Connect AccuLynx and eSputnik

Both apps 45AccuLynx 31eSputnik 14

• 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 Contact

  Triggered when a new contact is created in eSputnik, optionally limited to contacts matching the details you enter.

• Trigger
  New Contact in Segment

  Triggers when a contact is added to the eSputnik segment you choose.

• Action
  Add contact to segment

  Adds one or more contacts to a static segment in eSputnik, identified by contact IDs or external customer IDs.

• Action
  Add emails to unsubscribed list

  Adds one or more email addresses to the eSputnik list of unsubscribed contacts.

• Action
  Add/Update Contact

  Adds a new contact or updates the existing matching contact, including its channels, address and additional fields, and returns the contact's ID.

• Action
  Delete contact

  Deletes a contact by its eSputnik contact ID, optionally erasing all of the contact's data permanently.

• Action
  Delete contact from segment

  Removes one or more contacts from a static segment, identified by their eSputnik contact IDs or external customer IDs.

• Action
  Find contacts

  Returns up to 500 contacts that match the specified external ID, email address, phone number, first name or last name.

• Action
  Get contact

  Returns an eSputnik contact by ID, including its channels, address, segments and additional field values. An error occurs if the contact is not found.

• Action
  List segments

  Returns the contact segments in the eSputnik account, optionally narrowed by name, with each segment's id, name and type.

• Action
  Send Email

  Sends an email message to one or more recipients. A new contact is created for any address that does not already exist in eSputnik.

• Action
  Send Event

  Sends a backend event for a contact to eSputnik, where it can start workflows and supply dynamic content for messages.

• Action
  Send Viber message

  Sends a Viber message to a list of phone numbers or to a segment, and returns the queueing result for each recipient. A new contact is created for a phone number that does not exist yet.

• Action
  Subscribe Contact

  Subscribes a contact through a double opt-in flow, creating an unconfirmed contact if none exists or updating the existing one, and returns the contact's ID and email subscription status.

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