Connect AccuLynx to Bloom Growth

Both apps 49AccuLynx 27Bloom Growth 22

• 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 Goal

  Creates a new goal (Rock) in Bloom Growth, optionally assigned to an accountable user.

• Action
  Add Meeting

  Create a new L10 meeting.

• Action
  Add Metric

  Creates a new metric (measurable) on the Bloom Growth scorecard.

• Action
  Create a Personal To-Do

  Creates a Personal To-do

• Action
  Create Headline

  Creates a headline in a Bloom Growth Level 10 meeting.

• Action
  Create Issue

  Creates an issue on a Bloom Growth meeting's issues list.

• Action
  Create Meeting To-Do

  Create a to-do for a meeting

• Action
  Get Current Week

  Returns the current week in Bloom Growth, including its week id and dates. Useful for updating a metric's score for this week.

• Action
  Get Goal

  Retrieve a single goal (rock) by ID.

• Action
  Get Headline

  Retrieves a single headline by its ID.

• Action
  Get Issue

  Retrieves a single issue by its id.

• Action
  Get Metric

  Retrieve a single metric (measurable) by ID.

• Action
  Get To-Do

  Retrieve a single to-do by ID.

• Action
  List Goals

  Lists the goals (Rocks) owned by a user in Bloom Growth — the connected user by default, or the user you name.

• Action
  List Meetings

  Lists the Level 10 meetings of the connected user, or of a chosen user.

• Action
  List Metrics

  Lists the metrics (Measurables) owned by a Bloom Growth user, or by the connected user when no user is given.

• Action
  List To-Dos

  Lists the to-dos of the connected user, or of a specific user when a user id is given.

• Action
  Update Current Metric

  Sets a metric's score for the current week in Bloom Growth.

• Action
  Update Goal

  Updates a goal's data

• Action
  Update Metric

  Updates a metric (measurable) in Bloom Growth: its name, goal direction, target, unit type and alternate target.

• Action
  Update To-Do

  Updates the title and/or due date of an existing Bloom Growth to-do.

• Action
  Update To-Do Completion

  Updates a to-do's completion status

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