Connect AccuLynx and LearnWorlds

Both apps 61AccuLynx 31LearnWorlds 30

• 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
  Assessment Completed

  Triggers when a learner submits a completed assessment, returning their grade, pass/fail result and answers.

• Trigger
  Course Completed

  Triggers when a user completes a course in your LearnWorlds school.

• Trigger
  New Certificate

  Triggers when a certificate is issued to a learner for a course (or for a specific user).

• Trigger
  New Certificate (Legacy)

  Triggers when a new certificate is issued for a course or a user in your LearnWorlds school.

• Trigger
  New Enrollment Purchase (Legacy)

  Triggers when a new enrollment purchase (payment for a course, bundle or subscription) is recorded in your LearnWorlds school.

• Trigger
  New Form Submission

  Triggers when a learner submits a response to the chosen LearnWorlds form.

• Trigger
  New Lead

  Triggers when a new lead submits their email in one of your school's lead capture forms.

• Trigger
  New Lead (Legacy)

  Triggers when a new lead submits their email in one of your school's lead capture forms.

• Trigger
  New User

  Triggers when a new user registers in your LearnWorlds school.

• Trigger
  New User (Legacy)

  Triggers when a new user signs up or is created in your LearnWorlds school.

• Trigger
  Payment Created

  Triggers when a new payment is made in your LearnWorlds school.

• Trigger
  Payment Failed

  Triggers when a payment fails in your LearnWorlds school, returning the failed-payment event with the user and its details.

• Trigger
  Subscription or Payment Plan Canceled

  Triggers when a user's subscription or payment plan becomes inactive (canceled or expired), newest users first.

• Trigger
  Subscription Updated

  Triggers when a user subscription is created or changes, such as a new status, plan or expiry date.

• Trigger
  User Updated

  Triggers when a user in your LearnWorlds school is changed (profile fields, tags, role, suspension and so on). Checks the 200 most recently registered users.

• Action
  Add Tags to User

  Adds one or more tags to a LearnWorlds user and returns the updated user.

• Action
  Create and Enroll User (Legacy)

  Creates a new LearnWorlds user and enrolls them in a course, bundle or subscription in one step.

• Action
  Create User

  Creates a new user in your LearnWorlds school and returns the created user.

• Action
  Create User (Legacy)

  Creates a new user in your LearnWorlds school with optional sign-up fields, tags and UTM values.

• Action
  Enroll User in Product

  Enrolls a user in a course, learning program (bundle) or subscription.

• Action
  Enroll User in Product (Legacy)

  Enrolls an existing user in a course, bundle or subscription.

• Action
  Find a User

  Finds a user in your LearnWorlds school by email address and returns their full record, including sign-up and custom fields.

• Action
  Get course

  Returns a course's details, including its title, description, prices, access type and author.

• Action
  Get user

  Returns a LearnWorlds user by ID or email, including sign-up fields, tags, UTMs and role.

• Action
  List bundles

  Returns all bundles in your LearnWorlds school, most recently created first.

• Action
  List payments

  Returns the school's payments, most recent first, optionally filtered by user, product, product type, affiliate or creation date.

• Action
  List users

  Returns the users of your LearnWorlds school, newest first, optionally filtered by status, role, tags or registration date.

• Action
  Remove Tags From User

  Removes one or more tags from a LearnWorlds user and returns the updated user.

• Action
  Unenroll User From Product

  Removes a user's enrollment from a course, bundle or subscription in your LearnWorlds school.

• Action
  Update user

  Updates a LearnWorlds user's email, username, marketing consent, admin status, profile fields, tags and UTM values, and returns the updated user.

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