Connect AccuLynx and Discord

Both apps 56AccuLynx 27Discord 29

• 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
  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 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
  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 Forum Message

  Triggers when a new Message is created on a Forum Post.

• Trigger
  New Forum Post

  Triggers when a new Post is created on a Forum.

• Trigger
  New Mention

  Triggers when a User or Role is mentioned.

• Trigger
  New Message Posted to Channel

  Triggers when a new message is posted to a specific text channel.

• Trigger
  New Reaction on Message

  Triggers when a new Reaction is added to a Message.

• Trigger
  New User Added

  Triggers when a new user joins the Discord Server.

• Trigger
  Role Assigned to User

  Triggers when a role is assigned to a user.

• Action
  Add Reaction to Message

  React to a message in a channel with an emoji. Writer sibling for the New Reaction on Message trigger.

• Action
  Add Role

  assign a role to a user

• Action
  Create Channel

  Create a new channel in a server.

• Action
  Create new Forum Post

  Create a new Post on a Forum Channel.

• Action
  Create Role

  Create a new role in a server.

• Action
  Delete Channel

  Delete or close a channel.

• Action
  Delete Message

  Delete a message from a channel.

• Action
  Find Channel

  Find an existing channel by name.

• Action
  Find User

  Find an existing user by name.

• Action
  Get Message

  Retrieve a specific message from a channel by id.

• Action
  Get Server Member

  Get one member of a Discord server, including the roles they currently hold.

• Action
  List Active Threads

  List the threads and forum posts currently active in a Discord server.

• Action
  List Messages

  List the most recent messages in a Discord channel, newest first.

• Action
  List Reactions

  List the people who reacted to a message with a given emoji.

• Action
  List Roles

  List every role defined in a Discord server, so you can pick the Role ID an operation needs.

• Action
  List Servers

  List the Discord servers (guilds) the APIANT bot has been added to. Use it to get the Server ID every other Discord operation asks for.

• Action
  Remove User Role

  Remove a chosen role from the specified user.

• Action
  Rename Channel

  Rename a channel to a specific name you choose.

• Action
  Send Channel Message

  Post a new message to a specific #channel you choose.

• Action
  Send Direct Message

  Send a direct message to a specific user.

• Action
  Send message in Forum Post

  Send a new message in a specific Forum Post.

• Action
  Update Message

  Edit the content of a previously sent message.

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