Connect AccuLynx to Convoso

Both apps 55AccuLynx 32Convoso 23

• 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.

• Action
  Agent Monitor

  Returns the live state of Convoso agents (status, current call, call counts), optionally filtered by campaign, queue, agent or skill.

• Action
  Agent Monitor: Logout

  Logs a Convoso agent out of the dialer.

• Action
  Callback: Delete

  Deletes a scheduled Convoso callback.

• Action
  Callback: Insert

  Schedules a callback for a Convoso lead, for the system or a specific agent.

• Action
  Callbacks

  Returns Convoso callbacks filtered by date range, campaign, lead, list, agent, recipient or stage.

• Action
  Call Logs

  Returns Convoso call log records filtered by lead, campaign, list, agent, phone number, call type or time range.

• Action
  Call Logs: Update

  Writes values into the two extra fields of a Convoso call log record.

• Action
  Campaigns

  Returns every campaign in the Convoso account with its ID, name, active status and last call date.

• Action
  Campaigns: Set Status

  Activates or deactivates a Convoso campaign.

• Action
  DNC: Delete

  Removes a phone number from a campaign's or the global Do Not Call list.

• Action
  DNC: Insert

  Adds a phone number to a campaign's or the global Do Not Call list.

• Action
  DNC Records

  Returns Do Not Call entries from a campaign or the global DNC list, filtered by phone number, campaign, date, reason or purpose.

• Action
  Lead: Delete

  Deletes a lead from Convoso.

• Action
  Lead: Insert

  Adds a lead to a Convoso list, optionally checking duplicates and DNC, queuing it in the hopper, or updating an existing match.

• Action
  Lead Recordings

  Returns the call recordings for a Convoso lead, optionally within a date-time range.

• Action
  Leads

  Returns Convoso leads matching the given filters, such as list, status, owner, phone number or last-updated date range.

• Action
  Lead: Update

  Updates an existing Convoso lead's details, list or status.

• Action
  List: Delete

  Deletes a Convoso lead list.

• Action
  List: Insert

  Creates a new lead list in Convoso and assigns it to a campaign.

• Action
  Lists

  Returns lead lists in the Convoso account, filtered by status and optionally by list or campaign.

• Action
  List: Update

  Updates the name, campaign, description or status of a Convoso lead list.

• Action
  User Recordings

  Returns call recordings made by the given Convoso users, optionally within a date-time range.

• Action
  Users

  Returns Convoso user (agent) profiles for the given users.

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