Integration
Connect AccuLynx and Asana
When List of Jobs by Milestone fires in AccuLynx, your agent runs Add tag to task in Asana, or Completed task in project in Asana to Add contact note in AccuLynx. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want AccuLynx and Asana to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What AccuLynx and Asana can do together
From AccuLynx to Asana
When List of Jobs by Milestone in AccuLynx
then Add tag to task in Asana
When List of Jobs by Milestone in AccuLynx
then Add task to section in Asana
From Asana to AccuLynx
When Completed task in project in Asana
then Add contact note in AccuLynx
When New comment on task in Asana
then Add job message in AccuLynx
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with AccuLynx and Asana
Triggers and actions 11 triggers · 50 actions
Trigger
List of Jobs by MilestoneTriggers when a job enters one of the chosen workflow milestones (for example Lead, Prospect or Approved), newest milestone change first.
Action
Add contact noteAdds a text note to an AccuLynx contact.
Action
Add job documentUploads a document file to an AccuLynx job and saves it in the chosen document folder.
Action
Add job external referenceCreates an external reference linking an AccuLynx job to a project in another system.
Action
Add job messagePosts a comment to a job's message feed in AccuLynx, visible in the job's Messages section.
Action
Add job photo or videoUploads a single photo or video to an AccuLynx job, with an optional description and tags.
Action
Add received paymentRecords a payment received on an AccuLynx job, such as a customer deposit or check, and returns the new payment.
Action
Find JobReturns 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 CategoryReturns the active AccuLynx job category whose name matches the name you give, or nothing when no category has that name.
Action
Find Trade-TypesFinds an active trade type in your AccuLynx company settings by its name and returns its id.
Action
Find Work-TypesFinds an active AccuLynx work type (for example Insurance or Retail) by its name and returns its id.
Action
Get ContactReturns 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 FieldsReturns every custom field value recorded on an AccuLynx contact, with each field's label, type and values.
Action
Get estimateReturns one AccuLynx estimate by its id, including its title, number, primary flag, financial totals, linked job and section references.
Action
Get JobReturns 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 FieldsReturns the custom field values recorded on a job, with each field's label, type, values and when it was last modified.
Action
Get job financialsReturns 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 contactsReturns 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 estimatesReturns all estimates for the current AccuLynx location, with the job each one belongs to.
Action
List jobsReturns the jobs in your AccuLynx account, optionally filtered by date range, milestone and assignment, and sorted by created, milestone or modified date.
Action
List usersReturns the users in your AccuLynx company, optionally filtered by status (active, inactive, archived or deleted).
Action
Set Initial AppointmentAdds or updates the initial appointment on an AccuLynx job, including its start and end times and notes.
Action
Update Contact Custom FieldSets the value of one custom field on an AccuLynx contact.
Action
Update job addressUpdates the location address of an existing AccuLynx job. Only the address parts you fill in are sent.
Action
Update Job Custom FieldSets the value of one custom field on an AccuLynx job.
Action
Update job lead sourceChanges the lead source recorded on an AccuLynx job.
Action
Update job prioritySets the priority (Urgent, High or Normal) of an existing AccuLynx job.
Trigger
Completed task in projectTriggered when any task is completed in the selected project.
Trigger
New comment on taskTriggered when any new comment is made to the selected task.
Trigger
New or updated task in projectTriggered when any task is added or updated in the specified project in the specified workspace.
Trigger
New project in workspaceTriggered when a new project is added to the selected workspace.
Trigger
New story on taskTriggered when any new story is made to the selected task.
Trigger
New tag in workspaceTriggered when a new tag is added to the selected workspace.
Trigger
New task assigned to you in workspaceTriggered when a task is assigned to you in the selected workspace.
Trigger
New team in workspaceTriggered when a new team is added to the selected workspace.
Trigger
New userTriggered when a new user is created.
Trigger
New workspaceTriggered when a new workspace is created.
Action
Add attachmentUpload an attachment to a task.
Action
Add tag to taskAdds an existing tag to a task.
Action
Add task to sectionMoves a task into a section of a project.
Action
Associate task to projectAssociates a newly created task to a specified project in the specified workspace.
Action
Complete taskMarks a task as completed.
Action
Create new commentCreates a new comment on the specified task.
Action
Create new projectCreates a new project in the specified workspace.
Action
Create new taskCreates a new task in a workspace or project.
Action
Create section in projectCreates a new section within a project.
Action
Create subtaskCreates a subtask under an existing parent task.
Action
Delete commentDelete a comment (story) by gid.
Action
Delete projectDelete a project by gid.
Action
Delete taskPermanently deletes a task.
Action
Duplicate taskCreates a copy of an existing task.
Action
Find tasks in projectReturns the tasks belonging to a project.
Action
Get projectFetch a single project by its gid.
Action
Get task by IDReturns a single task's details by its ID.
Action
Get userFetch a single user by gid (or 'me').
Action
List attachmentsList attachments on a task.
Action
List projectsList projects in a workspace, optionally filtered by team.
Action
List usersList users in a workspace.
Action
Remove tag from taskRemoves a tag from a task.
Action
Update projectUpdate a project's fields (name, notes, due date, etc).
Action
Update taskUpdates an existing task's fields.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from AccuLynx
AccuLynx to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
AccuLynx to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
AccuLynx to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
AccuLynx to Google SheetsGoogle Sheets
AccuLynx to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
AccuLynx to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Asana
Gmail to AsanaGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Mailchimp to AsanaMailchimp marketing automation and email platform.
Notion to AsanaA new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Airtable to AsanaOrganize anything with Airtable, a modern database created for everyone.
PandaDoc to AsanaPandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...
Airbrake to AsanaAirbrake collects errors generated by other applications, and aggregates the results for review.
Questions
AccuLynx and Asana, answered
What can start an automation from AccuLynx?
Any of AccuLynx's 1 trigger in the catalog, including List of Jobs by Milestone. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Asana when something happens in AccuLynx?
Any of Asana's 24 actions, including Create new comment, Create new project, Create new task and Create section in project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Asana to AccuLynx?
Yes. When something happens in Asana, your agent can act in AccuLynx too. This page covers both directions: Asana's triggers and AccuLynx's actions are listed here as well.
Do I have to build a connector for AccuLynx or Asana?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use AccuLynx and Asana without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.