Connect AccuLynx and TimeKeeper

Both apps 49AccuLynx 32TimeKeeper 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
  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
  Employee Clock In

  Triggers when an employee clocks in, returning the new time entry with its employee, job, activity and start time.

• Trigger
  Employee Clock Out

  Triggers when an employee clocks out, delivering the completed time entry with its start and end times, duration, job and activity.

• Trigger
  Leave Request Approved

  Triggers when a leave request is approved in TimeKeeper, for leave falling between 30 days ago and 59 days ahead.

• Trigger
  Who's In

  Triggers when an employee appears on the Who's In list, i.e. each time someone clocks in, with their location, last job and clock-in time.

• Action
  Add activity

  Creates a new activity in TimeKeeper that employees can log time against.

• Action
  Add a Job

  Creates a new job in TimeKeeper with a name and optional job number and address.

• Action
  Get employee timesheet

  Returns an employee's timesheet for a date range, including total regular, overtime and leave hours plus each day's time entries and leave.

• Action
  Get job breakdown report

  Generates a breakdown report for one TimeKeeper job over a date range of up to 60 days.

• Action
  List activities

  Returns every activity set up in your TimeKeeper account, with each activity's name and number.

• Action
  List employees

  Returns the employees in your TimeKeeper account, including archived ones, with their contact details, job title, teams and working locations.

• Action
  List jobs

  Returns every job in your TimeKeeper account, with each job's name, job number, completion status and id.

• Action
  List leave entries

  Returns employee leave entries (annual leave and other leave types) within a date range of up to 30 days, optionally for one employee or one leave type. Public holidays are not included.

• Action
  List leave requests

  Returns the leave requests in your TimeKeeper account for a date range of up to 90 days, optionally filtered by status, leave type or employee. Returns open requests unless another status is chosen.

• Action
  List shifts

  Returns the draft, open and published shifts scheduled in a date range of up to 90 days, optionally for one employee. Shift times are in UTC.

• Action
  List time entries

  Returns the time entries recorded in your TimeKeeper account for a date range of up to 90 days, optionally narrowed to one employee, job or activity.

• Action
  Update activity

  Updates the name and activity number of an existing activity in TimeKeeper.

• Action
  Update a Job

  Updates an existing job in TimeKeeper, changing its name, job number, address or address coordinates.

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