Creating a Zap - Help
##### API Technical Knowledge Required
AccuLynx customer support will not be able to help with technical API questions. A technical understanding of APIs and how they work is required.
 
![](https://files.readme.io/11553ee-logo_black2x.png)
 
 
Requirements:
- AccuLynx account
- Zapier Account
- AccuLynx API Key
- Create a different key per Zap to allow reporting within AccuLynx on each.
- Location or Company Administrator permissions are required.
 
Step 1: Go to Zapier
log into your zapier.com account or create a new account.
![](https://files.readme.io/e3d395a-a-step_1.png)
 
Step 2: Create Zap
Click the orange “+” button on the top left to “Create Zap”.
![](https://files.readme.io/96d8c5b-b-step_2.png)
 
Step 3: Configure your Zap
You have 2 options when configuring your Zap:
- Option A: Leads can be pushed into AccuLynx
- Option B: Job lists can be pulled from AccuLynx when a job changes milestones.
 
Option A: Push Leads into AccuLynx
If you want to “create a lead” in AccuLynx when a lead is created in a secondary application, follow these steps:
- Add the Trigger
- Search for the secondary application and add it as the Trigger App.
![](https://files.readme.io/3140640-1-1a.png)
 
- Select the Event
(Options will vary depending on the selected application.)
![](https://files.readme.io/f67fae1-1-1b.png)
 
- If login is required to access your software, enter login credentials.
![](https://files.readme.io/7f88c77-1-1c.png)
 
- Complete the steps to define the trigger
(Steps will vary depending on the selected application.)
![](https://files.readme.io/85ef91b-1-1d.png)
 
- Test to see that the expected data is being returned
![](https://files.readme.io/6a8dc95-1-1e.png)
![](https://files.readme.io/3fbcb8b-1-1e2.png)
 
 
- Add the Action
- Search for AccuLynx and add it as the “Action” App
![](https://files.readme.io/0101c61-1-2a.png)
 
- Select “Create Lead” as the event
![](https://files.readme.io/3a1ae65-1-2b.png)
 
- Click “Sign In” and enter the API Key for this Zap from your selected AccuLynx location
![](https://files.readme.io/6643dd3-1-2c.png)
 
- For the Action, the AccuLynx job data fields should all be listed
- Map each field to the “Trigger” app’s data (from Step 1)
- Click continue to verify mapping
![](https://files.readme.io/0dc159b-1-2d.png)
 
- Test the action - A new lead should be sent to AccuLynx
![](https://files.readme.io/e67e371-1-2e.png)
 
- Publish the Zap
 
Option B: Pull Job Data from AccuLynx when Job Milestone Changes
If you want get a list of your AccuLynx jobs that have changed milestone, follow these steps:
- Add the Trigger
- Search for “AccuLynx” and add it as the Trigger App
![](https://files.readme.io/229cf74-2-1a.png)
 
- Select “List of Jobs by Milestone” as the event
![](https://files.readme.io/e4acf91-2-1b.png)
 
- Click “Sign In” and enter the API Key for this Zap from your selected AccuLynx location
- For the Trigger, Select the milestone
(For new leads, select Lead)
![](https://files.readme.io/35cc0f6-2-1d.png)
 
- Test to see that the expected data is being returned
(IMPORTANT: A job milestone change matching your Trigger must occur in AccuLynx in order to return a job list.)
![](https://files.readme.io/b2fca5b-2-1e.png)
 
- Add the Action
- Search for the secondary application and add it as the “Action” App
![](https://files.readme.io/ee52415-2-2a.png)
 
- Select the Event
(Options will vary depending on the selected application.)
![](https://files.readme.io/862e8c1-2-2b.png)
 
- Enter login credentials, if necessary.
- Complete the steps to define the action
(Options will vary depending on the selected application.)- Map each field and to the AccuLynx data
- Click continue to verify mapping
![](https://files.readme.io/76de407-2-2d.png)
 
- Test the action
- A job milestone change matching your Trigger must occur.
- If Trigger occurs, a job should have been sent to the secondary application.
- Publish the Zap
Updated 5 days ago