Acculynx

acculynx is a roofing business management software that streamlines project management, sales, and operations integrating acculynx with make com allows users to automate workflows, connect with other business tools, and enhance productivity by reducing manual data entry and improving process efficiency acculynx is published by community users and is developed, supported and maintained by community make does not maintain the application to get support on acculynx, reach out to the developer https //f make com/r/w4eaar?app name=acculynx\&app slug=acculynx community requirements to use the acculynx api, you need an active acculynx account with api access enabled app installation start by installing the app from the integration page here 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 methods api key api key instructions you need to obtain your api key from your acculynx account settings log in to your acculynx account using your credentials navigate to the api section within your account settings locate the field labeled api key copy the api key value provided when making api requests, include the api key in the request header with the name x api key acculynx modules after connecting to the acculynx app, you can choose from a list of available modules to build your {{scenario plural lowercase}} actions modules create a contact adds a new contact to your account, allowing you to store and manage their details for future use create a job adds a new job record to your acculynx account, allowing you to track and manage project details from start to finish create a job message creates a new comment on a job, allowing you to add important updates or messages directly to the job record create a job message reply creates a new reply to an existing job message, allowing you to add follow up comments or continue conversations within a job thread create a job payment paid creates a new payment record for a job, marking it as paid create a job payment received creates a new record for a payment received on a specific job, helping you keep track of incoming payments for your projects create a lead adds a new lead to your acculynx account, helping you track potential customers or sales opportunities get a contact retrieves detailed information about a specific contact using their unique id, so you can view all the important details for that contact get a job retrieves detailed information about a particular job, including all its key attributes and current status get an estimate this module lets you quickly pull up detailed information about a specific estimate from your acculynx account get an invoice this module lets you fetch all the details for a specific invoice, so you can easily review its information whenever you need get job payments this module lets you pull detailed payment information related to a specific job, so you can easily review all transactions and payment records associated with that job upload a job document this module lets you easily upload a document directly to a specific job, helping you keep all your important files organized and accessible within the job record upload job photos or videos this module lets you easily upload a photo or video directly to a specific job, helping you keep all your project files organized in one place searches modules get a lead history retrieves a detailed list of history items for a selected lead, helping you track all updates and activities related to that lead list job contacts this module lets you easily pull up all the contacts linked to a specific job, so you can quickly see everyone involved with that project list job estimates this module fetches a detailed list of all estimates that have been created for a specific job, helping you review and manage your job’s cost projections with ease list job invoices this module lets you pull up a detailed list of all invoices associated with a specific job, making it easy to track billing and payment information for your projects list job milestones this module fetches a detailed list of all milestones associated with a specific job, helping you track the progress and key stages of your project search contacts looks up contacts in your acculynx account based on the search criteria you provide search estimates finds and retrieves estimates based on your search criteria search jobs finds jobs that match your chosen filters, making it easy to locate specific projects based on your search criteria triggers modules watch contacts monitors your account for any newly added contacts and lets you know as soon as a new contact is created watch jobs monitors your account for any new jobs that are created or for updates made to existing jobs, so you can stay up to date with the latest changes universals modules make an api call lets you make a custom api request to acculynx using your authorized account, so you can interact with any supported endpoint and access or update data as needed 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 explore how make can help you join the academy learn make at your own pace with hands on courses that build practical skills learn the basics get to know make, how automation works, and the meaning of apis get the support from make comunity connect with other makers, get community tips and tricks reach out to customer care log in to your account and reach out to our agents explore developer resources get to know make api, custom apps and our mcp server 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