Connect AccuLynx and Gist

Both apps 50AccuLynx 27Gist 23

• 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
  Conversation closed

  Fires when a conversation is closed. Webhook topic "Conversation Closed".

• Trigger
  New Contact

  Triggers when you add a new contact.

• Trigger
  New conversation

  Fires when a contact initiates a new conversation. Webhook topic "Contact Initiated Conversation".

• Trigger
  New message from contact

  Fires when a contact sends a message in a conversation. Webhook topic "Message From Contact".

• Trigger
  Performed an Event

  Triggers when a contact performs an event.

• Trigger
  Subscribed to a Campaign

  Triggers when a contact is subscribed to a campaign.

• Trigger
  Tag Added to Contact

  Triggers when a specific tag gets added to a contact.

• Trigger
  Tag Removed From Contact

  Triggers when a specific tag gets removed from a contact.

• Trigger
  Unsubscribed From a Campaign

  Triggers when a contact is unsubscribed from a campaign.

• Trigger
  Updated a Contact Property

  Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

• Action
  Add conversation

  Create a new conversation in Gist's helpdesk/live-chat.

• Action
  Add Tag to an Existing Contact

  Apply a tag to an existing contact.

• Action
  Assign conversation

  Assign an existing conversation to a teammate or team.

• Action
  Close conversation

  Close an existing conversation.

• Action
  Create or Update Contact

  Creates a new Contact or updates an existing one.

• Action
  Delete contact

  Delete a contact by id.

• Action
  Find a Contact

  Finds an existing contact.

• Action
  Get a Contact

  Fetches a contact by ID. An error occurs if the contact is not found.

• Action
  Get conversation

  Retrieve a single conversation by id.

• Action
  List contacts

  List all contacts in the workspace.

• Action
  List conversations

  List all conversations in the workspace.

• Action
  Remove Tag From Existing Contact

  Removes a tag from an existing contact.

• Action
  Reply to conversation

  Add a reply message to an existing conversation.

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