All integrationsGovernment & Public Data
Accela
Work with Accela Civic Platform: search, open and update permits, licenses and cases, move workflow tasks on, attach documents, check fees, and schedule and result inspections.
- actions
- 30
- triggers
- 5
Triggers
Start a workflow when something happens in Accela.
- New recordRuns when a record, such as a permit application or a complaint, is opened in Accela after this watch starts.
- Record changedRuns each time a record changes in Accela after this watch starts.
- Record status changedRuns when a record moves to a new status in Accela, such as Issued, after this watch starts.
- Inspection scheduledRuns when an inspection is requested or scheduled in Accela after this watch starts.
- Inspection resultedRuns when an inspection is given a result in Accela, such as Passed or Failed, after this watch starts.
Actions
Steps a workflow can run in Accela.
- Search recordsFind permits, licenses, cases and other records by record number, type, status, name, or the days they were opened or changed. Returns one page; use 'Offset' for more.
- Get recordGet one record with its type, status, dates, assignment and fee totals, and optionally its addresses, parcels, owners, contacts and custom fields.
- Create recordOpen a new record, such as a permit application or a complaint, of a record type, optionally with an address, a parcel and a contact. Accela runs the agency's own rules for a new application.
- Update recordChange a record's name, description, notes, status, department or priority. Only the fields you fill in change.
- Delete recordDelete a record. This can't be undone.
- List record typesList the agency's record types, optionally of one module, with the four-level names other steps take.
- List record statusesList the statuses a record type can be in.
- List record addressesList the addresses on a record.
- Add address to recordAdd an address to a record.
- List record contactsList the contacts on a record, such as its applicant and contractor.
- Add contact to recordAdd a person or business to a record as a contact, such as its applicant.
- List record parcelsList the parcels a record is on, with their legal description and assessed values.
- List record ownersList the property owners on a record, with their mailing addresses.
- List record commentsList the comments on a record.
- Add comment to recordAdd a comment to a record.
- List workflow tasksList a record's workflow tasks, such as intake and plan review, with their status and who they're assigned to.
- Update workflow taskSet a workflow task's status (such as Approved), add a comment, or record who did it and the hours spent. A new status moves the record on as the agency's workflow says.
- List record documentsList the documents attached to a record.
- Attach document to recordAttach a file to a record, such as plans from an email, or save text from an earlier step as a text file on the record.
- Download documentDownload a document from Accela, so later steps can read, send or store it.
- List record feesList a record's fees, all or only the paid or unpaid ones, with the total and what is still due.
- List record invoicesList a record's invoices with their amounts and balances.
- Search inspectionsFind inspections by record, inspector, or the days they were scheduled for or resulted. Returns one page; use 'Offset' for more.
- Get inspectionGet one inspection with its type, status, schedule, inspector and result.
- List inspection types for recordList the kinds of inspection a record can have scheduled.
- Get open inspection datesList the days open for an inspection on a record, up to 31 from the day you pick, by the agency's inspection calendar.
- Schedule inspectionSchedule an inspection on a record for a day, optionally at a time and with an inspector.
- Reschedule inspectionMove a scheduled inspection to another day, time or inspector.
- Cancel inspectionCancel a scheduled inspection.
- Result inspectionRecord an inspection's result, such as Passed or Failed, with a comment. Accela then moves the record on as the agency has set up.
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