Business Operations and ERPs
Acculynx by Codex Solutions International
19 min
acculynx is a roofing contractor management software that streamlines project management, sales, and communication integrating with make com enables automation of workflows, improving efficiency and connectivity with other business tools 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 4qlnfd 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 log in to your acculynx account navigate to account settings locate the api section within account settings create a new api key, providing a descriptive name for the integration retrieve 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 4qlnfd 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}} add a job document this module lets you upload a document to a specific job, making it easy to keep all job related files organized in one place before the file is uploaded, any special characters and spaces in the file name will be automatically removed create a contact adds a new contact to your selected address book, allowing you to store and manage their information easily get current job milestone retrieve detailed information about the current milestone, including its status and key attributes get a contact retrieves detailed information about a particular contact using their unique id get a job retrieves comprehensive 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 comprehensive information about a particular user, including their profile details and other relevant data get an email address retrieves all the email addresses linked to a particular email id for a chosen contact, helping you easily access and manage their 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, allowing you to view and manage the contact information stored in your account 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, authorized api request to the service, enabling you to interact with any endpoint or perform actions not covered by the standard modules search contacts retrieves a list of contacts that meet your specified search criteria, making it easy to find and manage the contacts you need search jobs retrieves a list of jobs based on the specific parameters you provide, allowing you to easily find and review relevant job postings search users retrieves a detailed list of all users associated with a specific company, allowing you to view information about each user within that organization search a lead history retrieves a detailed record of all actions taken for a specific lead, allowing you to review the lead’s activity history watch jobs triggers whenever a new job entry is created, allowing you to automatically start workflows or actions in response to each new job added 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