Connect AccuLynx and Kitchen.co

Both apps 165AccuLynx 32Kitchen.co 133

• 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
  Board Updated

  Triggers when a board is updated.

• Trigger
  Client Updated

  Triggers when a client is updated.

• Trigger
  Conversation Updated

  Triggers when a conversation is updated.

• Trigger
  Doc Updated

  Triggers when a doc is updated.

• Trigger
  Embed Updated

  Triggers when an embed is updated.

• Trigger
  Folder Updated

  Triggers when a folder is updated.

• Trigger
  Invoice Updated

  Triggers when an invoice is updated.

• Trigger
  List Updated

  Triggers when a list is updated.

• Trigger
  Milestone Updated

  Triggers when a milestone is updated.

• Trigger
  New Board

  Triggers when a new board is created.

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Company

  Triggers when a new company is created.

• Trigger
  New Conversation

  Triggers when a new conversation is created.

• Trigger
  New Conversation Message

  Triggers when a new message is created inside a conversation.

• Trigger
  New Conversation Note

  Triggers when a new note is created inside a conversation.

• Trigger
  New Doc

  Triggers when a new doc is created.

• Trigger
  New Embed

  Triggers when a new embed is created.

• Trigger
  New Folder

  Triggers when a new folder is created.

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New List

  Triggers when a new list is created.

• Trigger
  New Milestone

  Triggers when a new milestone is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  New Task Comment

  Triggers when a new comment is created inside a task.

• Trigger
  Task Updated

  Triggers when a task is updated.

• Trigger
  Updated Company

  Triggers when a company is updated.

• Action
  Add Label to Task

  Adds a label to the given task.

• Action
  Add Membership to Board

  Adds a membership to the given board.

• Action
  Add Membership to Conversation

  Adds a membership to the given conversation.

• Action
  Add Membership to Doc

  Adds a membership to the given doc.

• Action
  Add Membership to Embed

  Adds a membership to the given embed.

• Action
  Add Membership to Folder

  Adds a membership to the given folder.

• Action
  Add Membership to Invoice

  Adds a membership to the given invoice.

• Action
  Add Membership to Milestone

  Adds a membership to the given milestone.

• Action
  Add Member to Task

  Adds a member to the given task.

• Action
  Archive a Board

  Moves a board to the archive. Can be restored later.

• Action
  Archive a Conversation

  Moves a conversation to the archive. Can be restored later.

• Action
  Archive a Doc

  Moves a doc to archive. Can be restored later.

• Action
  Archive a Folder

  Moves a folder to the archive. All items in the folder will be archived too. Can be restored later.

• Action
  Archive a Milestone

  Moves a milestone to the archive. Can be restored later

• Action
  Archive an Embed

  Moves an embed to archive. Can be restored later.

• Action
  Archive an Invoice

  Moves an invoice to the archive. Can be restored later.

• Action
  Create a Board

  Creates a new board.

• Action
  Create a Board Label

  Creates a new board label.

• Action
  Create a Board List

  Creates a new board list.

• Action
  Create a Client

  Creates a new client.

• Action
  Create a Company

  Creates a new company.

• Action
  Create a Conversation

  Creates a new conversation. Optionally with a new Message.

• Action
  Create a Conversation Message

  Creates a new message inside a conversation.

• Action
  Create a Conversation Note

  Creates a new note inside a conversation.

• Action
  Create a Doc

  Creates a new doc.

• Action
  Create a Folder

  Creates a new folder.

• Action
  Create a Milestone

  Creates a new milestone.

• Action
  Create an Embed

  Creates a new embed.

• Action
  Create a Task Comment

  Creates a new comment inside the given task.

• Action
  Create a Template

  Creates a new template.

• Action
  Delete a Company

  Deletes the specified company.

• Action
  Delete a Folder

  Permanently deletes a Kitchen.co folder.

• Action
  Delete Client

  Deletes a client user.

• Action
  Delete Conversation

  Deletes a conversation.

• Action
  Delete Invoice

  Deletes an invoice.

• Action
  Delete Task

  Deletes a task.

• Action
  Find Board

  Finds a board.

• Action
  Find Board Label

  Finds a label within the specified board.

• Action
  Find Board List

  Finds a list within the specified board.

• Action
  Find Client

  Finds a client.

• Action
  Find Clients

  Returns client users, optionally filtered by name or email.

• Action
  Find Company

  Finds a company.

• Action
  Find Conversation

  Finds a conversation.

• Action
  Find Conversation Message

  Finds a message within the specified conversation.

• Action
  Find Conversation Note

  Finds a note within the specified conversation.

• Action
  Find Doc

  Finds a document.

• Action
  Find Embed

  Finds an embed.

• Action
  Find Folder

  Finds a folder.

• Action
  Find Invoice

  Finds an invoice.

• Action
  Find Many Tasks

  Finds multiple tasks with optional filtering and pagination. Maximum of 100 tasks can be returned.

• Action
  Find Milestone

  Finds a milestone.

• Action
  Find Recurring Invoice

  Finds a recurring invoice.

• Action
  Find Task

  Finds a task.

• Action
  Find Task Comment

  Finds a comment within the specified task.

• Action
  Find Task Label

  Returns the labels on a task, optionally filtered by title.

• Action
  Find Template

  Finds a template.

• Action
  Get File

  Returns one file by ID, including its download URL.

• Action
  List Boards

  Returns the boards in your workspace.

• Action
  List Companies

  Returns the companies in your workspace.

• Action
  List Conversations

  Returns the conversations in your workspace.

• Action
  List Docs

  Returns the docs in your workspace.

• Action
  List Folders

  Returns the file folders in your workspace.

• Action
  List Invoices

  Returns the invoices in your workspace.

• Action
  List Lists

  Returns the lists on a board.

• Action
  List Members

  Returns the team members of your workspace.

• Action
  List Messages

  Returns the messages in a conversation.

• Action
  List Milestones

  Returns the milestones in your workspace.

• Action
  Move Task

  Moves a task to another list or board.

• Action
  Remove Label From Task

  Removes a label from the given task.

• Action
  Remove Member From Task

  Removes a member from the given task.

• Action
  Remove Membership From Board

  Removes a membership from the given board.

• Action
  Remove Membership From Conversation

  Removes a membership from the given conversation.

• Action
  Remove Membership From Doc

  Removes a membership from the given doc.

• Action
  Remove Membership From Embed

  Removes a membership from the given embed.

• Action
  Remove Membership From Folder

  Removes a membership from the given folder.

• Action
  Remove Membership From Invoice

  Removes a membership from the given invoice.

• Action
  Remove Membership From Milestone

  Removes a membership from the given milestone.

• Action
  Restore a Board

  Restores a board from the archive.

• Action
  Restore a Conversation

  Restores a conversation from the archive.

• Action
  Restore a Doc

  Restores a doc from the archive.

• Action
  Restore a Folder

  Restores a folder from the archive.

• Action
  Restore a Milestone

  Restores a milestone from the archive.

• Action
  Restore an Embed

  Restores an embed from the archive.

• Action
  Restore an Invoice

  Restores an invoice from the archive.

• Action
  Toggle Task Completion

  Toggles the completion status of a task. If the task is currently open, this action will mark it as closed.

• Action
  Update a Board

  Updates the specified board by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Board Label

  Updates the specified label by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Board List

  Updates the specified list by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Board Membership

  Updates a board membership.

• Action
  Update a Client

  Updates the specified client by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Company

  Updates the specified company by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Conversation

  Updates the specified conversation by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Conversation Membership

  Updates a conversation membership.

• Action
  Update a Conversation Message

  Updates the specified message by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Conversation Note

  Updates the specified note by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Doc

  Updates the specified doc by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Doc Membership

  Updates a doc membership.

• Action
  Update a Embed Membership

  Updates a embed membership.

• Action
  Update a Folder

  Updates the specified folder by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Folder Membership

  Updates a folder membership.

• Action
  Update a Invoice Membership

  Updates a invoice membership.

• Action
  Update a Milestone

  Updates the specified milestone by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Milestone Membership

  Updates a milestone membership.

• Action
  Update an Embed

  Updates the specified embed by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update an Invoice

  Updates the specified invoice by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Task Comment

  Updates the specified task comment by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Template

  Updates the specified template by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Upload Files to Folder

  Attaches previously uploaded files to a Kitchen.co folder and returns the attached file records.

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