Connect AccuLynx and BaseLinker

Both apps 52AccuLynx 27BaseLinker 25

• 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
  New Order

  Triggers when a new confirmed order appears in the BaseLinker order manager.

• Action
  Add a Tracking Number

  Adds a tracking number from a courier shipment created outside BaseLinker to an order.

• Action
  Add CRM client

  Creates a new CRM client in BaseLinker, or updates an existing one when a CRM client ID is given. Returns the client's ID.

• Action
  Add Invoice

  Issues an invoice for an order in the BaseLinker order manager.

• Action
  Add Order

  Creates a new order in the Base (BaseLinker) order manager with buyer, delivery, billing and product details, and returns the new order's ID.

• Action
  Add order product

  Adds a product line item to an existing BaseLinker order and returns the new item's id.

• Action
  Add order return

  Creates a new order return in the BaseLinker return manager, optionally linked to an existing order, and returns its ID.

• Action
  Add Payment

  Records a payment on a BaseLinker order, setting the order's paid amount, date and comment.

• Action
  Add product

  Creates a new product in a BaseLinker (Base) inventory catalog and returns its product ID.

• Action
  Delete order

  Deletes an order from the BaseLinker order manager.

• Action
  Delete product

  Deletes a product from a BaseLinker product catalog.

• Action
  Find orders

  Finds orders in the Base order manager matching the filters you give (order ID, buyer email, status, source, dates). Returns up to 100 orders.

• Action
  Get CRM clients

  Returns CRM clients from BaseLinker, optionally filtered by client ID, email, phone, login, invoice company, tax ID, full name or status. Returns up to 100 clients.

• Action
  Get Order Fields

  Returns the custom extra fields defined for orders in BaseLinker, with each field's ID, name, editor type and allowed options.

• Action
  Get Order Package

  Returns the courier shipments (packages) created for a BaseLinker order, with tracking numbers, courier and tracking status.

• Action
  Get Order Returns

  Returns order returns from the BaseLinker return manager, optionally narrowed by order, return, date, status or source (up to 100 at a time).

• Action
  Get product

  Returns the full details of one product from a BaseLinker catalog, including prices, stock, text fields, images and variants.

• Action
  List inventories

  Returns the product catalogs (inventories) in your BaseLinker account, with their languages, price groups and warehouses.

• Action
  List order statuses

  Returns the order statuses created in the BaseLinker order manager, with their names, colors and groups.

• Action
  List products

  Returns the basic data (ID, SKU, EAN, name, prices and stock) of products in a BaseLinker catalog, optionally filtered by category, tag, SKU, EAN, name, price or stock.

• Action
  Update Order

  Updates selected fields of an existing BaseLinker order, such as addresses, comments, delivery details and extra fields. Fields left blank are not changed.

• Action
  Update Order Status

  Changes the status of a BaseLinker order to the status you choose.

• Action
  Update product

  Updates an existing product in a BaseLinker catalog. Only the fields you fill in are changed.

• Action
  Update product prices

  Updates the gross prices of up to 1000 products or variants in a BaseLinker catalog, per price group.

• Action
  Update product stock

  Updates the stock levels of products or variants in a BaseLinker catalog, per warehouse.

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