Connect AccuLynx and Cin7 Core Inventory

Both apps 69AccuLynx 32Cin7 Core Inventory 37

• 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
  Create Lead

  Creates a new lead in AccuLynx: adds the person as a contact, then opens a job for them in the Lead milestone.

• 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 Customer / Updated Customer

  Triggers when a customer is created or updated in Cin7 Core.

• Trigger
  New Payment

  Triggers when a payment is added to a sale (its paid amount changes).

• Trigger
  New Product / Updated Product

  Triggers when a product is created or updated in Cin7 Core.

• Trigger
  New Purchase / Updated Purchase

  Triggers when a purchase is created or updated in Cin7 Core.

• Trigger
  New Sale

  Triggers when a new sale is created in Cin7 Core.

• Trigger
  New Supplier / Updated Supplier

  Triggers when a supplier is created or updated in Cin7 Core.

• Trigger
  Sale Credit Note Authorised

  Triggers when a sale credit note is authorised.

• Trigger
  Sale Fulfilment Update

  Triggers when a sale's pick, pack or ship status changes.

• Trigger
  Sale Invoice Authorised

  Triggers when a sale becomes fully invoiced.

• Trigger
  Sale Shipment Tracking Number Changed

  Triggers when a sale's shipment tracking numbers change.

• Trigger
  Sale Status Change

  Triggers when a sale's status changes in Cin7 Core.

• Trigger
  Sale Voided/Undone

  Triggers when a sale is voided.

• Trigger
  Stock Level Update

  Triggers when a product's stock level at a location changes.

• Action
  Add Sale Attachment

  Attaches a file to a sale.

• Action
  Add Sale Pack

  Records packing for a sale fulfilment.

• Action
  Add Sale Payment

  Records a payment or refund against a sale invoice.

• Action
  Add Sale Shipment

  Records shipment of a sale fulfilment, with carrier and tracking numbers.

• Action
  Create Customer

  Creates a new customer in Cin7 Core.

• Action
  Create Product

  Creates a new product in Cin7 Core.

• Action
  Create Sale

  Creates a new sale (quote or order header) in Cin7 Core.

• Action
  Create Stock Adjustment

  Creates a stock adjustment that changes on-hand quantities.

• Action
  Create Stock Transfer

  Creates a stock transfer between two locations.

• Action
  Create Supplier

  Creates a new supplier in Cin7 Core.

• Action
  Find a Customer

  Finds customers by name, ID or contact.

• Action
  Find an Assembly

  Finds assemblies (finished goods tasks) by status, search text or sale.

• Action
  Find a Product

  Finds products by name, SKU or ID.

• Action
  Find a Products Availability

  Returns on-hand, allocated and available stock for products, per location.

• Action
  Find a Sale

  Returns one sale by its ID, with its order, invoices and fulfilments.

• Action
  Find a Sale Credit Note

  Returns a sale's credit notes.

• Action
  Find a Sale Extended

  Finds sales by order number, customer, invoice number, reference, credit note number or status.

• Action
  Find a Sale Fulfilment

  Returns a sale's fulfilments with their pick, pack and ship details.

• Action
  Find a Sale Invoice

  Returns a sale's invoices.

• Action
  Find a Sale Payments

  Returns the payments and refunds recorded on a sale.

• Action
  Update Customer

  Updates an existing customer in Cin7 Core.

• Action
  Update Product

  Updates an existing product in Cin7 Core.

• Action
  Update Sale

  Updates the header of an existing sale in Cin7 Core.

• Action
  Update Supplier

  Updates an existing supplier in Cin7 Core.

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