Acculynx

acculynx is a comprehensive roofing contractor management and crm platform offering tools for sales, production, finance, and operations integrating with make com enables automated workflows, streamlining project management, lead handling, and reporting for roofing businesses 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 start by installing the app from the make integration page click the install button and 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 keys api keys instructions you need to create and name an api key from your acculynx account ensure you have an active acculynx account log in to your acculynx account navigate to the section where you can manage api keys create a new api key and assign a name to it 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 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 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 platform, allowing you to store and manage their details for future communication create a job creates a new job entry, allowing you to add a fresh job record to your system create a job message adds a new comment to a job, allowing you to post messages or updates directly within the job’s conversation 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 track potential customers or clients get job payments fetches detailed payment information related to a specific job, allowing you to view all associated transaction 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 other related details list job contacts fetches and displays the list of contacts associated with a specific job, allowing you to view all relevant contact details linked to that job list job estimates fetches and displays a detailed list of all estimates associated with a specific job, helping you review and manage your job estimates easily list job invoices fetches a detailed list of all invoices associated with a specific job, allowing you to view and manage billing information for that job list job milestones fetches and displays a detailed list of all milestones associated with a specific job, helping you track progress and key achievements make an api call allows you to make a custom, authorized api request to the service, enabling you to access features or data not covered by the standard modules search contacts finds and retrieves contacts that match your specified 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, such as keywords, location, or job type upload job photos or videos allows you to upload a photo or video directly to a specific job, making it easy to attach visual updates or documentation to your job records upload a job document uploads a document directly to a specific job, allowing you to easily attach important files or paperwork to that job record watch contacts monitors your account for newly added contacts and triggers when a new contact is detected watch jobs monitors your account for new jobs or any updates to existing jobs, so you can stay informed whenever 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