AccuLynx and Salesflare

How to connect AccuLynx

When contact Added in AccuLynx, find or create contact in Salesflare.
When contact Changed in AccuLynx, find or create contact in Salesflare.
When job Company Representative Changed in AccuLynx, find or create account in Salesflare.
When job Primary Contact Changed in AccuLynx, find or create contact in Salesflare.
When job Initial Appointment Created in AccuLynx, create meeting, then create call in Salesflare.
When job Initial Appointment Updated in AccuLynx, create meeting, then create call in Salesflare.

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.

Start a workflow when this happens

Contact Added — Triggers when a new Contact is added. This action registers a webhook listener for the contact_added event.
Contact Changed — Triggers when contact details have changed. This action registers a webhook listener for the contact_changed event.
Job Category Changed — Triggers when a job Category from a job is changed. This action registers a webhook listener for the job_category_changed event.
Job Company Representative Assigned — Triggers when the representative for a job company is assigned. This action registers a webhook listener for the job_company_representative_assigned event.
Job Company Representative Changed — Triggers when the representative for a job company is modified. This action registers a webhook listener for the job_company_representative_changed event.

Show 9 more triggers

Job Created — Triggers when a new job is created. This action registers a webhook listener for the job_created event.
Job Initial Appointment Created — Triggers when a initial appointment is created for a job. This action registers a webhook listener for the job_initial_appointment_created event.
Job Initial Appointment Updated — Triggers when an initial appointment is updated for a job. This action registers a webhook listener for the job.appointments.initial_updated event.
Job Milestone Current Changed — Triggers when the current milestone of a job is changed. This action registers a webhook listener for the job_milestone_current_changed event.
Job Milestone Status Current Changed — Triggers when the current status within a milestone of a job changes to another status in the same milestone.
Job Primary Contact Changed — Triggers when a Job changed its primary Contact. This action registers a webhook listener for the job_contacts_primary_changed event.
Job Trade Type Changed — Triggers when a trade type from a job is changed. This action registers a webhook listener for the job_trade_type_changed event.
Job Work Type Changed — Triggers when a work type from a job is changed. This action registers a webhook listener for the job_work_type_changed event.
List of Jobs by Milestone — Triggers when you get a list of current jobs by Milestone.

Things Salesflare can make it do

Create Contact — Creates a new contact with the provided data.
Create Job — Creates a new job with the provided data.
Create Lead — Creates a new lead.
Set Initial Appointment — Set an initial appointment to an existing job with the provided data.
Update Contact Custom Field — Updates the values of a custom field within a specific contact record

Show 1 more actions

Update Job Custom Field — Updates the values of a custom field within a specific job record

Look up existing records

Find Job — Retrieve the full details of a job at any milestone using the jobId
Find Job Category — Finds a job Category based on name.
Find Lead Source — Finds a lead source based on name.
Find Trade-Types — Finds a list of trade-types based on name.
Find Work-Types — Finds a work-types based on name.

Show 3 more searches

Get Contact Custom Fields — Returns a list of custom fields associated with the specified contact. Fields containing multiple values are returned as comma-separated strings.
Get Job Custom Fields — Returns a list of custom fields associated with the specified job. Fields containing multiple values are returned as comma-separated strings
Search Contact — Find a specific contact by search term.

The CRM your team will love to use.

B2B lead generation platform

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…

Zapier Forms is an automated way to collect data and integrate your form with workflows that can…

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more d…

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.