Connect AccuLynx to Lumin

Both apps 49AccuLynx 27Lumin 22

• 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.

• Action
  Add agreement

  Creates a new AgreementGen document in Lumin from an AgreementGen template, optionally filling its variables and form fields.

• Action
  Add space

  Creates a new Space in your Lumin Workspace, optionally inviting Workspace members into it.

• Action
  Cancel signature request

  Cancels a pending signature request so its signers can no longer sign it.

• Action
  Compress document

  Compresses a PDF document to reduce its file size and returns a temporary download link for the compressed file.

• Action
  Generate document from template

  Generates a downloadable PDF document from a Lumin template, filling in its merge tags, form fields and variables, and returns a temporary download link.

• Action
  Get agreement file

  Returns a temporary download link for an AgreementGen document's PDF file.

• Action
  Get signature request

  Returns a signature request's details, including its title, status, expiry, signing type and each signer's status.

• Action
  Get signature request file

  Returns a temporary download link for a signature request's file: the agreement, its Certificate of Completion, or both merged into one PDF.

• Action
  Get signing link

  Returns a signing link for a signer on an existing signature request, so the document can be signed inside your own app or portal.

• Action
  Get template

  Returns the details of a Lumin template, including its signer roles, merge tags, form fields and variables.

• Action
  List spaces

  Returns the Spaces in your Lumin workspace, with each Space's name, your role and member count.

• Action
  List templates

  Returns the templates (AgreementGen, Sign and PDF) in your Lumin workspace.

• Action
  List workspace members

  Returns the members of your Lumin workspace, with each member's email, name, role and join date.

• Action
  Merge documents

  Merges 2 to 20 Lumin documents or file URLs into a single PDF and returns a temporary download link.

• Action
  Send reminder emails

  Sends reminder emails to selected signers of a signature request who still need to sign.

• Action
  Send signature request

  Creates a signature request for a document (by file URL) and emails it to the signers you list.

• Action
  Send signature request from template

  Creates and sends a new signature request from a Lumin template, prefilling its merge tags, form fields and variables.

• Action
  Split document

  Splits a PDF document into one or more files, by page ranges or into equal-sized parts, and returns a temporary download link to the result (a PDF, or a ZIP when there are several files).

• Action
  Summarize document

  Generates an AI summary of a PDF document's text, identified by a Lumin document or a file URL.

• Action
  Translate document

  Translates a PDF document into a target language while preserving its layout, and returns a temporary download link for the translated file.

• Action
  Update signature request

  Changes the due date of an existing signature request that is still awaiting signatures, and returns the updated signature request.

• Action
  Upload File

  Uploads a file from a URL into your Lumin Workspace, a Space, or your Personal documents and returns the created document.

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