Connect AccuLynx to Marketo

Both apps 64AccuLynx 32Marketo 32

• 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.

• Action
  Add Leads to List

  Adds leads to a static list.

• Action
  Create or Update Lead

  Creates a lead, or updates the existing lead with the same email.

• Action
  Delete company

  Deletes one or more company records in Marketo, identified by Marketo id or by external company id.

• Action
  Delete Lead

  Deletes a lead.

• Action
  Find companies

  Finds Marketo companies whose chosen field matches any of the values you supply, returning up to 300 matching company records.

• Action
  Find Leads

  Finds leads whose field matches any of the given values.

• Action
  Find opportunities

  Finds opportunities whose chosen field matches one of the values you supply, returning up to 300 matching opportunities.

• Action
  Find program members

  Finds members of a Marketo program whose chosen field matches one of the given values, returning up to 300 members.

• Action
  Get Activity Types

  Returns every activity type, with its ID and attributes.

• Action
  Get Campaigns

  Returns smart campaigns, optionally limited by name, program or workspace.

• Action
  Get Custom Object Records

  Finds custom object records whose field matches any of the given values.

• Action
  Get email

  Returns a Marketo email asset by its id, including subject, from/reply addresses, folder, template and approval status.

• Action
  Get Lead Activities

  Returns lead activities of the given types since a paging token.

• Action
  Get Lead by Id

  Returns one lead by its ID.

• Action
  Get Lead Field Names

  Returns every lead field, with its API name, label and data type.

• Action
  Get Leads by List Id

  Returns the leads in a static list.

• Action
  Get List by Id

  Returns one static list by its ID.

• Action
  Get Lists

  Returns static lists, optionally limited by name, program or workspace.

• Action
  Get Paging Token

  Returns a paging token that starts reading activities from a date.

• Action
  Get program

  Returns a Marketo program by its id, including its type, channel, status, folder, tags and period costs.

• Action
  List emails

  Returns the email assets in your Marketo instance, optionally filtered by status, folder or last-updated date range.

• Action
  List programs

  Returns the programs in your Marketo instance, optionally filtered by program, folder or workspace, or by last-updated date range.

• Action
  List smart campaigns

  Returns the smart campaigns in your Marketo instance, optionally limited to a folder or program, an update-date window, or active campaigns only.

• Action
  Merge Leads

  Merges one or more leads into a winning lead.

• Action
  Remove Leads from List

  Removes leads from a static list.

• Action
  Request Campaign

  Runs leads through a trigger smart campaign.

• Action
  Schedule Campaign

  Schedules a batch smart campaign to run.

• Action
  Send sample email

  Sends a sample of a Marketo email asset to an address, optionally populating tokens and dynamic content as a chosen lead.

• Action
  Sync Companies

  Creates or updates companies.

• Action
  Sync Custom Object

  Creates or updates custom object records.

• Action
  Sync Opportunities

  Creates or updates opportunities.

• Action
  Update lead program status

  Changes the program status (for example "Registered" or "Attended") of one or more leads that are already members of a Marketo program.

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