Connect AccuLynx and Brandfolder

Both apps 52AccuLynx 31Brandfolder 21

• 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
  Create Contact

  Creates a new contact in AccuLynx with its name, company, phone numbers, email addresses, and mailing and billing addresses.

• Action
  Create Job

  Creates a new job in AccuLynx for an existing contact. The job starts in the Lead milestone with no assigned representative.

• 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 Lead Source

  Finds an active lead source (or child lead source) in your AccuLynx company by its 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
  Search Contact

  Returns the contacts whose first name, last name or company name matches a search term, created within a date range and optionally limited to certain contact types.

• 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 Brandfolder

  Triggers when a new Brandfolder becomes accessible to the connected user.

• Trigger
  New Collection

  Triggers when a new collection becomes accessible to the connected Brandfolder user.

• Trigger
  New Section

  Triggers when a new section is added to a Brandfolder.

• Action
  Create Asset

  Creates an asset in a Brandfolder section, optionally with file attachments imported from public URLs.

• Action
  Create Brandfolder

  Creates a new Brandfolder in the chosen organization.

• Action
  Create Custom Field

  Creates a controlled custom field key in a Brandfolder, optionally restricting its allowed values.

• Action
  Create Section

  Creates a new section in a Brandfolder to organize assets.

• Action
  Create Tag

  Adds one or more tags to a Brandfolder asset and returns all of the asset's tags.

• Action
  Delete asset

  Deletes an asset from Brandfolder.

• Action
  Delete collection

  Deletes a collection from Brandfolder.

• Action
  Get asset

  Returns a single Brandfolder asset by its id, optionally with its related attachments, tags, collections, section and custom fields.

• Action
  Get Brandfolder

  Returns a single Brandfolder by its id, including its name, privacy, slug and tagline.

• Action
  Get collection

  Returns a Brandfolder collection's details, optionally with its asset count and related records.

• Action
  List assets

  Returns the assets in a Brandfolder, optionally narrowed by a search query and expanded with related records such as tags, collections or attachments.

• Action
  List Brandfolders

  Returns all Brandfolders the connected user can access, optionally filtered by a search query.

• Action
  List collections

  Returns every collection your Brandfolder account can access, across all Brandfolders.

• Action
  List sections

  Returns the sections in a Brandfolder, with each section's name, default asset type and position.

• Action
  List tags

  Returns the tags on assets in a Brandfolder.

• Action
  Update Asset

  Updates an existing Brandfolder asset's name, description, thumbnail, approval, availability dates, and can add new attachments.

• Action
  Update attachment

  Updates an attachment's file name or replaces its file from a URL, and returns the updated attachment.

• Action
  Update Brandfolder

  Updates the name, privacy, slug or tagline of a Brandfolder.

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