What is a Zap?

In Zapier, a "Zap" is the an automation unit that connects two or more web applications to perform a specific task. It's a trigger-action workflow that says: "When something happens in App A, do something in App B" in the format of: When [Trigger] → Then [Action]

Anatomy of a Zap:

1. Trigger: An event that starts the Zap. (e.g., "New email received in Gmail")
2. Action: The task performed in another app. (e.g., "Send notification to Slack")
3. Connection: The link between the trigger and action apps.

Example: When [Trigger: Form is submitted in App A] → Then [Action: create a Lead in AccuLynx]

For a better understanding the capabilities of an AccuLynx - Zapier integration, visit the Triggers and Actions.

Before you create a Zap, get these ready to use!

• Active AccuLynx account
• Active Zapier Account
• AccuLynx API Key, refer here to know how to Create an API Key
  • Create a unique API Key in AccuLynx for every Zap you create to allow better reporting within AccuLynx

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How to create a Zap

Step 1: Go to Zapier

log into your zapier.com account or create a new account.

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Step 2: Create Zap

Click the orange “+” button on the top left to “Create Zap”.

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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:

1. Add the Trigger

• Search for the secondary application and add it as the Trigger App.

• Select the Event
  (Options will vary depending on the selected application.)

• If login is required to access your software, enter login credentials.

• Complete the steps to define the trigger
  (Steps will vary depending on the selected application.)

• Test to see that the expected data is being returned

2. Add the Action

• Search for AccuLynx and add it as the “Action” App

• Select “Create Lead” as the event

• Click “Sign In” and enter the API Key for this Zap from your selected AccuLynx location

• 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

• Test the action - A new lead should be sent to AccuLynx

• Publish the Zap

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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:

1. Add the Trigger

• Search for “AccuLynx” and add it as the Trigger App

• Select “List of Jobs by Milestone” as the event

• 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)

• 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.)

2. Add the Action

• Search for the secondary application and add it as the “Action” App

• Select the Event
  (Options will vary depending on the selected application.)

• 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

Test your Zap!

• Once your Zap is configured, in the AccuLynx application, change the Job Milestone to match the milestone required by your Zap Trigger
• Validate that the change in Milestone in the AccuLynx application kicks off the Trigger and a Job is created in the Application the we integrated with!

If your test is successful, go ahead and publish your Zap!