Connect Accredible Certificates and AccuLynx

Both apps 45Accredible Certificates 18AccuLynx 27

• Trigger
  New Credential Published

  Triggers when a credential (certificate or badge) is published in Accredible, optionally limited to one group or recipient.

• Action
  Add department

  Creates a new department in your Accredible account, with its name, website, logo and branding images.

• Action
  Add design

  Creates a new certificate or badge design in Accredible from encoded design content.

• Action
  Add evidence item

  Adds an evidence item (a file, link, video, grade or transcript) to an existing credential so it is shown on the recipient's certificate or badge page.

• Action
  Add group

  Creates a group in Accredible representing a course or achievement, which credentials can then be issued from.

• Action
  Add reference

  Adds a reference (a testimonial from a teacher, manager, mentor or colleague) to an existing credential.

• Action
  Create Credential

  Creates a credential (certificate or badge) for a recipient in one of your groups, optionally with evidence items and references.

• Action
  Create Evidence - Transcript

  Adds a transcript to a credential as an evidence item, shown on the recipient's certificate or badge.

• Action
  Delete Credential

  Deletes a credential (certificate or badge) from your Accredible account and returns the record that was removed.

• Action
  Delete group

  Deletes a group (a course or achievement) from your Accredible account and returns the deleted group.

• Action
  Find Credentials

  Returns the credentials that match the criteria you supply, such as recipient email, recipient name, group, or issue date range.

• Action
  Find designs

  Returns the certificate and badge designs in your Accredible account, optionally narrowed by kind or meta data.

• Action
  Generate credential PDF

  Generates a PDF of a published credential and returns a link to download it.

• Action
  Get credential

  Returns one credential by its id, including its recipient, group, custom attributes, evidence, references, skills and image links.

• Action
  Get group

  Returns a group (a course or achievement) with its course details, design, collections, earning criteria and skills.

• Action
  List credentials

  Returns every credential in your Accredible account, oldest first, optionally narrowed to one group, a publish state, a recipient or a date range.

• Action
  Update Credential

  Updates an existing credential's recipient details, course information, dates, custom attributes, evidence and references. Only the fields you fill in are changed.

• Action
  Update group

  Updates an existing group (course or achievement) in Accredible, changing its name, course details, designs, expiry and skills settings.

• Trigger
  List of Jobs by Milestone

  Triggers when a job enters one of the chosen workflow milestones (for example Lead, Prospect or Approved), newest milestone change first.

• Action
  Add contact note

  Adds a text note to an AccuLynx contact.

• Action
  Add job document

  Uploads a document file to an AccuLynx job and saves it in the chosen document folder.

• Action
  Add job external reference

  Creates an external reference linking an AccuLynx job to a project in another system.

• Action
  Add job message

  Posts a comment to a job's message feed in AccuLynx, visible in the job's Messages section.

• Action
  Add job photo or video

  Uploads a single photo or video to an AccuLynx job, with an optional description and tags.

• Action
  Add received payment

  Records a payment received on an AccuLynx job, such as a customer deposit or check, and returns the new payment.

• Action
  Find Job

  Returns the AccuLynx jobs that contain a search term (such as a name, address or job number) and/or lie near a map location.

• Action
  Find Job Category

  Returns the active AccuLynx job category whose name matches the name you give, or nothing when no category has that name.

• Action
  Find Trade-Types

  Finds an active trade type in your AccuLynx company settings by its name and returns its id.

• Action
  Find Work-Types

  Finds an active AccuLynx work type (for example Insurance or Retail) by its name and returns its id.

• Action
  Get Contact

  Returns the details of one AccuLynx contact by its ID, including name, company, mailing and billing addresses, and its phone numbers and email addresses.

• Action
  Get Contact Custom Fields

  Returns every custom field value recorded on an AccuLynx contact, with each field's label, type and values.

• Action
  Get estimate

  Returns one AccuLynx estimate by its id, including its title, number, primary flag, financial totals, linked job and section references.

• Action
  Get Job

  Returns the details of one AccuLynx job, including its location address, contacts, trade types, category, work type, lead source, current milestone and priority.

• Action
  Get Job Custom Fields

  Returns the custom field values recorded on a job, with each field's label, type, values and when it was last modified.

• Action
  Get job financials

  Returns the financial summary for a job: approved job value, balance due, worksheet section totals, and links to (or full details of) the worksheet and amendments.

• Action
  List contacts

  Returns the contacts in your AccuLynx account, with their names, company, mailing and billing addresses, and links to their phone numbers and email addresses.

• Action
  List estimates

  Returns all estimates for the current AccuLynx location, with the job each one belongs to.

• Action
  List jobs

  Returns the jobs in your AccuLynx account, optionally filtered by date range, milestone and assignment, and sorted by created, milestone or modified date.

• Action
  List users

  Returns the users in your AccuLynx company, optionally filtered by status (active, inactive, archived or deleted).

• Action
  Set Initial Appointment

  Adds or updates the initial appointment on an AccuLynx job, including its start and end times and notes.

• Action
  Update Contact Custom Field

  Sets the value of one custom field on an AccuLynx contact.

• Action
  Update job address

  Updates the location address of an existing AccuLynx job. Only the address parts you fill in are sent.

• Action
  Update Job Custom Field

  Sets the value of one custom field on an AccuLynx job.

• Action
  Update job lead source

  Changes the lead source recorded on an AccuLynx job.

• Action
  Update job priority

  Sets the priority (Urgent, High or Normal) of an existing AccuLynx job.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.