Connect AccuLynx and Todoist

Both apps 60AccuLynx 27Todoist 33

• 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
  New Completed Task

  Triggers when a task is completed, optionally filtered by project.

• Trigger
  New Incomplete Task

  Triggers when a new active (incomplete) task is added, optionally filtered by project.

• Trigger
  New Project

  Triggers when a new project is created.

• Action
  Close Task

  Completes (closes) a task.

• Action
  Create Comment

  Adds a comment to a task or project.

• Action
  Create Label

  Creates a new personal label.

• Action
  Create Project

  Creates a new project.

• Action
  Create Section

  Creates a new section within a project.

• Action
  Create Task

  Creates a new task.

• Action
  Delete comment

  Deletes a comment on a Todoist task or project by its ID.

• Action
  Delete label

  Deletes a personal label in Todoist and removes it from all tasks.

• Action
  Delete Project

  Deletes a project.

• Action
  Delete section

  Deletes a section and all of its tasks.

• Action
  Delete Task

  Deletes a task.

• Action
  Find tasks by filter

  Returns the active tasks that match a Todoist filter query, such as "today | overdue".

• Action
  Get comment

  Returns a single Todoist comment by its ID.

• Action
  Get label

  /api/v1/labels/{label_id} - retrieve one personal label.

• Action
  Get Project

  Returns a single project by ID.

• Action
  Get section

  Returns a single Todoist section by its ID.

• Action
  Get Task

  Returns a single active task by ID.

• Action
  List comments

  Returns all comments on a Todoist task or project.

• Action
  List Labels

  Returns all personal labels.

• Action
  List project collaborators

  Lists everyone who has access to a Todoist project, with their name and email.

• Action
  List Projects

  Returns all active projects.

• Action
  List Sections

  Returns all sections, optionally filtered by project.

• Action
  List Tasks

  Returns active tasks, optionally filtered by project, label, or filter query.

• Action
  Move task

  Moves a task to another project, section or parent task.

• Action
  Reopen Task

  Reopens a previously completed task.

• Action
  Update comment

  Updates the text of an existing Todoist comment and returns the updated comment.

• Action
  Update label

  Update a personal label's name, color, order or favorite status. Fields left blank keep their current values.

• Action
  Update Project

  Updates an existing project.

• Action
  Update section

  /api/v1/sections/{section_id} - rename a section.

• Action
  Update Task

  Updates an existing task.

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