Connect AccuLynx and Pipedream

Both apps 63AccuLynx 27Pipedream 36

• 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 account

  Fires when a new app account appears in the project.

• Trigger
  New project

  Fires when a new project is created in the workspace.

• Action
  Create account

  Connect an app account on behalf of an end user.

• Action
  Create connect token

  Create a short-lived token that lets an end user connect an account.

• Action
  Create project

  Create a new project in your Pipedream workspace.

• Action
  Delete account

  Disconnect and remove a single connected account.

• Action
  Delete deployed trigger

  Remove a deployed trigger so it stops emitting events.

• Action
  Delete project

  Permanently remove a project from your workspace.

• Action
  Delete user

  Remove an end user and all of their connected accounts.

• Action
  Deploy trigger

  Deploy a trigger for an end user so it starts emitting events.

• Action
  Get account

  Retrieve the details of a single connected account.

• Action
  Get action

  Retrieve the definition of a single action.

• Action
  Get app

  Retrieve the details of a single app in Pipedream's catalog.

• Action
  Get component

  Retrieve the definition of a single component.

• Action
  Get deployed trigger

  Retrieve the details of a single deployed trigger.

• Action
  Get project

  Retrieve the details of a single project.

• Action
  Get trigger

  Retrieve the definition of a single trigger.

• Action
  List accounts

  List the app accounts your end users have connected in a project.

• Action
  List accounts for user

  List the accounts a specific end user has connected.

• Action
  List actions

  Browse the actions available to run for a project's apps.

• Action
  List apps

  Browse the apps available in Pipedream's integration catalog.

• Action
  List components

  Browse the components available in a project.

• Action
  List deployed triggers

  List the triggers currently deployed in a project.

• Action
  List projects

  List the projects in your Pipedream workspace.

• Action
  List trigger events

  Retrieve the recent events emitted by a deployed trigger.

• Action
  List triggers

  Browse the triggers available to deploy for a project's apps.

• Action
  List users

  List the end users who have connected accounts in a project.

• Action
  Proxy GET request

  Send an authenticated GET request to a connected app's API on behalf of an end user.

• Action
  Proxy PATCH request

  Send an authenticated PATCH request to a connected app's API on behalf of an end user.

• Action
  Proxy POST request

  Send an authenticated POST request to a connected app's API on behalf of an end user.

• Action
  Proxy PUT request

  Send an authenticated PUT request to a connected app's API on behalf of an end user.

• Action
  Run action

  Run an app action on behalf of an end user and return its result.

• Action
  Set trigger webhook

  Send a deployed trigger's events to one webhook address, replacing any addresses it currently sends to.

• Action
  Update deployed trigger

  Change the configuration of a deployed trigger.

• Action
  Update project

  Change the name or settings of an existing project.

• Action
  Validate connect token

  Check whether a Connect token is still valid.

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