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Choose a Trigger

Choose an Action

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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 "Archive Client" in Apotheo.

You’re connected!

Zapier seamlessly connects AccuLynx and Apotheo, 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
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Application Accepted
Triggers when an application is accepted
Trigger
Instant
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Application Moved to Pending
Triggers when application is moved to pending
Trigger
Instant
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Client Added
Triggers when a new client's account is created.
Trigger
Instant
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Client Deleted
Triggers when a client is deleted.
Trigger
Instant
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Client Paused
Triggers when client's subscription is paused
Trigger
Instant
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Client Restored
Triggers when client is restored from archived.
Trigger
Instant
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Service Changed
Triggers when client's service has changed.
Trigger
Instant
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Signup Submitted
Triggers when client submits their signup form.
Trigger
Instant
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Client Subscription Cancelled
Triggers when client subscription is cancelled
Trigger
Instant
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- First Name
  Required
- Last Name
- Email
  Required
- Client Type
  Required
- Client Fee Type
  Required
- Signup Wizard
  Required
- Coach
  Required
- Paid Until Date
- Stripe Customer ID
Action
Write
- Client Email
  Required
Action
Write
- Client Email
  Required
- Message
  Required
Action
Write
- Client Email
  Required
Action
Search

- 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
Application Received
Triggers when an application form is received.
Trigger
Instant
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Application Rejected
Triggers when application is rejected
Trigger
Instant
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Client Archived
Triggers when client's account is archived.
Trigger
Instant
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Client Assigned Start Date
Triggers when client is assigned their start date.
Trigger
Instant
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Client Pricing Changed
Triggers when client's pricing is changed.
Trigger
Instant
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Client Resumed
Triggers when client's subscription is resumed
Trigger
Instant
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Check-In Submitted
Triggers when a client submits their check-in.
Trigger
Instant
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First Payment
Triggers when a client submits their first payment.
Trigger
Instant
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- Client Email
  Required
Action
Write
- Client Email
  Required
- Pause until
Action
Write
- Client Email
  Required
Action
Write
- Client Email
  Required
- Paid Until
  Required
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 Apotheo 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 Apotheo 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.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

About Apotheo

Apotheo is a client management tool for evidence based nutrition coaches.

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