Accelo Forms API - Example Forms

This page contains a number of forms which use the Accelo Forms API, which can be used by developers as examples in building forms for their own websites. Fields denoted with a * are required fields for the specific Forms API.

Your domain

.accelo.com

Company Form

The Company Forms API is the best way to create a new company, contact and affiliation in your Accelo account from a web form.

  • Company Name
    *
  • Contact Name
    * *
  • Email
  • Phone
  • Send Activity?
  • File

Contact Form

The Contact Forms API is the best way to create a new contact and affiliation not linked to a company in your Accelo account from a web form.

  • Contact Name
    * *
  • Email
  • Phone

  • Send Activity?
  • File

Request Form

The Request Forms API will create a new Request of whatever "type" you choose, and if the Company and/or Contact is not yet in your Accelo account, it will create one of those too.

  • Request Type ID
  • Request Title/Subject
    *
  • Request Body/Content*
  • Company Name
  • Contact Name
    * *
  • Email

  • Phone
  • File

Sale Form

The Sale Forms API will create a new Sale/Prospect of whatever "type" and "status" you choose, and if the Company and/or Contact is not yet in your Accelo account, it will create those too.

  • Sale Type ID
    *
  • Sale Status ID
    *
  • Sale Title
  • Company Name
  • Contact Name
    * *
  • Email
  • Phone
  • Salesperson ID
  • Salesperson Due
  • Sale Weighting/Stars
  • Sale Value
    $
  • Sale Comments*

  • Send Activity?
  • File

Issue Form

  • Issue Type ID
    *
  • Issue Status ID
    *
  • Issue Title
    *
  • Issue Description
  • Manager ID
  • Company Name
  • Contact Name
    * *
  • Email
  • Phone
  • Deadline
  • Priority ID
  • Class ID
  • Send Activity?
  • File

Contract/Retainer Form

  • Contract Type ID
    *
  • Contract Status ID
    *
  • Contract Title
    *
  • Contract Notes
  • Manager ID
  • Company Name
  • Contact Name
    * *
  • Email
  • Phone
  • Start/Commence
  • Expiry
  • Billing Type
  • Allowance
    $
    which buys:
    of time (in seconds) per period (see duration below) OR
    $
    of value per period (see duration below)
  • Rollover Unused Allowance?
  • Period Duration
    If defined, renew every
  • Period Duration
    Create first period
  • Send Activity?
  • File