--- title: "Connect AccuLynx and Relatel - APIANT.ai" description: "When \"List of Jobs by Milestone\" fires in AccuLynx, your agent runs \"Add contact\" in Relatel, or \"New Call\" in Relatel to \"Add contact note\" in AccuLynx." canonical: "https://apiant.ai/connect/acculynx-to-relatel" --- # Connect AccuLynx and Relatel When **List of Jobs by Milestone** fires in [AccuLynx](https://apiant.ai/connections/acculynx), your agent runs **Add contact** in [Relatel](https://apiant.ai/connections/relatel), or **New Call** in Relatel to **Add contact note** in AccuLynx. Describe the whole flow and it is built, tested on every scenario and kept running. AccuLynx **1** trigger AccuLynx **30** actions Relatel **4** triggers Relatel **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AccuLynx and Relatel to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What AccuLynx and Relatel can do together ### From AccuLynx to Relatel - When **List of Jobs by Milestone** in AccuLynx then **Add contact** in Relatel - When **List of Jobs by Milestone** in AccuLynx then **Update contact** in Relatel ### From Relatel to AccuLynx - When **New Call** in Relatel then **Add contact note** in AccuLynx - When **New message** in Relatel then **Add job message** in AccuLynx Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with AccuLynx and Relatel ## Triggers and actions 5 triggers · 49 actions - 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 **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 Call** Triggers when a new call is made or received in Relatel. - Trigger **New message** Triggered when a new message is sent or received in Relatel. - Trigger **New Smiley** Triggers when a caller or chat visitor gives a new smiley (satisfaction rating) in Relatel. - Trigger **New voicemail** Triggers when a new voicemail is left for an employee or reception. - Action **Add comment** Adds a comment to a contact in Relatel, optionally notifying a colleague. - Action **Add contact** Adds a new contact to your Relatel company and returns the new contact's id. - Action **Cloak Reception** Sets which reception's number is shown as the caller ID on the authenticated employee's outgoing calls. - Action **Delete contact** Deletes a contact from your Relatel organization and returns Relatel's confirmation message. - Action **Dial call** Initiates a phone call: rings the authenticated employee's phone, then connects them to the given number. - Action **Do Not Disturb** Turns Do Not Disturb on or off for the connected employee and returns the updated employee. - Action **Find contact by phone number** Finds a Relatel contact by its phone number and returns the contact's details. - Action **Get contact** Returns a single contact, including its phone number, name, email, tags and latest activity, by its contact ID. - Action **Get employee** Returns one employee in your Relatel company by ID, including name, email, phone number, presence and do-not-disturb status. - Action **Join a Group** Adds the authenticated employee to an employee group and returns the group's details after joining. - Action **Leave a Group** Removes the authenticated employee from the chosen employee group and returns the group's details. - Action **List calls** Returns calls in the Relatel account, optionally filtered by start time, end time, direction or the employee or reception that took the call. - Action **List contacts** Returns the contacts in your Relatel account, optionally only those with a given phone number. - Action **List employee groups** Returns all employee groups in your Relatel account, with each group's name, presence status and member employees. - Action **List employees** Returns all employees in your Relatel company, including their phone numbers, presence and group memberships. - Action **List receptions** Returns all receptions (phone lines/queues) in the Relatel account. - Action **List voicemails** Returns the account's voicemails, optionally filtered by recording time, recipient or phone number. Returns up to 100 voicemails. - Action **Send SMS** Sends an SMS to one or more phone numbers from your Relatel account or one of your receptions. - Action **Update contact** Updates an existing contact's phone number, name, email, flag or tags, and returns the updated contact. ## Each app on its own - [ **AccuLynx** AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their...](https://apiant.ai/connections/acculynx) - [ **Relatel** Create interesting integrations by using your Relatel events for actions.](https://apiant.ai/connections/relatel) Reviews ## What our customers say ## More from AccuLynx - [ **AccuLynx to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/acculynx-to-hubspot) - [ **AccuLynx to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/acculynx-to-salesforce) - [ **AccuLynx to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/acculynx-to-slack) - [ **AccuLynx to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/acculynx-to-google-sheets) - [ **AccuLynx to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/acculynx-to-gmail) - [ **AccuLynx to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/acculynx-to-google-calendar) ## More into Relatel - [ **HubSpot to Relatel** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-relatel) - [ **Google Sheets to Relatel** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-relatel) - [ **Gmail to Relatel** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-relatel) - [ **Google Calendar to Relatel** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-relatel) - [ **Google Drive to Relatel** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-relatel) - [ **Mailchimp to Relatel** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-relatel) Questions ## AccuLynx and Relatel, answered ### ### What can start an automation from AccuLynx? Any of AccuLynx's 1 trigger in the catalog, including List of Jobs by Milestone. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Relatel when something happens in AccuLynx? Any of Relatel's 19 actions, including Send SMS, Update contact, Add comment and Add contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Relatel to AccuLynx? Yes. When something happens in Relatel, your agent can act in AccuLynx too. This page covers both directions: Relatel's triggers and AccuLynx's actions are listed here as well. ### ### Do I have to build a connector for AccuLynx or Relatel? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use AccuLynx and Relatel without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.