Connect AccuLynx and G2 Crowd

Both apps 51AccuLynx 32G2 Crowd 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
  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.

• Trigger
  New Review

  Triggers when a new review is published for one of your G2 products.

• Trigger
  New Visit Event

  Triggers when G2 records new buyer-intent activity (a company researching your product, by day).

• Action
  Add Product

  Submits a new product listing to G2 for review, the same as the Add a Product wizard. Returns the created product.

• Action
  Add Product mapping

  Creates a mapping between your own product identifier and a G2 product.

• Action
  Find Products

  Searches G2 product listings whose name contains the given text.

• Action
  Get Category

  Returns a single G2 category by its UUID or slug, optionally with its related products, parent, children, ancestors or descendants.

• Action
  Get Current User

  Returns the G2 user that owns the API token, with their ID and email.

• Action
  Get Product

  Returns one G2 product listing, including its name, slug, domain, G2 page URL and review count.

• Action
  Get Product ratings

  Returns a G2 product's satisfaction ratings, such as ease of use, quality of support and ease of setup.

• Action
  Get Question

  Returns a single G2 review question by its ID, including its title, text, type and whether it is required.

• Action
  List Buyer intent

  Returns buyer intent activity for one of your G2 products, grouped by the dimensions and measures you choose (companies, visitors, days, signal types).

• Action
  List Categories

  Returns G2 software categories.

• Action
  List Competitors

  Returns the products G2 lists as competitors of a given product.

• Action
  List Discussions

  Returns the discussions (community questions) posted about a G2 product, up to 250 per call.

• Action
  List Medals

  Returns the G2 medals (badges) awarded to a product, optionally filtered by season, year or category.

• Action
  List Product Features

  Returns the features of a G2 product, with ratings, review counts and categories.

• Action
  List Product mappings

  Returns the mappings between G2 products and your own external product IDs, optionally filtered by product, external ID or dates.

• Action
  List Product Reviews

  Returns reviews written about one of your G2 products.

• Action
  List Questions

  Returns the list of G2 review questions, optionally filtered by created or updated date.

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