Connect AccuLynx and RepCard to unlock the power of automation

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Choose a Trigger

Choose an Action

Set up your first integration

Quickly connect AccuLynx to RepCard with a Zapier template.

Our most popular template

Create new AccuLynx leads from new RepCard contacts
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RepCard + AccuLynx
Create leads in AccuLynx when statuses change in RepCard
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RepCard + AccuLynx
Create new AccuLynx leads from newly set RepCard appointments
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RepCard + AccuLynx

Create new AccuLynx leads from new RepCard contacts

Details

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RepCard + AccuLynx

Create leads in AccuLynx when statuses change in RepCard

Details

Try it

RepCard + AccuLynx

Create new AccuLynx leads from newly set RepCard appointments

Details

Try it

RepCard + AccuLynx

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Zapier makes it easy to integrate AccuLynx with RepCard - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "List of Jobs by Milestone" from AccuLynx.

Add your action

An action happens after the trigger—such as "Add Event Ticket" in RepCard.

You’re connected!

Zapier seamlessly connects AccuLynx and RepCard, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Standard Milestones
  Required
Trigger
Polling
Try It
- Trigger when any appointment is changed to the status(s) below:
  Required
Trigger
Instant
Try It
New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Trigger
Instant
Try It
- Trigger when any contact is changed to the status(s) below:
Trigger
Instant
Try It
- Trigger when any user registered to the Event below
  Required
- First Name
- Last Name
- Ticket Number
  Required
- Email
- Phone Number
- Company Name
- Ticket Type
  Required
Action
Write

- Appointment Title
- First name
  Required
- Last name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- Calendar
  Required
- Setter
  Required
- Closer
- Appointment Start Time
  Required
- Appointment End Time
  Required
Action
Write
- Trigger when any user registered to the Event below
  Required
- Ticket Type
  Required
- First name
  Required
- Last name
- Email
- Phone Country Code
- Phone Number
- Job Title
  Required
- Company name
Action
Write

- Send To Existing Contact
  Required
- Send Via SMS
  Required
- Send Via Email
  Required
- Who's RepCard do you want to send?
  Required
- Type
  Required
- First name
  Required
- Last name
- Phone Country Code
- Phone Number
- Email
- Initial Message
  Required
- Choose Contact
- Include Social Media Links
  Required
- Choose text campaign
Action
Write

- First name
  Required
- Last name
- Company name
- Phone Number 1
- Phone Extension 1
- Phone Type 1
- Phone Number 2
- Phone Extension 2
- Phone Type 2
- Phone Number 3
- Phone Extention 3
- Phone Type 3
- Email Address
- Cross Reference
- Job Category
- Work Type
- Street
- Street 2
- City
- State
- Zip Code
- Country
- Priority
- Notes
- Sales Person
- Initial Appointment
- Trade Types
Action
Write
Appointment Set
Triggers when a new Appointment is created for any contact.
Trigger
Instant
Try It
- Trigger when any user registered to the Event below
  Required
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Instant
Try It
- Stat
  Required
- Date Time
  Required
- Owner Type
  Required
- Stat Owner
  Required
- Stat UID
  Required
- Stat Value
  Required
Action
Write
- First name
  Required
- Last name
- Type
  Required
- Contact Owner
  Required
- Email
- Phone Country Code
- Phone Number
- Status
  Required
- Company name
- Appointment Title
- Address
- State
- City
- Zip Code
- Latitude
- Longitude
- Notes
Action
Write
- First name
  Required
- Last name
- User Email
  Required
- Phone Country Code
- Phone Number
- Role
  Required
- Job Title
  Required
- office Id
- Team
Action
Write
- Contact
  Required
- First name
  Required
- Last name
- Type
  Required
- Email
- Phone Country Code
- Phone Number
- Company name
- Appointment Title
- Status
  Required
- Notes
- Address
- State
- City
- Zip Code
Action
Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect AccuLynx and RepCard to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your AccuLynx to RepCard integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM

Connect AccuLynx and RepCard to unlock the power of automation

Set up your first integration

Create new AccuLynx leads from new RepCard contacts

Create leads in AccuLynx when statuses change in RepCard

Create new AccuLynx leads from newly set RepCard appointments

Create new AccuLynx leads from new RepCard contacts

Create leads in AccuLynx when statuses change in RepCard

Create new AccuLynx leads from newly set RepCard appointments

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect AccuLynx and RepCard to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect AccuLynx to RepCard on the world's largest no-code automation platform