Connect AccuLynx and Ninety

Both apps 52AccuLynx 27Ninety 25

• 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
  New Issue Created

  Triggered when a new issue is created in Ninety, optionally only on one team or only short-term vs long-term issues.

• Trigger
  New Measurable

  Triggered when a new measurable (KPI) is added to your Ninety scorecard, optionally only those tracked over a given period like weekly or monthly.

• Trigger
  New Team

  Triggered when a new team is created in your Ninety company.

• Trigger
  To-Do Created, Updated, or Deleted

  Triggered when a to-do is created or changed in Ninety — including being completed or archived — optionally only on one team or only personal to-dos. Ninety's API does not report hard deletions, so a removed to-do simply stops appearing rather than firing this trigger.

• Action
  Create Issue

  Creates an issue on a Ninety team's issues list.

• Action
  Create Milestone

  Creates a milestone on a Ninety rock, with a title and due date.

• Action
  Create Rock

  Creates a rock (a quarterly goal) for a Ninety team, with a due date, status and level.

• Action
  Create To-Do

  Creates a to-do on a Ninety team, with a due date and optional description.

• Action
  Delete Issue

  Deletes an existing Issue in Ninety by its ID.

• Action
  Delete Measurable Note

  Deletes the note on a Measurable for one scorecard period.

• Action
  Delete Measurable Score

  Deletes the score on a Measurable for one scorecard period.

• Action
  Delete Rock

  Deletes a Rock in Ninety by its ID. Returns the deleted Rock's ID along with the status Ninety returned.

• Action
  Delete To-Do

  Deletes a to-do in Ninety by its ID. Use it to remove a to-do that was created by mistake or is no longer needed.

• Action
  Find Issue

  Searches Ninety for issues matching the words you provide, optionally narrowed to one team or to short-term vs long-term issues. Returns the matching issues.

• Action
  Find Measurable

  Searches Ninety's scorecard for measurables (KPIs) matching the words you provide, optionally limited to a tracking period like weekly or monthly. Returns the matching measurables.

• Action
  Find Milestone

  Searches Ninety for milestones by title. Ninety carries milestones on their rocks, so this reads the rocks (optionally just one team's) and returns the milestones whose title matches, optionally limited to a single rock.

• Action
  Find Rock

  Searches Ninety for rocks (quarterly goals) matching the words you provide, optionally narrowed to one team or one status. Returns the matching rocks.

• Action
  Find Team

  Returns the teams in your Ninety company, optionally only those whose name contains the words you provide. Use it to get the team ID other Ninety actions need.

• Action
  Find To-Do

  Searches Ninety for to-dos matching the words you provide, optionally narrowed to one team, to personal to-dos, or to finished vs open ones. Returns the matching to-dos.

• Action
  Update Issue

  Changes an existing issue in Ninety — its title, detail, team, priority, short-term/long-term setting, or whether it is solved. Fields you leave blank are left as they are.

• Action
  Update Measurable Note

  Saves the note on a Ninety scorecard measurable for one period, replacing any note already there.

• Action
  Update Measurable Score

  Records the score on a Ninety scorecard measurable for one period, replacing any score already there.

• Action
  Update Milestone

  Changes an existing milestone in Ninety — its title, detail, due date, owner, or whether it is finished. Fields you leave blank are left as they are.

• Action
  Update Rock

  Changes an existing rock (quarterly goal) in Ninety — its title, detail, status, owner, team, quarter, due date, or whether it is archived. Fields you leave blank are left as they are.

• Action
  Update To-Do

  Changes an existing to-do in Ninety — its title, detail, due date, owner, team, repeat setting, or whether it is done or archived. Fields you leave blank are left as they are.

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