AccuLynx (via Zapier)
Zapier Plan Required
Get our Zapier template to connect AccuLynx and SumoQuote here.
Using this AccuLynx Zapier template will require a Zapier plan at the Starter level or above.
Using Zapier, you can automatically push projects that have reached a certain milestone in AccuLynx into SumoQuote, speeding up your process by skipping the double-entry.
Video Setup Guide
Creating a SumoQuote API Key
- In SumoQuote go to Configuration > Account Settings
- At the bottom-left of the screen, click API.
- Create a new API key by clicking Add Key.
- Give the API key any name, such as AccuLynx Zap
- Copy the API key you created for use in Zapier.
Setting up the Zap
- Log in to Zapier with an account at the Starter level or above.
- Get our AccuLynx Zapier template here and click Try this Zap
- Log in to your AccuLynx account and click next.
- Select which of milestones you'd like to use as a trigger to push projects into SumoQuote. We recommend you use the Prospect milestone. Click next to proceed.
- Under Method leave the default POST selected and click next to proceed.
- Under "Select the fields you want to edit in Webhooks by Zapier" leave the defaults settings unchanged. Click next to proceed.
- Under "Map fields from AccuLynx into Webhooks by Zapier" paste the SumoQuote API key you copied earlier into the field to the right of "sq-api-key". The other values on this screen should be left unchanged. Click next to proceed.
- Under "Let's test out this Zap" click Send test. Click next to proceed.
- Under "Review and turn on your Zap" click Turn on Zap
You're Done!
Zapier is now set up to automatically push projects that reach a designated Milestone from AccuLynx into SumoQuote.
Check Your Work
Here are the correct fields and how they should appear in Zapier. Be sure that this Webhook URL is being used: https://api.sumoquote.com/v1/Project/ingest
Grandfathered Light Plan
The AccuLynx Zapier template requires the use of SumoQuote's API. To access this functionality a heavy plan is required.
Updated 6 months ago