Connect AccuLynx and EspoCRM

Both apps 46AccuLynx 27EspoCRM 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
  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 contact

  Triggers when a new contact is created in EspoCRM.

• Trigger
  New Lead

  Triggers when a new lead is created in EspoCRM.

• Trigger
  New opportunity

  Triggers when a new opportunity is created in EspoCRM.

• Action
  Add account

  Creates a new account (company) in EspoCRM and returns its attributes.

• Action
  Add case

  Creates a new case (support ticket) in EspoCRM.

• Action
  Add contact

  Creates a new contact in EspoCRM.

• Action
  Add opportunity

  Creates a new opportunity (deal) in EspoCRM and returns the created record.

• Action
  Add task

  Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case.

• Action
  Create Lead

  Creates a new lead in EspoCRM and returns the created lead record.

• Action
  Find accounts

  Finds EspoCRM accounts whose name matches the text you supply.

• Action
  Find contacts

  Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact.

• Action
  Find Lead

  Finds leads in EspoCRM matching a value on a chosen attribute (email address by default).

• Action
  Get contact

  Returns a single EspoCRM contact by its ID, with all its attributes including custom fields.

• Action
  Get Lead

  Returns a single EspoCRM lead by its ID, with all of its fields.

• Action
  Get Task

  Returns one task by its ID, with its subject, status, dates, parent record and assignee.

• Action
  Update account

  Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed.

• Action
  Update contact

  Updates an existing contact in EspoCRM, changing only the fields you fill in.

• Action
  Update Lead

  Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead.

• Action
  Update opportunity

  Updates an existing opportunity in EspoCRM, changing only the fields you fill in.

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