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Start with a template that brings AccuLynx and Toolsey together. Build enterprise-grade automation in minutes.
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How Zapier works
Zapier makes it easy to integrate AccuLynx with Toolsey - no code necessary. See how you can get setup in minutes.
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 "New Lead" in Toolsey.
You’re connected!
Zapier seamlessly connects AccuLynx and Toolsey, 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 MilestonesRequired
Try ItTriggerPolling- Lead Added
Triggers when a lead is created.
Try ItTriggerInstant - Lead Updated
Triggers when lead updated on the site.
Try ItTriggerInstant - Lead IDRequired
ActionWrite
- First nameRequired
- 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
ActionWrite- Lead Removed
Triggers when lead removed on the site.
Try ItTriggerInstant - First Name
- Last Name
- Full Name
- Email
- Primary Phone
- Address
- Alternative Address
- City
- State/Province
- Postal Code
- Comments
- Appointment Date
- Adjuster Date
- Appointment Time
ActionWrite
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