Connect AccuLynx and Outline

Both apps 67AccuLynx 32Outline 35

• 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 Collection

  Triggers when a new collection is created in Outline.

• Trigger
  New Comment

  Triggers when a new comment is added in Outline, optionally on one document or collection.

• Trigger
  New Document

  Triggers when a new document is published in Outline, optionally within one collection.

• Action
  Add group

  Creates a new group in Outline that can be used to organize users and grant collection access.

• Action
  Add group member

  Adds a user to a group in Outline, optionally as a group admin.

• Action
  Add share

  Creates a share link for an Outline document or collection, returning the share's URL and settings.

• Action
  Archive Document

  Archives an Outline document so it leaves the active collection.

• Action
  Create Collection

  Creates a collection in Outline to group documents.

• Action
  Create Document

  Creates a document in an Outline collection and returns its ID and link.

• Action
  Delete Collection

  Deletes an Outline collection and all of its documents.

• Action
  Delete comment

  Deletes a comment, including all of its replies when it is a top-level comment.

• Action
  Delete Document

  Deletes an Outline document, moving it to trash or removing it permanently.

• Action
  Delete group

  Deletes a group. Its members lose access to any collections the group had been added to.

• Action
  Duplicate document

  Duplicates an existing document, optionally with its child documents, into the same or another collection.

• Action
  Find documents by title

  Returns documents whose titles match the search keywords you provide.

• Action
  Get Collection

  Returns an Outline collection's name, description and link.

• Action
  Get comment

  Returns a single comment on an Outline document, including its author, document and resolution status.

• Action
  Get Document

  Returns an Outline document with its title and Markdown text.

• Action
  Get group

  Returns a group's details, including its name, description and member count.

• Action
  Get User

  Returns an Outline user's name, email and role.

• Action
  Invite users

  Invites one or more people to join the Outline workspace by email, with a chosen role for each.

• Action
  List Collections

  Lists the collections in the Outline workspace.

• Action
  List comments

  Returns comments in your Outline workspace, optionally limited to one document or collection.

• Action
  List Documents

  Lists Outline documents, most recently updated first, optionally within one collection.

• Action
  List groups

  Returns the groups in the Outline workspace, optionally filtered by member, external ID or name search.

• Action
  List revisions

  Returns the revision history of an Outline document, newest snapshots with who created them and when.

• Action
  List Users

  Lists users in the Outline workspace, optionally filtered by name or email.

• Action
  Move document

  Moves a document to a different collection or under a different parent document. With no parent document given, it lands at the collection root.

• Action
  Restore document

  Restores an archived or deleted document, optionally to a previous revision or into a different collection.

• Action
  Search Documents

  Searches Outline documents by keyword and returns matching documents with a context snippet.

• Action
  Update Collection

  Updates an Outline collection's name, description or color.

• Action
  Update comment

  Updates the body of an existing comment on an Outline document.

• Action
  Update Document

  Updates the title or text of an Outline document.

• Action
  Update group

  Updates an existing group's name, icon or color in Outline.

• Action
  Update user

  Updates a user's name, avatar, language or sidebar preferences in Outline. Updates the connected user when no user is given.

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