Obtain your API credentials from AccuLynx and configure OAuth or API key access in Zapier App Connector to securely authorize requests.
In Zapier, create a authenticated connection for the AccuLynx API by supplying client credentials and granting access scopes for contracts and documents.
This guide highlights the endpoints used to manage contracts, documents, and related records between AccuLynx and Zapier App Connector. Enable only the endpoints you need for your workflow.
Trigger when a new contract is created in AccuLynx to start a Zapier workflow, such as sending a document package or updating a CRM record.
Actions can include creating tasks, attaching documents, or updating related records in connected apps.
API Path: /contracts
Required: contract_id, client_id, project_id
Trigger on status change in AccuLynx to reflect progress in your CRM or project management tool.
Actions: update CRM field, create or close tasks, notify team
API Path: /contracts/{contract_id}/status
Fields: contract_id, status, updated_at
Trigger on document upload or update in AccuLynx
Actions: save to cloud storage, notify stakeholders, attach to records
API Path: /documents
Fields: document_id, file_name, doc_type
Automate workflows without writing a line of code
Speed up data synchronization across tools
Create reusable, auditable workflows with Zap templates
Understand the core elements and processes that power a smooth GHL to APPNAME integration, including endpoints, triggers, actions, and authentication.
The GHL API exposes endpoints to access and manipulate data in GHL programmatically, enabling automation and integrations.
A specific URL in the API that performs a defined action when called with the proper method and parameters.
An event in GHL that starts an automated workflow in Zapier App Connector.
Methods to verify identity and grant access, typically API keys or OAuth tokens.
Set up a Zap to route new contracts to the appropriate team for review and approval, with automated notifications.
On contract completion, auto-create a client delivery package and share via email or portal.
When a form is submitted, create a new AccuLynx project and start downstream tasks.
Generate an API key or OAuth client in AccuLynx and note the credentials.
Enter credentials in Zapier and run a test to confirm access.
Define triggers and actions in Zapier that align with your business process.
You will need an active AccuLynx account and a valid API key or OAuth client from AccuLynx. In Zapier, create a connection that uses those credentials. This connection governs which data is accessed and what actions can be performed.
No coding is required for many workflows. The Zapier App Connector provides a no code canvas to map triggers to actions. For advanced scenarios, you can use filters and paths without writing code.
End point names vary by version, but generally you will use contracts for contract data and documents for file management. Test each endpoint in a safe environment before production.
Authentication typically uses API keys or OAuth. Never share credentials. Use securely stored credentials and rotate them periodically.
Yes, most integrations support a test connection that validates credentials and simulates data flow before you go live.
Common errors include invalid credentials, insufficient permissions, rate limits, and missing required fields. The logs will help diagnose issues.
Zapier provides task history and app event logs. AccuLynx activity can be traced via API request logs in your account.
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Complete Operations Catalog - 126 Actions & Triggers
