Acculynx by Maxmel Tech

acculynx is an all in one management and crm platform tailored for roofing contractors, streamlining sales, production, finance, and operations integrating with make com enables automated workflows, boosting efficiency and connectivity with other business tools for roofing professionals 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 https //acculynx com 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, https //acculynx com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/acculynx community/ 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 api key api key instructions you need to generate an api key from your acculynx account ensure you are logged in to your acculynx account navigate to account settings within your acculynx platform locate the api section where api keys can be managed create a new api key, providing a descriptive name to identify the integration copy and securely store the generated api key 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 brand new contact to your account, allowing you to store and manage their details easily create a job creates a new job entry, allowing you to add a fresh job listing or position to your system create a job message adds a new comment to a job, allowing you to post updates or messages related to that specific job 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 track potential customer information get job payments fetches detailed payment information associated with a specific job, helping you access all relevant transaction details for that job 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 all the details for a specific invoice, allowing you to view comprehensive information about that particular invoice list job contacts fetches and displays the list of contacts associated with a specific job, making it easy to 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 potential costs or quotes for that job 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 stages within that job make an api call allows you to make a custom, authorized api request to the service, enabling you to interact with features or endpoints not covered by the standard modules search contacts finds and retrieves contact information based on your search criteria search estimates finds and retrieves estimates that match your specified search criteria search jobs allows you to find job listings that match your chosen criteria, helping you quickly locate relevant job opportunities upload job photos or videos this module lets you easily upload a photo or video directly to a specific job, helping you keep all related media organized and accessible within that job upload a job document uploads a specific document directly to a selected job, making it easy to keep all related files organized and accessible within that job 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 stay informed about changes as they happen templates you can look for more templates in https //www make com/en/templates , 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 https //acculynx com https //apidocs acculynx com/docs/getting started https //apidocs acculynx com/reference https //www make com/en/integrations/acculynx community