Connect AccuLynx to Tapfiliate

Both apps 53AccuLynx 31Tapfiliate 22

• 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.

• Action
  Add affiliate note

  Adds a note to an affiliate and returns the created note, including who wrote it and when.

• Action
  Add affiliate to program

  Adds an existing affiliate to a program, optionally setting their approval status and coupon, and returns the affiliate's record in that program.

• Action
  Add Commission to Conversion

  Adds one or more commissions to an existing conversion, calculated from the amount you supply, and returns the commissions that were created.

• Action
  Add payment

  Records a payment to an affiliate for a given amount and currency, and returns the payment that was created.

• Action
  Create Conversion

  Creates a conversion in Tapfiliate, attributed to an affiliate by customer, coupon, referral code, click, asset and source, or tracking id, and returns the conversion with its commissions.

• Action
  Create Customer

  Creates a customer in Tapfiliate and attributes it to an affiliate using a referral code, coupon, click id, tracking id, or asset and source ids.

• Action
  Delete affiliate

  Deletes an affiliate from your Tapfiliate account by ID.

• Action
  Delete conversion

  Deletes a conversion from your Tapfiliate account.

• Action
  Delete customer

  Permanently deletes a customer from your Tapfiliate account.

• Action
  Find Affiliate

  Returns the affiliates that match the email address, referral code, click, source, parent affiliate or affiliate group you specify.

• Action
  Find Affiliate in Program

  Returns the affiliates in a program that match an email address, source id, parent affiliate or affiliate group.

• Action
  Find Affiliate Prospect

  Returns the affiliate prospects that match an email address, referral code, program or affiliate group.

• Action
  Find Conversion

  Returns the conversions that match an external id, program, affiliate, pending-commission status or date range.

• Action
  Find Customer

  Returns the customers that match a customer id from your own system, or a program, affiliate or date range.

• Action
  Get affiliate

  Returns one affiliate by id, including their contact details, company, address, meta data and custom field values. An error occurs if the affiliate is not found.

• Action
  List commissions

  Returns all commissions in the Tapfiliate account, optionally narrowed by affiliate, approval status or whether they have been paid out.

• Action
  List payments

  Returns the payments made to affiliates in your Tapfiliate account, including the affiliate paid, the amount and the currency.

• Action
  List programs

  Returns all affiliate programs in the Tapfiliate account, optionally narrowed to one asset.

• Action
  Set Affiliate Group

  Assigns an affiliate to an affiliate group, replacing any group the affiliate is currently in.

• Action
  Update Commission Approval Status

  Approves or disapproves a commission and returns the updated commission.

• Action
  Update conversion

  Updates an existing conversion's amount, external id or meta data, and can recalculate its commissions when the amount changes.

• Action
  Update Customer Status

  Cancels a customer or uncancels them, returning the updated customer and its status.

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