Acculynx by Codex Solutions International

acculynx is an all in one roofing management and crm platform for contractors, offering sales, production, financial, and field operations tools integrating with make com enables automated workflows and seamless data exchange between acculynx and other 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 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 4qlnfd 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 api key api key instructions you need to generate an api key from your acculynx account log in to your acculynx account navigate to account settings locate the api section create a new api key, providing a descriptive name for the integration copy 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 4qlnfd 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}} add a job document this module lets you upload a document to a specific job, creating a new job document before the file is uploaded, any special characters and spaces in the file name are automatically removed to ensure compatibility create a contact adds a brand new contact to your account, allowing you to store and manage their details easily get current job milestone retrieve detailed information about the current milestone, including its status and key details get a contact retrieves detailed information about a particular contact using their unique id get a job retrieves detailed information about a particular job using its unique id get a phone number retrieves the phone number linked to a particular phoneid for a chosen contact get a user retrieves detailed information about a particular user, such as their profile data and account specifics get an email address retrieves the email addresses linked to a particular email id for a chosen contact, helping you easily access and manage their associated email information list contact types retrieves a detailed list of all contact types associated with the specified company list contacts retrieves a detailed list of all your contacts, including their information list email addresses retrieves all the email addresses associated with a particular contact using their unique id list phone numbers retrieves all phone numbers associated with a particular contact, using the contact's unique id make an api call allows you to make a custom api request to the service, using your authorized connection this lets you access features or endpoints that may not be available in the standard modules search contacts retrieves a detailed list of contacts that match the specific search criteria you provide search jobs retrieves a list of jobs based on the specific parameters you provide, helping you easily find the job records that match your criteria search users retrieves a detailed list of all users associated with your company account search a lead history retrieves a detailed record of all actions and activities that have been performed for a specific lead watch jobs triggers whenever a new job entry is created, allowing you to automatically start workflows in response to newly added jobs 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