--- title: "Connect AccuLynx and Avaza - APIANT.ai" description: "When \"List of Jobs by Milestone\" fires in AccuLynx, your agent runs \"Create Contact\" in Avaza." canonical: "https://apiant.ai/connect/acculynx-to-avaza" --- # Connect AccuLynx and Avaza When **List of Jobs by Milestone** fires in [AccuLynx](https://apiant.ai/connections/acculynx), your agent runs **Create Contact** in [Avaza](https://apiant.ai/connections/avaza), or **Company Updated** in Avaza to **Add contact note** in AccuLynx. Describe the whole flow and it is built, tested on every scenario and kept running. AccuLynx **1** trigger AccuLynx **26** actions Avaza **25** triggers Avaza **47** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AccuLynx and Avaza to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What AccuLynx and Avaza can do together ### From AccuLynx to Avaza - When **List of Jobs by Milestone** in AccuLynx then **Create Contact** in Avaza - When **List of Jobs by Milestone** in AccuLynx then **Create Invoice** in Avaza ### From Avaza to AccuLynx - When **Company Updated** in Avaza then **Add contact note** in AccuLynx - When **Contact Updated** in Avaza then **Update Contact Custom Field** 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 Avaza ## Triggers and actions 26 triggers · 73 actions - 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. - Trigger **Company Updated** Triggers when a company is updated in Avaza, delivering a snapshot of the company. - Trigger **Contact Updated** Triggers when a contact is updated in Avaza. - Trigger **Estimate Deleted** Triggers when an estimate (quote) is deleted in Avaza. - Trigger **Estimate Updated** Triggers when an estimate (quote) is updated in Avaza. - Trigger **Expense Deleted** Triggers when an expense is deleted in Avaza. - Trigger **Expense Updated** Triggers when an expense is updated in Avaza. - Trigger **Invoice Sent** Triggers when an invoice is sent (or marked as sent) in Avaza. - Trigger **Invoice Update** Triggers when an invoice is updated in Avaza. - Trigger **New Bill Created** Triggers when a new supplier bill is created in Avaza. - Trigger **New Company** Triggers when a new company is created in Avaza. - Trigger **New Contact** Triggers when a new contact is created in Avaza. - Trigger **New Estimate Created** Triggers when a new estimate (quote) is created in Avaza. - Trigger **New Expense Created** Triggers when a new expense is created in Avaza. - Trigger **New Invoice Created** Triggers when a new invoice is created in Avaza. - Trigger **New Project** Triggers when a new project is created in Avaza. - Trigger **New Schedule Series Created** Triggers when a schedule series (a project booking or leave) is created in Avaza. - Trigger **New Task Created** Triggers when a new task is created in Avaza. - Trigger **New Timesheet Entry** Triggers when a timesheet entry is created in Avaza. - Trigger **Project Updated** Triggers when a project is updated in Avaza. - Trigger **Schedule Series Deleted** Triggers when a schedule booking or leave series is deleted in Avaza. - Trigger **Schedule Series Updated** Triggers when a schedule series (a project booking or leave) is updated in Avaza. - Trigger **Task Deleted** Triggers when a task is deleted in Avaza. - Trigger **Task Updated** Triggers when a task is updated in Avaza. - Trigger **Timesheet Entry Deleted** Triggers when a timesheet entry is deleted in Avaza. - Trigger **Timesheet Entry Updated** Triggers when a timesheet entry is updated in Avaza. - Action **Create Bill** Creates a new draft supplier bill in Avaza, optionally creating the supplier company and contact if no match is found. - Action **Create Bill Payment** Records a payment made to a supplier, optionally allocating it against one or more bills. - Action **Create Company** Creates a new customer company in Avaza with billing address, contact details and custom field values. - Action **Create Contact** Creates a new contact in Avaza, optionally linked to an existing or new company. - Action **Create Estimate / Quote** Creates a new draft estimate (quote) for a customer, optionally creating the customer company and contact if no match is found. - Action **Create Expense** Creates a new expense entry in Avaza for a user, with a date, amount and expense category, optionally linked to a customer, project or task. - Action **Create Invoice** Creates a new draft invoice for a customer company, with line items. Can create the customer company and contact if no matching company is found. - Action **Create Invoice Payment** Records a customer payment in Avaza, optionally allocating it against one or more invoices. - Action **Create Project** Creates a new project in Avaza under an existing customer company, or under a new company created from the name you give. - Action **Create Schedule Booking** Creates a project work schedule booking for a user over a date range, with hours per day or a total duration. - Action **Create Section** Creates a new section (task group) within an Avaza project. - Action **Create Task** Creates a new task in an Avaza project section, optionally assigning users, dates, priority, effort, tags and custom field values. - Action **Create Timesheet Entry** Creates a timesheet entry in an Avaza project, or starts a timer when no duration is given. - Action **Delete Estimate** Deletes an estimate (quote) in Avaza. Estimates converted to an invoice cannot be deleted. - Action **Delete Schedule or Leave Series** Deletes a schedule booking or leave series, along with all of its daily schedule assignments. - Action **Delete Section** Deletes a section (task group) from a project. Sections that still contain tasks cannot be deleted. - Action **Delete Task** Deletes a task, along with its subtasks and comments, from an Avaza project. - Action **Delete Timesheet** Deletes a timesheet entry in Avaza by its Timesheet Entry ID. - Action **Get Bill** Returns a single supplier bill by its ID, including line items, supplier and recipient address details, amounts, status and web links. - Action **Get Contact** Returns a single external contact by its Contact ID, including company, contact details, roles and custom field values. - Action **Get Estimate** Returns a single estimate (quote) by its ID, including line items, status, amounts, issuer/recipient details and web links. - Action **Get Project** Returns a project's full details, including its sections, team members, tags and custom field values. - Action **Lookup Company** Finds companies in Avaza whose name matches the search text and returns their IDs and names. - Action **Lookup Expense Category** Finds an expense category in your Avaza account by its name and returns its id and unit price settings. - Action **Lookup Project** Finds active projects by title, project code, or customer company and returns their ids, codes and titles. - Action **Lookup Project Timesheet Category** Looks up the timesheet categories assigned to a project, optionally matching one by name. - Action **Lookup Task** Returns a task by its ID, including project, section, assignees, dates, status, priority, tags, time tracking and custom field values. - Action **Lookup User** Finds Avaza users (team members and customer contacts) by email address, with optional filters for role, tag and company. Returns the first match and the full list of matches. - Action **Mark Invoice as Sent** Flags a draft invoice as Sent without emailing it to the customer. - Action **Reterive Task Comments** Returns the comments and discussion messages on an Avaza task, including replies, attachments and system messages. - Action **Search Expenses** Returns expense entries matching a search on merchant or category name, with optional filters for date range, user, customer, project, chargeable/invoiced status and approval status. - Action **Search Invoice** Searches invoices by status, customer company, issue date, due date or last-updated date, and returns the matching invoices with their line items. - Action **Search Project** Searches projects by title, company, category, owner, status, billing or budget type, tags and dates, and returns the matching projects. - Action **Search Task** Searches tasks, filtering by project, section parent, status, priority, due date range, assigned user, completion state and last-updated date. - Action **Search Timesheets** Searches timesheet entries, filtered by date range, user, project, customer, task, category, billable/invoiced and approval status. - Action **Stop Timer** Stops the running timer on an existing timesheet entry, adding the elapsed time to its duration. - Action **Update Company** Updates an existing Avaza company. Only the fields named in Fields To Update are changed. - Action **Update Contact** Updates an existing customer contact in Avaza — name, email, phone, mobile, position title, time zone, portal roles and custom field values. Only the fields you fill in are changed. - Action **Update Estimate** Updates an existing draft or sent estimate (quote) in Avaza, changing only the fields you list. Accepted, converted or void estimates cannot be updated. - Action **Update Expense** Updates an existing Avaza expense entry. Only the fields you list in Fields To Update are changed. - Action **Update Invoice** Updates an existing draft invoice in Avaza. Only the fields you list in Fields To Update are changed. - Action **Update Project** Updates an existing Avaza project. Only the fields named in Fields To Update are changed. - Action **Update Project Member** Updates a project member's rates, budget, or permissions on an Avaza project. Only the fields named in Fields To Update are changed. - Action **Update Project Timesheet Category** Updates a timesheet category's settings on a project, such as billable status, hourly rate, cost rate and budget hours. - Action **Update Schedule Booking** Updates an existing project work schedule booking in Avaza, such as its user, project, dates or hours. - Action **Update Task** Updates an existing Avaza task. Only the fields you fill in are changed; blank fields keep their current values. - Action **Update Timesheet Entry** Updates an existing timesheet entry in Avaza, changing only the fields you list as fields to update. ## Each app on its own - [ **AccuLynx** AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their...](https://apiant.ai/connections/acculynx) - [ **Avaza** Avaza is a versatile software for client-focused businesses.](https://apiant.ai/connections/avaza) Reviews ## What our customers say ## More from AccuLynx - [ **AccuLynx to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/acculynx-to-hubspot) - [ **AccuLynx to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/acculynx-to-salesforce) - [ **AccuLynx to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/acculynx-to-slack) - [ **AccuLynx to Google Sheets** Google Sheets](https://apiant.ai/connect/acculynx-to-google-sheets) - [ **AccuLynx to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/acculynx-to-gmail) - [ **AccuLynx to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/acculynx-to-google-calendar) ## More into Avaza - [ **ActiveCampaign to Avaza** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-avaza) - [ **Airtable to Avaza** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-avaza) - [ **Asana to Avaza** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-avaza) - [ **2Chat to Avaza** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-avaza) - [ **3Scribe to Avaza** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-avaza) - [ **5pm to Avaza** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-avaza) Questions ## AccuLynx and Avaza, 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 Avaza when something happens in AccuLynx? Any of Avaza's 47 actions, including Create Bill, Create Bill Payment, Create Company and Create Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Avaza to AccuLynx? Yes. When something happens in Avaza, your agent can act in AccuLynx too. This page covers both directions: Avaza's triggers and AccuLynx's actions are listed here as well. ### ### Do I have to build a connector for AccuLynx or Avaza? 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 Avaza 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.