Salesflare Salesflare Integrations

AccuLynx and Salesflare

CRM (Customer Relationship Management) acculynx.com ↗

How to connect AccuLynx

What you can automate

  • When contact Added in AccuLynx, find or create contact in Salesflare.
  • When contact Changed in AccuLynx, find or create contact in Salesflare.
  • When contact Custom Field Value 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.

About AccuLynx

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

AccuLynx operations on Zapier

Triggers (16)

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.
  • Contact Custom Field Value Changed — Triggers when a contact custom field value has changed. This action registers a webhook listener for the contact_custom_field_value_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.
Show 11 more triggers
  • 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.
  • Job Created — Triggers when a new job is created. This action registers a webhook listener for the job_created event.
  • Job Custom Field Value Changed — Triggers when job custom field value has changed. This action registers a webhook listener for the job_custom_field_value_changed 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.

Actions (6)

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

Searches (8)

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.

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