ID with title, standing, dates, and owning company. The context pull before invoicing or escalation.
Tasks
2- List Tasks Lists units of work across the deployment with search, standing filters, and pagination.
- Create Task Creates a task attached to a parent object by against type and against ID, jobs, companies, tickets, with optional manager, due date, and time budget.
Activities
1- Log Activity Logs a note, email, call, or meeting against a company, contact, job, or ticket, with subject, body, and medium. The write that builds the client file, gated when it asserts what a human said.
Frequently Asked Questions
What can FlowRunner do with Accelo?
FlowRunner agents can run List Companies, Get Company, and Create Company in Accelo, plus 7 more actions.
Does connecting Accelo to FlowRunner require OAuth?
No. Accelo connects to FlowRunner with an API key, no OAuth flow required.
Can Accelo trigger a FlowRunner workflow automatically?
Accelo doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.
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