Triggers and Actions

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]

What AccuLynx Data is accessible through Zapier?

This list of AccuLynx data is what is available to you to configure Triggers when Creating a Zap.

If you need access to additional AccuLynx data, other than what is listed here, you will need to use the Advanced API for Developers.)

• Primary Contact
  • First name
  • Last name
  • Company name
  • Phone Number 1
  • Phone Extension 1
  • Phone Type (example: home, work, mobile)
  • Phone Number 2
  • Phone Extension 2
  • Phone Type 2
  • Phone Number 3
  • Phone Extension 3
  • Phone Type 3
  • Email Address
• Job Address
  • Street
  • Street 2
  • City
  • State
  • State, County, Province, or Region of the lead/job.
  • Zip Code
  • Country
• Job Info
  • Cross Reference
  • Job Category
  • Work Type
  • Priority
  • Notes
  • Sales Person
  • Initial Appointment