Connect AccuLynx and LifterLMS

Both apps 51AccuLynx 27LifterLMS 24

• 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
  Course Access Cancelled

  Triggers when a student's enrollment in the selected LifterLMS course is cancelled.

• Trigger
  Course Access Expired

  Triggers when a student's access to a LifterLMS course expires.

• Trigger
  Membership Access Cancelled

  Triggers when a student's access to a LifterLMS membership is cancelled.

• Trigger
  Membership Access Expired

  Triggers when a student's access to the selected LifterLMS membership expires.

• Trigger
  New Course

  Triggers when a new course is created in LifterLMS.

• Trigger
  New Course Enrollment

  Triggers when a student enrolls in the selected LifterLMS course.

• Trigger
  New Membership

  Triggers when a new LifterLMS membership is created.

• Trigger
  New Membership Enrollment

  Triggers when a student is enrolled in the selected LifterLMS membership.

• Trigger
  New Order

  Triggers when a new LifterLMS order is placed on your site, optionally limited to a status, student, product or access plan.

• Trigger
  New Student

  Triggers when a new LifterLMS student (a WordPress user with the student role) is created.

• Action
  Cancel Course Access

  Cancels a student's access to a LifterLMS course by setting their course enrollment status to cancelled.

• Action
  Cancel Membership Access

  Cancels a student's access to a LifterLMS membership by setting their membership enrollment status to cancelled.

• Action
  Create a WordPress User

  Creates a new WordPress user (a LifterLMS student) on your site, with the student role unless you choose another.

• Action
  Enroll in a Course

  Enrolls a WordPress user (student) in a LifterLMS course and returns the new enrollment.

• Action
  Enroll in a Membership

  Enrolls a WordPress user in a LifterLMS membership and returns the resulting enrollment.

• Action
  Expire Course Access

  Sets a student's enrollment in a LifterLMS course to expired and returns the updated enrollment.

• Action
  Expire Membership Access

  Sets a student's enrollment in a LifterLMS membership to expired and returns the updated enrollment.

• Action
  Find Courses

  Searches LifterLMS courses by a search term and returns the matching courses.

• Action
  Get Course

  Returns the details of a LifterLMS course, including its title, content, status, enrollment and access dates, and catalog settings.

• Action
  Get Course Enrollment

  Returns a student's enrollment in a LifterLMS course, including its status, dates and what triggered it.

• Action
  Get Order

  Returns the details of a LifterLMS order, including the student, purchased course or membership, access plan, totals and status.

• Action
  Retrieve a WordPress User

  Returns a WordPress user (LifterLMS student) by their user ID, including profile and billing details.

• Action
  Search WordPress User by Email

  Finds the WordPress user (LifterLMS student) whose email address exactly matches the one you supply, and returns their profile.

• Action
  Search WordPress User by Username

  Finds the WordPress user on your LifterLMS site whose username exactly matches the one you supply, and returns their profile.

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