Connect AccuLynx and Mattermost

Both apps 60AccuLynx 32Mattermost 28

• 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
  New Channel

  Triggers when a new public channel is created in a Mattermost team.

• Trigger
  New user

  Triggers when a new user joins the selected Mattermost team.

• Action
  Add direct channel

  Creates (or returns the existing) direct message channel between two users.

• Action
  Add Reaction

  Adds an emoji reaction to a Mattermost post.

• Action
  Add user

  Creates a new user account on the Mattermost server and returns the created user.

• Action
  Add User to Channel

  Adds a user to a Mattermost channel.

• Action
  Add user to team

  Adds a user to a team, making them a team member.

• Action
  Create Channel

  Creates a public or private channel in a Mattermost team.

• Action
  Delete channel

  Deletes (archives) a Mattermost channel, or permanently deletes it when requested.

• Action
  Delete Post

  Deletes a Mattermost post.

• Action
  Delete reaction

  Removes a user's emoji reaction from a post.

• Action
  Find channels by name

  Searches a team's public channels (and channels you belong to) whose name or display name matches a search term, and returns the matching channels.

• Action
  Find posts by terms

  Searches the posts in a team for the given search terms and returns the matching posts.

• Action
  Find User by Email

  Finds a Mattermost user by email address.

• Action
  Find user by username

  Finds a Mattermost user by their username and returns the user's profile.

• Action
  Get channel

  Returns a Mattermost channel's details (name, display name, team, type, purpose and header) by its channel ID.

• Action
  Get Post

  Returns a single Mattermost post by its ID.

• Action
  Get team

  Returns a Mattermost team by its ID.

• Action
  Get user

  Returns a Mattermost user's profile by their user ID.

• Action
  List channels

  Returns the public channels on a Mattermost team.

• Action
  List posts

  Returns the most recent posts in a Mattermost channel, newest first, optionally limited to posts changed since a time or before/after a given post.

• Action
  List Teams

  Returns the Mattermost teams you belong to.

• Action
  List users

  Returns users on the Mattermost server, optionally limited to a team, channel or group, or filtered by role and active status.

• Action
  Pin post

  Pins a post to the channel it was posted in.

• Action
  Post Message

  Posts a new message to a Mattermost channel, optionally as a reply in a thread.

• Action
  Remove user from channel

  Removes a user from a channel.

• Action
  Update channel

  Updates a channel's name, display name, purpose, header or other settings. Only the fields you fill in are changed.

• Action
  Update Post

  Changes the text of an existing Mattermost post.

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