Connect AccuLynx and BigMailer

Both apps 63AccuLynx 27BigMailer 36

• 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 Contact

  Triggered when a new contact is created in a BigMailer brand.

• Action
  Add/Update Contact

  Creates a BigMailer contact, or updates the existing contact with that email address. Custom fields for the selected brand can be mapped alongside list membership and unsubscribe settings.

• Action
  Create a bulk campaign

  Creates a bulk email campaign in a BigMailer brand — name, subject, sender, content, recipient lists, tracking and optional schedule.

• Action
  Create an RSS campaign

  Creates an RSS-to-email campaign in a BigMailer brand: watches a feed URL and emails new items on the schedule you choose.

• Action
  Create a transactional campaign

  Creates a transactional campaign in a BigMailer brand — the reusable email template and settings you later send one-off emails with.

• Action
  Create list

  Creates a new contact list inside a BigMailer brand.

• Action
  Create segment

  Creates a segment in a BigMailer brand: a saved set of conditions that picks out the contacts you want to target.

• Action
  Create template

  Creates a reusable email or landing-page template in a BigMailer brand.

• Action
  Delete contact

  Deletes a contact from a BigMailer brand, by contact ID or email address.

• Action
  Delete list

  Deletes a contact list from a BigMailer brand.

• Action
  Delete segment

  Deletes a segment from a BigMailer brand.

• Action
  Delete template

  Deletes a template from a BigMailer brand.

• Action
  Get brand

  Returns one BigMailer brand: its name, default sender, bounce settings, contact count and engagement stats.

• Action
  Get bulk campaign

  Returns one bulk campaign from a BigMailer brand, including its content, recipients and send statistics.

• Action
  Get contact

  Returns one BigMailer contact by ID or email address, including its custom field values.

• Action
  Get list

  Returns one contact list from a BigMailer brand.

• Action
  Get RSS campaign

  Returns one RSS campaign from a BigMailer brand, including its feed URL, schedule and content.

• Action
  Get segment

  Returns one segment from a BigMailer brand, including the conditions that define it.

• Action
  Get template

  Returns one template from a BigMailer brand, including its HTML.

• Action
  Get transactional campaign

  Returns one transactional campaign from a BigMailer brand, including its content and send statistics.

• Action
  List brands

  Lists the brands in your BigMailer account.

• Action
  List bulk campaigns

  Lists the bulk campaigns in a BigMailer brand.

• Action
  List contacts

  Lists the contacts in a BigMailer brand, optionally limited to one list.

• Action
  List lists

  Lists the contact lists in a BigMailer brand.

• Action
  List RSS campaigns

  Lists the RSS campaigns in a BigMailer brand.

• Action
  List segments

  Lists the segments in a BigMailer brand.

• Action
  List senders

  Lists the sending identities in a BigMailer brand.

• Action
  List templates

  Lists the templates in a BigMailer brand.

• Action
  List transactional campaigns

  Lists the transactional campaigns in a BigMailer brand.

• Action
  Update a bulk campaign

  Updates an existing bulk campaign in a BigMailer brand. Only the fields you fill in are changed.

• Action
  Update an RSS campaign

  Updates an existing RSS campaign in a BigMailer brand. Only the fields you fill in are changed.

• Action
  Update a transactional campaign

  Updates an existing transactional campaign in a BigMailer brand. Only the fields you fill in are changed.

• Action
  Update brand

  Updates an existing BigMailer brand — its name, default sender name and email, website URL, unsubscribe text, bounce thresholds, contact limit and logo. Only the fields you fill in are changed.

• Action
  Update list

  Renames an existing contact list inside a BigMailer brand.

• Action
  Update segment

  Updates an existing BigMailer segment — its name, match operator (all/any) and its list of conditions. Only the fields you fill in are changed.

• Action
  Update template

  Updates an existing BigMailer template — its name, type, HTML content and account-wide sharing. Only the fields you fill in are changed.

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