Acculynx
acculynxAccuLynx is the leading, all-in-one roofing software designed to streamline every aspect of a roofing business.
Acciones disponibles (8)
Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.
Add job appointmentACCULYNX_ADD_JOB_APPOINTMENTAcciónThis endpoint allows users to schedule the initial appointment for a specific job in the acculynx system. it is used to set up the first meeting or site visit for a construction or roofing project. the endpoint requires the job id, start date and time, and end date and time for the appointment. this is crucial for initiating the project workflow and ensuring that all parties involved are aware of the scheduled time for the first interaction. the appointment details are set in the context of the company's timezone unless otherwise specified. use this endpoint when a new job has been created and the first appointment needs to be scheduled with the client or at the job site.
ACCULYNX_ADD_JOB_APPOINTMENTAcciónThis endpoint allows users to schedule the initial appointment for a specific job in the acculynx system. it is used to set up the first meeting or site visit for a construction or roofing project. the endpoint requires the job id, start date and time, and end date and time for the appointment. this is crucial for initiating the project workflow and ensuring that all parties involved are aware of the scheduled time for the first interaction. the appointment details are set in the context of the company's timezone unless otherwise specified. use this endpoint when a new job has been created and the first appointment needs to be scheduled with the client or at the job site.
Parámetros de entrada
jobIdstringObligatorioJob id
endDatestringObligatorioEnddate
startDatestringObligatorioStartdate
Parámetros de salida
dataobjectObligatorioerrorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create a contactACCULYNX_CREATE_A_CONTACTAcciónCreates a new contact in the acculynx system with detailed information for use in roofing and construction project management. this endpoint allows for the addition of comprehensive contact details including personal information, company affiliation, communication preferences, and address information. it's particularly useful for adding new customers, leads, vendors, or any other type of contact relevant to construction projects. the endpoint provides flexibility in the amount of information that can be added, with only the contact type being required. use this when you need to add a new contact to your acculynx database or update your system with new lead information. note that while many fields are optional, providing as much information as possible will enhance the usefulness of the contact record for future project management and communication purposes.
ACCULYNX_CREATE_A_CONTACTAcciónCreates a new contact in the acculynx system with detailed information for use in roofing and construction project management. this endpoint allows for the addition of comprehensive contact details including personal information, company affiliation, communication preferences, and address information. it's particularly useful for adding new customers, leads, vendors, or any other type of contact relevant to construction projects. the endpoint provides flexibility in the amount of information that can be added, with only the contact type being required. use this when you need to add a new contact to your acculynx database or update your system with new lead information. note that while many fields are optional, providing as much information as possible will enhance the usefulness of the contact record for future project management and communication purposes.
Parámetros de entrada
notestringNote
lastNamestringLastname
firstNamestringFirstname
companyNamestringCompanyname
phoneNumbersobject[]Phonenumbers
contactTypeIdsstring[]ObligatorioContacttypeids
crossReferencestringCrossreference
emailAddressesobject[]Emailaddresses
companyJobTitlestringCompanyjobtitle
billingAddress__citystringCity
mailingAddress__citystringCity
billingAddress__street1stringStreet1
billingAddress__street2stringStreet2
billingAddress__zipCodestringZipcode
mailingAddress__street1stringStreet1
mailingAddress__street2stringStreet2
mailingAddress__zipCodestringZipcode
billingAddress__state__idintegerId
mailingAddress__state__idintegerId
billingAddress__country__idintegerId
mailingAddress__country__idintegerId
billingAddressSameAsMailingAddressbooleanBillingaddresssameasmailingaddress
Parámetros de salida
dataobjectObligatorioerrorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create a jobACCULYNX_CREATE_A_JOBAcciónCreates a new job in the acculynx system with the provided details. this endpoint allows you to initialize a job with essential information such as the associated contact, location, job category, work type, priority, and trade types. it's particularly useful for setting up new projects or tasks within the acculynx platform for the roofing and construction industries. the endpoint requires at minimum a contact id and location address, with several optional fields to further customize the job entry. use this when you need to programmatically create new jobs in acculynx, such as when integrating with other systems or automating job creation processes.
ACCULYNX_CREATE_A_JOBAcciónCreates a new job in the acculynx system with the provided details. this endpoint allows you to initialize a job with essential information such as the associated contact, location, job category, work type, priority, and trade types. it's particularly useful for setting up new projects or tasks within the acculynx platform for the roofing and construction industries. the endpoint requires at minimum a contact id and location address, with several optional fields to further customize the job entry. use this when you need to programmatically create new jobs in acculynx, such as when integrating with other systems or automating job creation processes.
Parámetros de entrada
notesstringNotes
prioritystringPriority
tradeTypesobject[]Tradetypes
contact__idstringId
workType__idintegerId
leadSource__idstringId
jobCategory__idintegerId
locationAddress__citystringCity
locationAddress__statestringState
locationAddress__countrystringCountry
locationAddress__street1stringStreet1
locationAddress__street2stringStreet2
locationAddress__zipCodestringZipcode
Parámetros de salida
dataobjectObligatorioerrorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create a leadACCULYNX_CREATE_A_LEADAcciónThis endpoint creates a new lead in the acculynx system, specifically for residential roofing projects. it should be used when a new potential customer expresses interest in roofing services or when importing lead data from external sources. the endpoint captures essential contact information to initiate the lead management process. while it creates the lead, it does not assign priorities or sales representatives; these actions would need to be performed separately. the endpoint is designed for simplicity and quick lead entry, focusing on the most crucial identifying information.
ACCULYNX_CREATE_A_LEADAcciónThis endpoint creates a new lead in the acculynx system, specifically for residential roofing projects. it should be used when a new potential customer expresses interest in roofing services or when importing lead data from external sources. the endpoint captures essential contact information to initiate the lead management process. while it creates the lead, it does not assign priorities or sales representatives; these actions would need to be performed separately. the endpoint is designed for simplicity and quick lead entry, focusing on the most crucial identifying information.
Parámetros de entrada
lastNamestringLastname
firstNamestringObligatorioFirstname
emailAddressstringObligatorioEmailaddress
Parámetros de salida
dataobjectObligatorioerrorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Job appointment summaryACCULYNX_JOB_APPOINTMENT_SUMMARYAcciónRetrieves a list of appointments from the calendar associated with a specific job in acculynx. this endpoint is used to fetch scheduled events, such as site visits, inspections, or project milestones, for a particular roofing or construction job. it provides valuable information for project management and scheduling purposes. the endpoint should be used when you need to view or manage the timeline of events for a specific job. it will not provide general calendar information or appointments unrelated to the specified job id. the response likely includes details such as appointment dates, times, descriptions, and associated team members, though the exact structure is not specified in the given schema.
ACCULYNX_JOB_APPOINTMENT_SUMMARYAcciónRetrieves a list of appointments from the calendar associated with a specific job in acculynx. this endpoint is used to fetch scheduled events, such as site visits, inspections, or project milestones, for a particular roofing or construction job. it provides valuable information for project management and scheduling purposes. the endpoint should be used when you need to view or manage the timeline of events for a specific job. it will not provide general calendar information or appointments unrelated to the specified job id. the response likely includes details such as appointment dates, times, descriptions, and associated team members, though the exact structure is not specified in the given schema.
Parámetros de entrada
jobIdstringObligatorioJob id
endDatestringThe end date in yyyy-mm-dd format
startDatestringThe start date in yyyy-mm-dd format
pageStartIndexintegerThe index of the first element to return
Parámetros de salida
dataobjectObligatorioerrorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List of calendars for the locationACCULYNX_LIST_OF_CALENDARS_FOR_THE_LOCATIONAcciónRetrieves a list of calendars associated with the authenticated user or organization in acculynx. this endpoint provides access to the calendar data, which is crucial for scheduling and organizing tasks in the roofing and construction project management context. it should be used when you need to obtain an overview of all available calendars or to gather calendar ids for use in other api operations. the endpoint returns basic information about each calendar, likely including identifiers, names, and possibly associated metadata. it does not modify any calendar data and is intended for read-only operations. keep in mind that the response may be paginated for large datasets, and additional parameters might be available for filtering or sorting the results, although they are not specified in the current schema.
ACCULYNX_LIST_OF_CALENDARS_FOR_THE_LOCATIONAcciónRetrieves a list of calendars associated with the authenticated user or organization in acculynx. this endpoint provides access to the calendar data, which is crucial for scheduling and organizing tasks in the roofing and construction project management context. it should be used when you need to obtain an overview of all available calendars or to gather calendar ids for use in other api operations. the endpoint returns basic information about each calendar, likely including identifiers, names, and possibly associated metadata. it does not modify any calendar data and is intended for read-only operations. keep in mind that the response may be paginated for large datasets, and additional parameters might be available for filtering or sorting the results, although they are not specified in the current schema.
Parámetros de entrada
pageSizeintegerHow many items to return at one time (max 50)
pageStartIndexintegerThe index of the first element to return
Parámetros de salida
dataobjectObligatorioerrorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List of contact types related to the companyACCULYNX_LIST_OF_CONTACT_TYPES_RELATED_TO_THE_COMPANYAcciónRetrieves a list of all available contact types in the acculynx system. this endpoint is used to fetch the predefined categories or classifications for contacts, such as residential, repair, property management, and other job categories. it's essential for organizing and filtering contact information within the acculynx platform. the endpoint should be used when setting up new contacts, updating existing ones, or when needing to populate dropdown menus or filter options in the user interface. it does not create, modify, or delete contact types; it only provides the current list of available options. the response will likely include unique identifiers and names for each contact type, allowing for easy integration with other parts of the acculynx api or external systems.
ACCULYNX_LIST_OF_CONTACT_TYPES_RELATED_TO_THE_COMPANYAcciónRetrieves a list of all available contact types in the acculynx system. this endpoint is used to fetch the predefined categories or classifications for contacts, such as residential, repair, property management, and other job categories. it's essential for organizing and filtering contact information within the acculynx platform. the endpoint should be used when setting up new contacts, updating existing ones, or when needing to populate dropdown menus or filter options in the user interface. it does not create, modify, or delete contact types; it only provides the current list of available options. the response will likely include unique identifiers and names for each contact type, allowing for easy integration with other parts of the acculynx api or external systems.
Parámetros de entrada
pageSizeintegerHow many items to return at one time (max 50)
pageStartIndexintegerThe index of the first element to return
Parámetros de salida
dataobjectObligatorioerrorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update company representativeACCULYNX_UPDATE_COMPANY_REPRESENTATIVEAcciónThis endpoint allows you to add a company representative to a specific job within the acculynx system. it is used when you need to associate a representative with a particular project or task. the endpoint requires the job's unique identifier and the representative's id to establish the connection. this operation is useful for assigning personnel to projects, tracking responsibilities, and maintaining accurate job records. it's important to note that this endpoint only adds the association and doesn't create new representative or job entries.
ACCULYNX_UPDATE_COMPANY_REPRESENTATIVEAcciónThis endpoint allows you to add a company representative to a specific job within the acculynx system. it is used when you need to associate a representative with a particular project or task. the endpoint requires the job's unique identifier and the representative's id to establish the connection. this operation is useful for assigning personnel to projects, tracking responsibilities, and maintaining accurate job records. it's important to note that this endpoint only adds the association and doesn't create new representative or job entries.
Parámetros de entrada
idstringId
jobIdstringObligatorioJob id
Parámetros de salida
dataobjectObligatorioerrorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not