Connect AccuLynx to Connectif

Both apps 50AccuLynx 31Connectif 19

• 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.

• Action
  Add export

  Starts a bulk export of contacts or activities from the Connectif store and returns the id of the new export.

• Action
  Add import

  Starts a bulk import of contacts, products or coupons into Connectif from a CSV file, and returns the new import with its status.

• Action
  Add purchase

  Creates a purchase for an existing contact in Connectif, with the products bought, totals and purchase date. Returns the created purchase.

• Action
  Delete contact

  Deletes a contact from your Connectif store, identified by their email address.

• Action
  Delete product

  Deletes a product from Connectif using the identifier your store assigned to it.

• Action
  Delete purchase

  Deletes a purchase from Connectif using the purchase identifier your store sent when the purchase was created.

• Action
  Get contact

  Returns a Connectif contact by email address, including system fields and the account's custom contact fields.

• Action
  Get export

  Returns an export's details, including its status, progress and, once it has finished, a link to download the file.

• Action
  Get import

  Returns one import by its identifier, including its status, counts of succeeded and failed elements, options and error report link.

• Action
  Get product

  Returns a product from your Connectif catalog, looked up by its identifier in your store. An error occurs if the product is not found.

• Action
  Get purchase

  Returns a purchase, including its products, using the identifier your store gave it. An error occurs if the purchase is not found.

• Action
  Get store

  Returns the details of the Connectif store your account is connected to, including its name, alias and organization.

• Action
  Get workflow

  Returns a workflow by its ID, including its name, description, tags, folder, status and activity dates.

• Action
  List contact fields

  Returns the contact fields defined in the store, including each field's type, default value and allowed options. Can be limited to custom fields or built-in fields.

• Action
  List coupon sets

  Returns the coupon sets in the Connectif account, optionally narrowed to those whose name contains the given text.

• Action
  List exports

  Returns the exports in the Connectif account, with each export's type, status, progress and download link.

• Action
  List imports

  Returns the imports in the Connectif account, each with its type, status, record counts, options and dates.

• Action
  List workflows

  Returns the workflows in the Connectif account, optionally narrowed by status or by specific workflows.

• Action
  Update product

  Updates a product in the Connectif catalog by its store identifier, and creates the product if that identifier does not exist yet. Returns the resulting product.

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