Acculynx by Maxmel Tech

acculynx is an all in one roofing business management platform offering crm, sales, production, and financial tools integrating with make com enables automated workflows, improved data syncing, and streamlined operations for roofing companies using multiple business applications this is ai generated content based on official acculynx documentation the content may still contain errors—please verify important information if you have questions, contact acculynx support directly how to get support on acculynx acculynx is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=acculynx\&app slug=acculynx community\&app unique id=acculynx 41j0cl requirements to use the acculynx app in make, you must have an active acculynx account and have created and named an api key, create your account on acculynx app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect acculynx and {{product name}} to get started, you must first create a connection between acculynx and {{product name}} , allowing the two services to communicate you can connect using the following method bearer token bearer token instructions you need to obtain your bearer token log in to your acculynx platform using your credentials navigate to the api or developer section in your account settings locate the area for api authentication or token management generate a new bearer token or retrieve your existing bearer token copy and securely store the bearer token for future use some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=acculynx\&app slug=acculynx community\&app unique id=acculynx 41j0cl create the connection in {{product name}} log in in your make account , add the acculynx module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your acculynx or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page acculynx modules after connecting to the acculynx app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a contact adds a new contact to your chosen address book or contact list create a job creates a brand new job entry in your system, allowing you to start tracking and managing a specific task or project from scratch create a job message adds a new comment to a job, allowing you to post messages or updates directly within a specific job thread create a job message reply adds a new reply to an existing job message, allowing you to post a sub comment within a job conversation create a job payment paid creates a new job payment record and marks it as paid, helping you keep track of completed payments for your jobs create a job payment received creates a new record to log a payment received for a specific job create a lead adds a new lead to your system, allowing you to capture and manage potential customer information get job payments fetches detailed payment information related to a specific job, allowing you to view all associated payment details get a contact retrieves comprehensive information about a specific contact using their unique id get a job retrieves comprehensive information about a particular job, including its status and related details get a lead history retrieves a detailed list of past activities and interactions associated with a particular lead get an estimate fetches detailed information about a specific estimate get an invoice fetches and displays comprehensive information about a specific invoice, including its status, amount, and related details list job contacts fetches and displays the list of contacts associated with a specific job, allowing you to easily view everyone linked to that job list job estimates fetches a detailed list of all estimates associated with a specific job, helping you easily review and manage job related quotes list job invoices fetches and displays a detailed list of all invoices associated with a specific job list job milestones fetches and displays a detailed list of all milestones associated with a specific job, helping you track progress and key deliverables make an api call allows you to make a custom, authorized api request to the connected service, giving you flexibility to access endpoints or features not covered by the standard modules search contacts searches for contacts based on specific criteria you provide, helping you quickly find the exact contact information you need search estimates searches for and retrieves estimates based on your specified criteria search jobs finds jobs that match your chosen criteria, helping you quickly locate relevant job listings based on your preferences upload job photos or videos uploads a photo or video directly to a specific job, allowing you to easily attach visual files to your job records upload a job document uploads a specific document directly to a selected job, making it easy to keep all job related files organized in one place watch contacts monitors your account for any newly added contacts and triggers when a new contact is created watch jobs monitors your account for any new jobs that are created or existing jobs that are updated, so you can automatically take action when changes occur templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} acculynx resources you can have access to more resources related to this app on the following links acculynx website acculynx documentation acculynx api documentation acculynx page on make