Assign a Sales Representative to a Job

This workflow is commonly used by lead intake systems, call centers, appointment booking tools, marketing platforms, canvassing tools, and other integrations that need to route a new opportunity assingned to the correct AccuLynx user.

Assigning a Sales Representative is a post-job-creation step. The Job must already exist before a Company Representative can be assigned.

Before you begin

Confirm the following before assigning a Sales Representative:

The Job already exists in AccuLynx.
The integration has the AccuLynx Job ID.
The target Sales Representative exists as a user with a matching email address in the correct AccuLynx Account Location.
The integration is using the API key for the same Account Location where the Job exists.
The external system has a reliable way to match its assigned user to an AccuLynx user.
The integration knows what to do if no matching AccuLynx user is found.

Important: Do not assign a Sales Representative by name alone. Retrieve users from AccuLynx and use the correct Company User UUID.

Step 1: Retrieve AccuLynx users

Use the Get Users endpoint to retrieve users in the AccuLynx account.

From the response, identify the user who should be assigned to the Job and retain the Company User UUID.

The Company User UUID is the value used when assigning the Sales/Company Representative to the Job.

Step 2: Update the Company Representative

Use the Update Company Representative endpoint to assign the Sales/Company Representative to the existing Job.

The request should use:

AccuLynx Job ID
Company User UUID

After the update succeeds, the Job is assigned to the selected Company Representative in AccuLynx.

Example implementation sequence

1. Create or identify the Job.
2. Store the AccuLynx Job ID.
3. Get Users from the correct AccuLynx Account Location.
4. Match the external assigned user to an AccuLynx user.
5. Retain the Company User UUID.
6. Use Update Company Representative to assign the user to the Job.

What the external system should store

Store these values for future reconciliation, routing, and troubleshooting:

Value	Why
AccuLynx Job ID	Required to update the Job assignment.
Company User UUID	Required to assign the Sales/Company Representative.
External User ID	Helps map the external owner to the AccuLynx user.
User email	Useful for matching and troubleshooting.
Assignment timestamp	Shows when the assignment was attempted or completed.
Assignment result	Helps identify failed or skipped assignments.

Questions this guide answers

How do I assign a Sales Representative to a Job?
When should assignment happen?
What endpoint should I use to retrieve AccuLynx users?
What is the Company User UUID used for?
Can I assign a Sales Representative by name?
How should I match an external user to an AccuLynx user?
What should happen if no matching user is found?
What should the external system store after assignment?

Create a Lead/Job from a Third-Party System
Account and Location Scope
Account Settings, Configured Values, and IDs
ID Lookup Before Write Pattern
Add Notes or Messages to a Job
Retrieve and Update Lead/Job Data