Connect AccuLynx and Recharge

Both apps 72AccuLynx 32Recharge 40

• 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
  Customer Status Change

  Triggers when a Recharge customer becomes active (gains an active subscription) or inactive (no active subscriptions left).

• Trigger
  New Address Created

  Triggers when a new address is added for a customer.

• Trigger
  New Cancelled Subscription

  Triggers when a subscription is cancelled.

• Trigger
  New Charge Created

  Triggers when a new charge is created in Recharge.

• Trigger
  New Customer

  Triggers when a new customer is added to your Recharge store.

• Trigger
  New Order

  Triggers when a new order is created in Recharge.

• Trigger
  New Subscription

  Triggers when a new subscription is created.

• Action
  Activate Subscription

  Reactivates a cancelled subscription.

• Action
  Cancel Subscription

  Cancels an active subscription with a reason.

• Action
  Change Next Charge Date

  Changes the next charge date of a subscription.

• Action
  Create Customer

  Creates a customer in Recharge and returns the new customer's ID.

• Action
  Create Discount Codes

  Creates a discount code in Recharge.

• Action
  Create One Time Charge

  Adds a one-time product to an address's upcoming charge.

• Action
  Delete Address

  Deletes a Recharge address that has no active subscriptions.

• Action
  Delete Customer

  Deletes a Recharge customer, which also cancels and deletes their subscriptions and addresses.

• Action
  Delete One Time Charge

  Deletes an unprocessed one-time product.

• Action
  Delete Order

  Deletes a queued (scheduled) order.

• Action
  Delete Subscription

  Permanently deletes a subscription.

• Action
  Find a Charge

  Returns one charge by ID, with its status, schedule and total.

• Action
  Find an Address

  Finds Recharge addresses by customer, address ID, discount, active status or date range.

• Action
  Find a Subscription

  Finds subscriptions matching a customer, address, product variant, status or ID, and returns the first match plus the full list.

• Action
  Find Customer

  Finds a Recharge customer by email or ecommerce customer ID.

• Action
  List Addresses

  Returns addresses, optionally for one customer.

• Action
  List Charges

  Returns charges, optionally filtered by customer or status.

• Action
  List Customers

  Returns a list of customers in your Recharge store.

• Action
  List One-Time Charges

  Returns one-time products, optionally for one customer or address.

• Action
  List Orders

  Returns orders, optionally filtered by customer or status.

• Action
  List Subscriptions

  Returns subscriptions, optionally filtered by customer or status.

• Action
  Process Charge

  Processes a queued charge immediately (Recharge Plus plan).

• Action
  Retrieve Address

  Returns one Recharge address by ID.

• Action
  Retrieve Customer

  Returns one Recharge customer by ID, with their name, email, phone and active subscription count.

• Action
  Retrieve Discount

  Returns one discount by ID.

• Action
  Retrieve One-Time Charge

  Returns one one-time product by ID.

• Action
  Retrieve Order

  Returns one Recharge order by ID, including its line items.

• Action
  Skip Charge

  Skips an upcoming charge.

• Action
  Unskip Charge

  Unskips a previously skipped charge.

• Action
  Update Address

  Updates a Recharge shipping address.

• Action
  Update Customer

  Updates a Recharge customer's name, email or phone.

• Action
  Update One-Time Charge

  Updates a one-time product's quantity, price or charge date.

• Action
  Update Order Line Items

  Replaces the line items on an existing Recharge order and returns the updated order.

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