Connect AccuLynx and HelpCrunch

Both apps 59AccuLynx 32HelpCrunch 27

• 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
  Chat Assignee Updated

  Triggers when a HelpCrunch chat is assigned to a different agent.

• Trigger
  Chat Closed

  Triggers when a HelpCrunch chat is closed.

• Trigger
  Chat Status Updated

  Triggers when a HelpCrunch chat's status changes.

• Trigger
  Customer Email Updated

  Triggers when a HelpCrunch customer's email changes.

• Trigger
  Customer Tags Updated

  Triggers when a HelpCrunch customer's tags change.

• Trigger
  Customer Unsubscribed

  Triggers when a HelpCrunch customer unsubscribes.

• Trigger
  New Chat Created

  Triggers when a new chat is created in HelpCrunch.

• Trigger
  New Customer Created

  Triggers when a new customer is created in HelpCrunch.

• Action
  Add Customer Event

  Records a custom event against a HelpCrunch customer.

• Action
  Assign Chat

  Assigns a HelpCrunch chat to an agent.

• Action
  Create Chat

  Creates a HelpCrunch chat with a customer.

• Action
  Delete Customer

  Deletes a HelpCrunch customer.

• Action
  Find Chats

  Finds HelpCrunch chats whose field matches a value, such as the customer email or status.

• Action
  Find Customer

  Finds HelpCrunch customers whose field matches a value, such as by email.

• Action
  Get Chat

  Returns one HelpCrunch chat by ID.

• Action
  Get Customer

  Returns one HelpCrunch customer by ID.

• Action
  Get Organization

  Returns the HelpCrunch organization and whether the team is online.

• Action
  List Agents

  Returns the agents in the HelpCrunch account.

• Action
  List Applications

  Returns the HelpCrunch applications (website widget, mobile apps and messenger channels).

• Action
  List Chat Messages

  Returns the messages of a HelpCrunch chat, newest first.

• Action
  List Departments

  Returns the HelpCrunch departments and their agents.

• Action
  Send Message

  Posts a message or private note into a HelpCrunch chat.

• Action
  Snooze Chat

  Snoozes a HelpCrunch chat until a time.

• Action
  Tag Customer

  Adds tags to a HelpCrunch customer; unknown tags are created.

• Action
  Untag Customer

  Removes tags from a HelpCrunch customer.

• Action
  Update Chat Department

  Moves a HelpCrunch chat to a department.

• Action
  Update Chat Status

  Changes a HelpCrunch chat's status, such as closing it.

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