Connect AccuLynx and SwagUp

Both apps 48AccuLynx 31SwagUp 17

• 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
  Low Credit Balance

  Triggers when your SwagUp credit balance is below the amount you choose, and again each time the low balance changes.

• Trigger
  Low Stock for a Product

  Triggers when a product in your SwagUp inventory is running low on stock, and again if its stock levels change while it stays low.

• Trigger
  New or Updated Order

  Triggers when an order is created or updated.

• Trigger
  New or Updated Shipment Status

  Triggers when a shipment is created or its delivery status changes.

• Trigger
  New or Updated Shipment Tracking

  Triggers when a shipment first gets a tracking number or its tracking number changes.

• Trigger
  New Redemption

  Triggered when a unique code in a code-validator campaign is redeemed. Fires each time the code's use count increases.

• Trigger
  Product Deactivated

  Triggers when a product in your SwagUp account is deactivated.

• Action
  Add Funds to Credit Balance

  Adds funds to the SwagUp account's credit balance and returns the amount added and the new current balance.

• Action
  Create a New Recipient

  Creates a new recipient (contact) in the SwagUp directory with their name, contact details and shipping address, and returns the created recipient.

• Action
  Find an Order

  Returns the SwagUp account orders that match a search term, such as an order number, with optional filters for status, proof, invoice and date.

• Action
  Find a Product by Name

  Returns the SwagUp products and packs in your account that match the specified name, with their stock, status and pack contents.

• Action
  Find a Recipient

  Returns the recipients in your SwagUp contact directory that match the search text, with optional filters such as company, external id, and creation or modification period.

• Action
  Find a Shipment

  Returns the shipments that match a search term, recipient, invoice, external ID or shipment IDs, with optional status and date filters.

• Action
  Find Inventory for Products

  Returns the current inventory of the specified products, including the stock quantity on hand for each size.

• Action
  Generate a Unique URL

  Creates a unique redemption code (token) on a SwagUp code-validator campaign, with its validity dates, usage limit and base URL, and returns the created token.

• Action
  Reorder an Existing Product

  Places a new SwagUp order for more units of a product already in your account, and returns the created order.

• Action
  Update Existing Recipient Information

  Updates the details of an existing recipient in your SwagUp directory, such as their name, contact details or shipping address, and returns the updated recipient.

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