Connect AccuLynx and PostStack

Both apps 65AccuLynx 27PostStack 38

• 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
  Contact Deleted (instant)

  Fires when a contact is deleted (event: contact.deleted).

• Trigger
  Contact Updated (instant)

  Fires when a contact is updated (event: contact.updated).

• Trigger
  Email Bounced (instant)

  Fires when an email bounces (event: email.bounced).

• Trigger
  Email Delivered (instant)

  Fires when an email is delivered (event: email.delivered).

• Trigger
  New Contact (instant)

  Fires when a contact is created (event: contact.created).

• Trigger
  New Inbound Email

  Polls for newly received inbound emails.

• Trigger
  New Sent Email (instant)

  Fires when an email is sent (event: email.sent).

• Action
  Add a broadcast

  Create a new marketing broadcast.

• Action
  Add a contact

  Create a new contact.

• Action
  Add a segment

  Create a new manual contact segment.

• Action
  Add a template

  Create a new email template.

• Action
  Add contacts to segment

  Add contacts to an existing segment.

• Action
  Add suppression

  Add an address to the suppression list.

• Action
  Cancel broadcast

  Cancel an in-flight broadcast.

• Action
  Cancel email

  Cancel a scheduled or queued email before it sends.

• Action
  Delete a contact

  Delete a contact.

• Action
  Delete a template

  Delete an email template.

• Action
  Get a contact

  Fetch one contact by ID.

• Action
  Get a template

  Fetch one email template by ID.

• Action
  Get broadcast

  Retrieve one broadcast by its public id, including the HTML and text bodies that the list endpoint omits.

• Action
  Get email

  Fetch one sent or queued email by ID.

• Action
  Get email events

  Get the delivery event timeline for one email.

• Action
  Get inbound email

  Fetch one received inbound email by ID.

• Action
  Import contacts

  Bulk-import a CSV list of contacts.

• Action
  List broadcasts

  List marketing broadcasts.

• Action
  List contacts

  List contacts in the account.

• Action
  List emails

  List sent, queued, and scheduled emails.

• Action
  List inbound emails

  List emails received via inbound parsing.

• Action
  List segments

  List contact segments.

• Action
  List suppressed addresses

  List addresses on the suppression list.

• Action
  List templates

  List email templates.

• Action
  Send an email

  Send a transactional email through PostStack.

• Action
  Send broadcast

  Start sending a broadcast to its recipients.

• Action
  Send emails in batch

  Send up to 100 emails in a single request.

• Action
  Update a contact

  Update an existing contact's fields.

• Action
  Update a template

  Update an email template, creating a new version.

• Action
  Update email

  Reschedule a queued email's send time.

• Action
  Validate email address

  Check whether an email address is valid and deliverable.

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