Connect AccuLynx and FreshBooks

Both apps 72AccuLynx 27FreshBooks 45

• 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 Bill

  Triggers when a new bill is created in FreshBooks.

• Trigger
  New Client

  Triggers when a new client is created in FreshBooks.

• Trigger
  New Credit Note

  Triggers when a new credit note is created in your FreshBooks account.

• Trigger
  New Estimate

  Triggers when a new estimate is created in FreshBooks.

• Trigger
  New Expense

  Triggers when a new expense is recorded in FreshBooks.

• Trigger
  New Filtered Invoice

  Triggers when a new invoice matching your chosen filters (client, status, currency, amount, and more) is created in FreshBooks.

• Trigger
  New Invoice

  Triggers when a new invoice is created in FreshBooks.

• Trigger
  New Invoice Payment

  Triggers when a new invoice payment is created.

• Trigger
  New Project

  Triggers when a new project is created in FreshBooks.

• Trigger
  New Staff Member

  Triggers when a new staff member is added to your FreshBooks business.

• Trigger
  New Time Entry

  Triggers when a new time entry is created in FreshBooks.

• Trigger
  New Vendor

  Triggers when a new bill vendor is created in FreshBooks.

• Trigger
  Updated Bill

  Triggers when a bill is updated in FreshBooks. Returns the id of the updated bill and the account, business and user it belongs to.

• Trigger
  Updated Estimate

  Triggers when an estimate is updated.

• Trigger
  Updated Invoice

  Triggers when an invoice is updated in FreshBooks.

• Trigger
  Updated Vendor

  Triggers when a bill vendor is updated in FreshBooks.

• Action
  Add Payment to Invoice

  Records a payment against a FreshBooks invoice and returns the created payment.

• Action
  Create Bill

  Creates a bill in FreshBooks recording what your business owes a vendor, with its line items.

• Action
  Create Client

  Creates a new client in your FreshBooks business, with contact details, billing and shipping addresses, and optional secondary contacts.

• Action
  Create Credit Note

  Creates a credit note or prepayment credit for a client in FreshBooks.

• Action
  Create Estimate

  Creates a new estimate for a client in FreshBooks, optionally with line items.

• Action
  Create Expense

  Creates an expense in your FreshBooks business, with its amount, category, date and optional vendor, client, project and taxes.

• Action
  Create Invoice

  Creates a new invoice for a client in FreshBooks, with optional line items, terms and notes. New invoices start as drafts unless a status is given.

• Action
  Create Invoice PDF

  Returns the PDF of an existing FreshBooks invoice as a file you can attach or store.

• Action
  Create or Update Client

  Updates an existing FreshBooks client (by Client ID, or by matching email) or creates a new client when none matches.

• Action
  Create or Update Invoice

  Updates an existing FreshBooks invoice (by Invoice ID, or by matching Invoice Number), or creates a new invoice when none matches.

• Action
  Create Other Income

  Records income received outside of an invoice, such as online store sales, rentals or advertising, in FreshBooks.

• Action
  Create Project

  Creates a new project in FreshBooks, optionally linked to a client, with a fixed price or hourly rate.

• Action
  Create Recurring Invoice

  Creates a recurring invoice profile in FreshBooks that generates invoices for a client on a set schedule.

• Action
  Create Time Entry

  Creates a time entry recording time spent working for a client or project in FreshBooks.

• Action
  Create Vendor

  Creates a bill vendor (a supplier you receive bills from) in your FreshBooks business.

• Action
  Find Bill

  Finds bills in FreshBooks by id, vendor, status or currency and returns the matches.

• Action
  Find Client

  Finds clients in your FreshBooks business by email, name, organization, phone or other details, and returns the matches.

• Action
  Find Credit Note

  Finds a credit note in FreshBooks by its id and returns the credit note's details.

• Action
  Find Estimate

  Finds estimates in FreshBooks matching an estimate number, client, status, notes, date or amount range, and other criteria.

• Action
  Find Invoice

  Finds invoices in your FreshBooks account matching the criteria you give, such as invoice number, client, status, dates or amounts.

• Action
  Find Project

  Finds FreshBooks projects whose title contains the given text, optionally limited to active or completed projects.

• Action
  Find Vendor

  Finds bill vendors in your FreshBooks account whose business name matches the text you give.

• Action
  Send Estimate

  Emails an existing estimate to the listed recipients and marks it as sent.

• Action
  Send Invoice

  Emails an existing invoice to the recipients you choose and marks it as sent.

• Action
  Update Bill

  Updates an existing bill from a vendor, such as its dates, bill number, line items or status.

• Action
  Update Credit Note

  Updates an existing credit note in FreshBooks, changing only the details you fill in.

• Action
  Update Estimate

  Updates an existing FreshBooks estimate's client, dates, address details, notes, terms or line items. Only the fields you fill in are changed.

• Action
  Update Time Entry

  Updates an existing time entry in FreshBooks, such as its duration, note, client or project.

• Action
  Update Vendor

  Updates an existing bill vendor's name, contact details, address and preferences. Fields left blank are not changed.

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