--- title: "Connect AccuLynx and JOIN - APIANT.ai" description: "When \"List of Jobs by Milestone\" fires in AccuLynx, your agent runs \"Add job\" in JOIN, or \"Application Created\" in JOIN to \"Add contact note\" in AccuLynx." canonical: "https://apiant.ai/connect/acculynx-to-join" --- # Connect AccuLynx and JOIN When **List of Jobs by Milestone** fires in [AccuLynx](https://apiant.ai/connections/acculynx), your agent runs **Add job** in [JOIN](https://apiant.ai/connections/join), or **Application Created** in JOIN to **Add contact note** in AccuLynx. Describe the whole flow and it is built, tested on every scenario and kept running. AccuLynx **1** trigger AccuLynx **30** actions JOIN **3** triggers JOIN **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AccuLynx and JOIN to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What AccuLynx and JOIN can do together ### From AccuLynx to JOIN - When **List of Jobs by Milestone** in AccuLynx then **Add job** in JOIN - When **List of Jobs by Milestone** in AccuLynx then **Update job** in JOIN ### From JOIN to AccuLynx - When **Application Created** in JOIN then **Add contact note** in AccuLynx - When **Job Published** in JOIN then **Create Job** in AccuLynx Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with AccuLynx and JOIN ## Triggers and actions 4 triggers · 46 actions - 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 **Application Created** Triggers when a new job application is received in JOIN. - Trigger **Job Published** Triggers when a job is published (goes online) in JOIN. - Trigger **Job Unpublished** Triggers when a job is taken offline or archived in JOIN. - Action **Add candidate note** Adds a note to a candidate in JOIN. - Action **Add job** Creates a job in JOIN. New jobs are activated and multiposted to job boards automatically. - Action **Add location** Creates a new office location in JOIN that job ads can be assigned to. - Action **Create Application** Creates an application for a candidate on a JOIN job, optionally attaching documents such as a CV. - Action **Get application** Returns one job application, including its candidate, job, attachments, screening answers and pipeline stage. - Action **Get candidate** Returns a single JOIN candidate by id, including contact details, tags, consent status and their applications, with notes optionally embedded. - Action **Get job** Returns a single JOIN job by its ID, including its title, status, office and optionally its full content. - Action **Get Jobs** Returns jobs in your JOIN account, optionally filtered by status, title, country, external id, or creation/update dates. - Action **Get Online Jobs** Returns the jobs currently published (online) in your JOIN account, optionally filtered by title, country, dates or external id. - Action **List applications** Returns the applications in your JOIN account, optionally filtered by job, dates, country, hiring state or pipeline stage. - Action **List candidate notes** Returns all notes recorded on a candidate in JOIN, including replies. - Action **List candidates** Returns the candidates in your JOIN company, optionally filtered by a name/email search or creation date. - Action **List candidate scorecards** Returns the scorecards submitted for a candidate's job application, including each interviewer's overall recommendation, attribute ratings and question answers. - Action **List locations** Returns the office locations in your JOIN account, optionally filtered by country or city. - Action **Update job** Updates an existing job's details, such as title, description, office, salary, and application requirements. Fields you leave blank stay unchanged. - Action **Update Job Status** Changes a JOIN job's status to online, offline or archived, and returns the job's ID. ## Each app on its own - [ **AccuLynx** AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their...](https://apiant.ai/connections/acculynx) - [ **JOIN** JOIN is a recruiting platform with tools for job ad creation, multiposting, applicant tracking, and...](https://apiant.ai/connections/join) Reviews ## What our customers say ## More from AccuLynx - [ **AccuLynx to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/acculynx-to-hubspot) - [ **AccuLynx to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/acculynx-to-salesforce) - [ **AccuLynx to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/acculynx-to-slack) - [ **AccuLynx to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/acculynx-to-google-sheets) - [ **AccuLynx to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/acculynx-to-gmail) - [ **AccuLynx to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/acculynx-to-google-calendar) ## More into JOIN - [ **HubSpot to JOIN** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-join) - [ **Google Sheets to JOIN** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-join) - [ **Gmail to JOIN** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-join) - [ **Google Calendar to JOIN** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-join) - [ **Google Drive to JOIN** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-join) - [ **ActiveCampaign to JOIN** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-join) Questions ## AccuLynx and JOIN, answered ### ### What can start an automation from AccuLynx? Any of AccuLynx's 1 trigger in the catalog, including List of Jobs by Milestone. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in JOIN when something happens in AccuLynx? Any of JOIN's 16 actions, including Create Application, Update job, Update Job Status and Add candidate note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from JOIN to AccuLynx? Yes. When something happens in JOIN, your agent can act in AccuLynx too. This page covers both directions: JOIN's triggers and AccuLynx's actions are listed here as well. ### ### Do I have to build a connector for AccuLynx or JOIN? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use AccuLynx and JOIN without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.