Connect AccuLynx and DNSFilter

Both apps 64AccuLynx 31DNSFilter 33

• Trigger
  List of Jobs by Milestone

  Triggers when a job enters one of the chosen workflow milestones (for example Lead, Prospect or Approved), newest milestone change first.

• Action
  Add contact note

  Adds a text note to an AccuLynx contact.

• Action
  Add job document

  Uploads a document file to an AccuLynx job and saves it in the chosen document folder.

• Action
  Add job external reference

  Creates an external reference linking an AccuLynx job to a project in another system.

• Action
  Add job message

  Posts a comment to a job's message feed in AccuLynx, visible in the job's Messages section.

• Action
  Add job photo or video

  Uploads a single photo or video to an AccuLynx job, with an optional description and tags.

• Action
  Add received payment

  Records a payment received on an AccuLynx job, such as a customer deposit or check, and returns the new payment.

• Action
  Create Contact

  Creates a new contact in AccuLynx with its name, company, phone numbers, email addresses, and mailing and billing addresses.

• Action
  Create Job

  Creates a new job in AccuLynx for an existing contact. The job starts in the Lead milestone with no assigned representative.

• Action
  Find Job

  Returns the AccuLynx jobs that contain a search term (such as a name, address or job number) and/or lie near a map location.

• Action
  Find Job Category

  Returns the active AccuLynx job category whose name matches the name you give, or nothing when no category has that name.

• Action
  Find Lead Source

  Finds an active lead source (or child lead source) in your AccuLynx company by its name.

• Action
  Find Trade-Types

  Finds an active trade type in your AccuLynx company settings by its name and returns its id.

• Action
  Find Work-Types

  Finds an active AccuLynx work type (for example Insurance or Retail) by its name and returns its id.

• Action
  Get Contact

  Returns the details of one AccuLynx contact by its ID, including name, company, mailing and billing addresses, and its phone numbers and email addresses.

• Action
  Get Contact Custom Fields

  Returns every custom field value recorded on an AccuLynx contact, with each field's label, type and values.

• Action
  Get estimate

  Returns one AccuLynx estimate by its id, including its title, number, primary flag, financial totals, linked job and section references.

• Action
  Get Job

  Returns the details of one AccuLynx job, including its location address, contacts, trade types, category, work type, lead source, current milestone and priority.

• Action
  Get Job Custom Fields

  Returns the custom field values recorded on a job, with each field's label, type, values and when it was last modified.

• Action
  Get job financials

  Returns the financial summary for a job: approved job value, balance due, worksheet section totals, and links to (or full details of) the worksheet and amendments.

• Action
  List contacts

  Returns the contacts in your AccuLynx account, with their names, company, mailing and billing addresses, and links to their phone numbers and email addresses.

• Action
  List estimates

  Returns all estimates for the current AccuLynx location, with the job each one belongs to.

• Action
  List jobs

  Returns the jobs in your AccuLynx account, optionally filtered by date range, milestone and assignment, and sorted by created, milestone or modified date.

• Action
  List users

  Returns the users in your AccuLynx company, optionally filtered by status (active, inactive, archived or deleted).

• Action
  Search Contact

  Returns the contacts whose first name, last name or company name matches a search term, created within a date range and optionally limited to certain contact types.

• Action
  Set Initial Appointment

  Adds or updates the initial appointment on an AccuLynx job, including its start and end times and notes.

• Action
  Update Contact Custom Field

  Sets the value of one custom field on an AccuLynx contact.

• Action
  Update job address

  Updates the location address of an existing AccuLynx job. Only the address parts you fill in are sent.

• Action
  Update Job Custom Field

  Sets the value of one custom field on an AccuLynx job.

• Action
  Update job lead source

  Changes the lead source recorded on an AccuLynx job.

• Action
  Update job priority

  Sets the priority (Urgent, High or Normal) of an existing AccuLynx job.

• Trigger
  Blocked Page Form Submitted

  Triggers when a user submits the form on the blocked page.

• Trigger
  Blocked Page Visited

  Triggered when someone in your DNSFilter account hits a blocked page.

• Trigger
  Invoice Available

  Triggered when a new DNSFilter invoice becomes available.

• Trigger
  Policy Changed

  Triggered when a DNSFilter policy is created or changed.

• Action
  Add IP address

  Adds an IP address to a DNSFilter site (network) so DNS traffic from that address is filtered under the site's policy.

• Action
  Add organization user

  Adds a new or existing user, by email, to a DNSFilter organization with the chosen role.

• Action
  Add policy

  Creates a new DNS filtering policy in a DNSFilter organization, with its allow/block lists, blocked categories and safe-search settings.

• Action
  Add scheduled report

  Creates a scheduled report that emails DNSFilter traffic and threat summaries for an organization on a recurring schedule.

• Action
  Add to Allow List

  Adds a single domain to a DNSFilter policy's allow list, with a note explaining why.

• Action
  Add to Block List

  Adds a single domain to a DNSFilter policy's block list, with a note explaining why.

• Action
  Allow Category in a Policy

  Allows a content category in a DNSFilter policy by taking it off that policy's blocked-category list.

• Action
  Assign Policy to a Roaming Client

  Assigns a DNSFilter policy to a roaming client, so that device filters against that policy.

• Action
  Assign Policy to a Site

  Assigns a DNSFilter policy to a site, so traffic from that site filters against that policy.

• Action
  Block Category in a Policy

  Blocks a content category in a DNSFilter policy by adding it to that policy's blocked-category list.

• Action
  Create Organization

  Creates a new organization under an MSP in DNSFilter.

• Action
  Create Site

  Creates a new site (network) in DNSFilter, optionally on a chosen policy and block page.

• Action
  Delete IP address

  Removes an IP address from your DNSFilter account.

• Action
  Delete organization user

  Removes a user from a DNSFilter organization. The user's account itself is not deleted.

• Action
  Delete policy

  Deletes a policy from your DNSFilter account.

• Action
  Delete site

  Deletes a site (network) from DNSFilter. A site with active roaming clients or LAN proxies cannot be deleted.

• Action
  Find domain by FQDN

  Returns the domain DNSFilter has on record for a fully qualified domain name, including its host, name and associated categories and applications.

• Action
  Get organization

  Returns the details of one DNSFilter organization by its ID, including its name, billing contact, feature flags and associated networks. An error occurs if the organization is not found.

• Action
  Get policy

  Returns a DNSFilter policy by ID, including its allow and block lists, blocked categories and safe search settings. An error occurs if the policy is not found.

• Action
  Get site

  Returns a DNSFilter site (network) by its ID, including its name, address, block page settings and linked policies.

• Action
  List categories

  Returns every DNSFilter content category, including internal categories, with each category's name, description and whether it is a security threat.

• Action
  List IP addresses

  Returns the IP addresses associated with your DNSFilter account, optionally narrowed by a search term.

• Action
  List organizations

  Returns all organizations your DNSFilter account can access, optionally filtered by name, type or MSP.

• Action
  List organization users

  Returns the users of a DNSFilter organization, with their contact details, role and organization access.

• Action
  List policies

  Returns every DNS filtering policy your DNSFilter account can access, with each policy's allow list, block list and settings.

• Action
  List sites

  Returns the sites (networks) in your DNSFilter account, optionally filtered by a search term or by whether a policy is assigned.

• Action
  Update organization

  Updates an organization's name, billing contact, address, plan and privacy settings, and returns the updated organization.

• Action
  Update policy

  Updates a DNSFilter policy's name, safe-search settings, allow/block lists, blocked categories, countries and applications.

• Action
  Update site

  Updates a site's name, organization, policies, block page, address, IP addresses and local DNS settings, and returns the updated site.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.