Connect AccuLynx to Attentive

Both apps 40AccuLynx 27Attentive 13

• 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.

• Action
  Add to Cart

  Records that a shopper added a product to their cart in Attentive, so cart-abandonment journeys can fire.

• Action
  Custom Attributes

  Sets custom attributes (such as age, birthday or favorite team) on an Attentive user identified by phone, email, or external identifier.

• Action
  Custom Events

  Sends a custom event (such as "Order Shipped") for a user to Attentive, which can trigger Journeys.

• Action
  Delete Request

  Creates a privacy (CCPA) deletion request that deletes a subscriber within thirty days, identified by email, phone or client user id.

• Action
  Get Custom Attributes for a User

  Returns all custom attributes (name and value) stored on an Attentive user, looked up by phone number or email.

• Action
  Get Subscription Eligibility for a User

  Returns the subscription types and channels (SMS or email) a subscriber is eligible to receive messages on, looked up by phone number or email.

• Action
  Identity

  Associates a client user identifier or custom identifiers with an Attentive subscriber identified by phone, email, Shopify ID or Klaviyo ID.

• Action
  Lookup Product Catalog Ingestion

  Returns the status, validation errors and product counts of a product catalog upload.

• Action
  Product View

  Records that a shopper viewed one or more products in Attentive, so product-view journeys can fire.

• Action
  Purchase

  Records a purchase (order) event for a shopper in Attentive so it can trigger purchase-based journeys.

• Action
  Subscribe User

  Opts a person in to Attentive text or email subscriptions by phone or email, using a sign-up unit or a locale and subscription type.

• Action
  Unsubscribe Subscriptions for a User

  Unsubscribes a user (by phone or email) from specific Attentive subscription types and channels, or from all subscriptions when none are given.

• Action
  View Recent Catalog Uploads

  Returns your recent product catalog uploads with their ingestion status, product counts and validation errors, newest first.

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