Connect AccuLynx and ONLYOFFICE DocSpace

Both apps 54AccuLynx 27ONLYOFFICE DocSpace 27

• 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
  File Created

  Triggers when a new file is created in the selected DocSpace folder or room.

• Trigger
  File Created in My Documents

  Triggers when a new file is created in your My documents section.

• Trigger
  Folder Created

  Triggers when a new folder is created inside the selected folder or room.

• Trigger
  Folder Created in My Documents

  Triggers when a new folder is created in your My Documents section.

• Trigger
  Room Archived

  Triggers when a room is moved to the Archive section of your DocSpace.

• Trigger
  Room Created

  Triggers when a new room is created in the DocSpace portal.

• Trigger
  User Added

  Triggers when a new user is added to the DocSpace portal.

• Trigger
  User Joined

  Triggers when a user joins the DocSpace portal by activating their account.

• Action
  Archive Room

  Moves a DocSpace room to the Archive section.

• Action
  Create File

  Creates a new document, spreadsheet or presentation file in a DocSpace folder or room.

• Action
  Create File in My Documents

  Creates a new blank document, spreadsheet or presentation in your My documents section.

• Action
  Create Folder

  Creates a new folder with the given title inside a folder or room.

• Action
  Create Folder in My Documents

  Creates a new folder in your My Documents section.

• Action
  Create Room

  Creates a new room in the DocSpace Rooms section and returns the room's information.

• Action
  Delete Folder

  Deletes a folder in DocSpace. The deletion runs as a background file operation, which is returned.

• Action
  Delete Folder From My Documents

  Deletes a folder from My Documents in ONLYOFFICE DocSpace.

• Action
  Download File

  Returns a temporary pre-signed download link for a DocSpace file.

• Action
  Download File From My Documents

  Returns a temporary download link for a file in My Documents.

• Action
  Find User by Email

  Finds a DocSpace user by email address and returns their profile.

• Action
  Get External Link

  Returns the primary external (public share) link of a DocSpace room.

• Action
  Get Room Access List

  Returns the list of users, groups and links that have access to a room, with their access rights.

• Action
  Invite User

  Invites a person to the DocSpace portal by email with the chosen user role.

• Action
  Search File

  Searches a DocSpace folder or room for files whose title matches the given text.

• Action
  Search Folder

  Searches a DocSpace folder or room for subfolders whose name matches the given text and returns the matches.

• Action
  Share Room

  Shares a room with a person by email or user id, giving them the chosen access level, and optionally sends them a notification.

• Action
  Upload File

  Uploads a file from a URL into a chosen DocSpace folder or room.

• Action
  Upload File to My Documents

  Uploads a file to your My documents section in ONLYOFFICE DocSpace.

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