Connect AccuLynx and SureCart

Both apps 118AccuLynx 27SureCart 91

• 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
  Affiliation Request Approved

  Triggers when a affiliation request is approved.

• Trigger
  Affiliation Request Created

  Triggers when a affiliation request is created.

• Trigger
  Affiliation Request Denied

  Triggers when a new affiliation request is denied.

• Trigger
  Cancellation Act Created

  Triggers when a cancellation act is created.

• Trigger
  Cancellation Act Updated

  Triggers when a cancellation act is updated.

• Trigger
  Customer Created

  Triggers when a customer is created.

• Trigger
  Customer Updated

  Triggers when a customer is updated.

• Trigger
  Fulfillment Created

  Triggers when a fulfillment is created.

• Trigger
  Fulfillment Deleted

  Triggers when a fulfillment is deleted.

• Trigger
  Fulfillment Updated

  Triggers when a fulfillment is updated.

• Trigger
  Order Created

  Triggers when a order is created.

• Trigger
  Order Delivered

  Triggers when a order is delivered.

• Trigger
  Order Fulfilled

  Triggers when a order is fulfilled.

• Trigger
  Order Paid

  Triggers when a order is paid.

• Trigger
  Order Partially Fulfilled

  Triggers when a order is partially fulfilled.

• Trigger
  Order Partially Shipped

  Triggers when a order is partially shipped.

• Trigger
  Order Payment Failed

  Triggers when a order payment fails.

• Trigger
  Order Processing

  Triggers when a order becomes processing.

• Trigger
  Order Shipped

  Triggers when a order is shipped.

• Trigger
  Order Unfulfilled

  Triggers when a order is unfulfilled.

• Trigger
  Order Voided

  Triggers when a order is voided.

• Trigger
  Payout Completed

  Triggers when a payout is completed.

• Trigger
  Purchase Created

  Triggers when a purchase is created.

• Trigger
  Purchase Invoked

  Triggers when a purchase is invoked.

• Trigger
  Purchase Revoked

  Triggers when a purchase is revoked.

• Trigger
  Purchase Updated

  Triggers when a purchase is updated.

• Trigger
  Referral Approved

  Triggers when a referral is approved.

• Trigger
  Referral Created

  Triggers when a referral is created.

• Trigger
  Refund Created

  Triggers when a refund is created.

• Trigger
  Refund Succeeded

  Triggers when a refund succeeds.

• Trigger
  Return Request Completed

  Triggers when a return request is completed.

• Trigger
  Return Request Created

  Triggers when a return request is created.

• Trigger
  Return Request Deleted

  Triggers when a return request is deleted.

• Trigger
  Return Request Opened

  Triggers when a return request is opened.

• Trigger
  Return Request Updated

  Triggers when a return request is updated.

• Trigger
  Subscription Active

  Triggers when a subscription becomes active.

• Trigger
  Subscription Canceled

  Triggers when a subscription is canceled.

• Trigger
  Subscription Completed

  Triggers when a subscription is completed.

• Trigger
  Subscription Created

  Triggers when a subscription is created.

• Trigger
  Subscription Past Due

  Triggers when a subscription becomes past due.

• Trigger
  Subscription Renewed

  Triggers when a subscription is renewed.

• Trigger
  Subscription Set to Cancel

  Triggers when a subscription is set to cancel.

• Trigger
  Subscription Trialing

  Triggers when a subscription becomes trialing.

• Trigger
  Subscription Updated

  Triggers when a subscription is updated.

• Action
  Add Affiliation Request

  Creates a pending affiliate application in your SureCart store.

• Action
  Add Customer

  Creates a customer in your SureCart store.

• Action
  Add Payout

  Creates a payout for an affiliate covering their approved, unpaid referral commissions up to an end date.

• Action
  Approve Affiliation Request

  Approves a pending affiliate application, turning the applicant into an affiliate.

• Action
  Approve Referral

  Approves a referral that is under review.

• Action
  Cancel Checkout

  Cancels a checkout; its associated order and invoice are voided.

• Action
  Cancel Subscription

  Cancels a subscription, either immediately or at the end of the current billing period.

• Action
  Complete Payout

  Marks a processing affiliate payout as completed (paid).

• Action
  Complete Return Request

  Marks an open return request as completed.

• Action
  Complete Subscription

  Completes a fixed-length (finite) subscription immediately.

• Action
  Delete Fulfillment

  Deletes a fulfillment, returning its order items to unfulfilled.

• Action
  Delete Return Request

  Deletes a return request.

• Action
  Deny Affiliation Request

  Denies a pending affiliate application.

• Action
  Finalize Checkout

  Finalizes a draft checkout so it can be paid.

• Action
  Find Affiliation

  Find an existing affiliation by ID.

• Action
  Find Affiliation Request

  Find an existing affiliation request by ID.

• Action
  Find Cancellation Act

  Find an existing cancellation act by ID.

• Action
  Find Checkout

  Find an existing checkout by ID.

• Action
  Find Click

  Find an existing click by ID.

• Action
  Find Coupon

  Find an existing coupon by ID.

• Action
  Find Customer

  Find an existing customer by ID.

• Action
  Find Fulfillment

  Find an existing fulfillment by ID.

• Action
  Find Fulfillment Item

  Find an existing fulfillment item by ID.

• Action
  Find Line Item

  Find an existing line item by ID.

• Action
  Find Order

  Find an existing order by ID.

• Action
  Find Payment Intent

  Find an existing payment intent by ID.

• Action
  Find Payment Method

  Find an existing payment method by ID.

• Action
  Find Payout

  Find an existing payout by ID.

• Action
  Find Payout Group

  Find an existing payout group by ID.

• Action
  Find Price

  Find an existing price by ID.

• Action
  Find Product

  Find an existing product by ID.

• Action
  Find Promotion

  Find an existing promotion by ID.

• Action
  Find Purchase

  Find an existing purchase by ID.

• Action
  Find Referral

  Find an existing referral by ID.

• Action
  Find Referral Item

  Find an existing referral item by ID.

• Action
  Find Refund

  Find an existing refund by ID.

• Action
  Find Return Item

  Find an existing return item by ID.

• Action
  Find Return Request

  Find an existing return request by ID.

• Action
  Find Subscription

  Find an existing subscription by ID.

• Action
  Find Tracking

  Find an existing tracking by ID.

• Action
  Invoke Purchase

  Re-activates a revoked purchase, restoring the customer's access to the product.

• Action
  Manually Pay Checkout

  Marks a finalized checkout as paid outside SureCart, creating its paid order.

• Action
  Open Return Request

  Re-opens a completed return request.

• Action
  Preserve Subscription

  Records that a customer who started to cancel a subscription chose to keep it.

• Action
  Revoke Purchase

  Revokes a customer's purchase, removing their access to the product.

• Action
  Update Customer

  Updates an existing customer's name, email or phone in your SureCart store.

• Action
  Update Purchase

  Schedules when a customer's purchase will be automatically revoked.

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