Connect AccuLynx and Communi App

Both apps 68AccuLynx 31Communi App 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
  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 Announcement

  Triggered when a new announcement is created in a group.

• Trigger
  New Event

  Triggered when a new event is created in the selected group.

• Trigger
  New Job Ad

  Triggered when a new job ad is created in a group.

• Trigger
  New message

  Triggers when a new message is posted in a Communi App conversation, such as a group chat, event chat or direct message.

• Trigger
  New Offer

  Triggered when a new offer is created.

• Trigger
  New poll

  Triggers when a new poll is created in Communi App.

• Trigger
  New Quest

  Triggered when a new quest is created.

• Trigger
  New Recommendation

  Triggers when a new recommendation is created in a group, including derived kinds such as videos, prayers and parishes unless narrowed by type.

• Trigger
  New user

  Triggers when a new user appears in your CommuniApp.

• Trigger
  New Video

  Triggers when a new video is posted in a Communi App group.

• Action
  Add article

  Creates a new article (such as a book or product recommendation) in your Communi App. Returns the created article.

• Action
  Add group

  Creates a new group in your CommuniApp, such as a subgroup or badge group, and returns the created group.

• Action
  Add message

  Sends a new message to a CommuniApp conversation, such as a group, event or direct user chat, and returns the created message.

• Action
  Add poll

  Creates a poll with 2 to 12 answer options. To show it to members, embed the new poll in a chat message afterwards.

• Action
  Add tag

  Creates a new tag in your CommuniApp and returns the created tag.

• Action
  Add user

  Creates a new user in the CommuniApp community and returns the created user record.

• Action
  Create Announcement

  Creates a new announcement in your Communi app and returns the created announcement.

• Action
  Create Event

  Creates a new event in your CommuniApp community and returns the created event.

• Action
  Create Offer

  Creates a new offer in your Communi app, such as an item or service offered to the community, and returns the created offer.

• Action
  Create Quest

  Creates a new quest, a post where a community member asks for something, and returns the created quest.

• Action
  Create Recommendation

  Creates a recommendation in the community app, such as a link or resource shared with members, and returns the new record.

• Action
  Delete event

  Deletes an event by its ID.

• Action
  Delete offer

  Deletes an offer by its ID.

• Action
  Delete user

  Permanently deletes a user from the Communi App. This cannot be undone.

• Action
  Get event

  Returns a single event by its ID, including its title, description, location, dates and publishing status. An error occurs if the event is not found.

• Action
  Get offer

  Returns a single offer from your community by its ID, including its text, picture, status and publishing dates.

• Action
  Get poll

  Returns a single poll by its ID, including its title, description, answer options and publishing status. An error occurs if the poll is not found.

• Action
  Get user

  Returns a single user's profile by ID. The fields included depend on the chosen detail level and your role.

• Action
  List articles

  Returns the articles on your CommuniApp book table, optionally narrowed to recommended or official articles, a group, a status or a search term.

• Action
  List events

  Returns the events of a group, including announcements, job ads, workshops and info posts, with optional filters for status, type, text search, date and location.

• Action
  List groups

  Returns the groups you can access in Communi App, including communities, subgroups, admin groups and badge groups.

• Action
  List messages

  Returns the chat messages you have access to, optionally limited to one conversation such as a direct message, group chat or event chat.

• Action
  List offers

  Returns the offers in your Communi App, optionally narrowed to one group, a status or a search text.

• Action
  List polls

  Returns the polls you can access, optionally narrowed by group, status or search text.

• Action
  List users

  Returns the users visible to the connected account, optionally narrowed by a text search and group.

• Action
  Update event

  Updates an existing event's details, such as its title, description, time, location and publication status, and returns the updated event.

• Action
  Update offer

  Updates an existing offer in your Communi App community and returns the updated offer.

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