Wufoo
Accelo
zapier

An automated workflow using zapier

Connects Wufoo + Accelo

Create or update Accelo contacts from new Wufoo form entries

About this workflow template

This automation scenario allows you to connect Wufoo and Accelo

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Wufoo and Accelo can also be integrated using automation tools other than zapier:

Diagram

Create or update Accelo contacts from new Wufoo form entries
Workflow diagram: Wufoo + Accelo integration

How it works?

When this trigger fires in Wufoo

Wufoo

New Entry in Wufoo

Triggers when someone fills out your form.

Then this action happens in Accelo

Accelo

Create/Update Contact in Accelo

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

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create or update Accelo contacts from new Wufoo form entries.

Part I

Configure Applications

First, we need to connect Wufoo and Accelo to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Wufoo to Zapier.

    Connect Wufoo to Zapier.

    Give Zapier access to your Wufoo account, using Wufoo credentials.

  • Connect Accelo to Zapier.

    Connect Accelo to Zapier.

    Give Zapier access to your Accelo account, using Accelo credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Wufoo

    Set up a Trigger action for Wufoo

    Choose the following trigger: New Entry (Triggers when someone fills out your form.).

  • Then set up an Action for Accelo

    Then set up an Action for Accelo

    Choose this action: Create/Update Contact (Creates a new contact or updates a contact if it already exists.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Wufoo and Accelo.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create or update Accelo contacts from new Wufoo form entries!

Supported triggers and actions

  • Wufoo

    New entry

    Triggers when someone fills out your form.

    zapieralbato
    triggerbyzapieralbato
  • Wufoo

    Watch entries

    Triggers when someone fills in a form being watched .

    integromat
    triggerbyintegromat
  • Wufoo

    New entry (poll)

    Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.

    zapier
    triggerbyzapier
  • Wufoo

    New form

    Triggers when you build a new form.

    zapier
    triggerbyzapier
  • Wufoo

    New entry (webhook)

    Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).

    zapier
    triggerbyzapier
  • Wufoo

    Watch forms

    Triggers when a new form is added or updated.

    integromat
    triggerbyintegromat
  • Accelo

    Create/update contact

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

    zapier
    actionbyzapier
  • Accelo

    Create request

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

    zapierintegratelypipedream
    actionbyzapierintegratelypipedream
  • Accelo

    Create sale

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

    zapierintegrately
    actionbyzapierintegrately
  • Accelo

    Create timer

    Starts a new timer.

    zapierintegrately
    actionbyzapierintegrately
  • Accelo

    Pause timers

    Pauses any active timers.

    zapierintegrately
    actionbyzapierintegrately
  • Accelo

    Lookup webhook resource

    Lookup a webhook's resource.

    zapier
    actionbyzapier

Apps you need

Accelo

Accelo

Project Management

A professional service automation (PSA) platform

Automate and streamline your service operations with Accelo's end-to-end cloud-based platform. Manage all aspects of client work delivery, from prospect to payment.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.