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    Acculynx

    acculynx

    AccuLynx is the leading, all-in-one roofing software designed to streamline every aspect of a roofing business.

    CRMWeb del proveedor
    Acciones
    8
    Triggers
    0
    Autenticación
    —
    OAuth gestionado
    No
    Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

    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_APPOINTMENTAcción

    This 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

    • jobIdstringObligatorio

      Job id

    • endDatestringObligatorio

      Enddate

    • startDatestringObligatorio

      Startdate

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Create a contactACCULYNX_CREATE_A_CONTACTAcción

    Creates 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

    • notestring

      Note

    • lastNamestring

      Lastname

    • firstNamestring

      Firstname

    • companyNamestring

      Companyname

    • phoneNumbersobject[]

      Phonenumbers

    • contactTypeIdsstring[]Obligatorio

      Contacttypeids

    • crossReferencestring

      Crossreference

    • emailAddressesobject[]

      Emailaddresses

    • companyJobTitlestring

      Companyjobtitle

    • billingAddress__citystring

      City

    • mailingAddress__citystring

      City

    • billingAddress__street1string

      Street1

    • billingAddress__street2string

      Street2

    • billingAddress__zipCodestring

      Zipcode

    • mailingAddress__street1string

      Street1

    • mailingAddress__street2string

      Street2

    • mailingAddress__zipCodestring

      Zipcode

    • billingAddress__state__idinteger

      Id

    • mailingAddress__state__idinteger

      Id

    • billingAddress__country__idinteger

      Id

    • mailingAddress__country__idinteger

      Id

    • billingAddressSameAsMailingAddressboolean

      Billingaddresssameasmailingaddress

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Create a jobACCULYNX_CREATE_A_JOBAcción

    Creates 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

    • notesstring

      Notes

    • prioritystring

      Priority

    • tradeTypesobject[]

      Tradetypes

    • contact__idstring

      Id

    • workType__idinteger

      Id

    • leadSource__idstring

      Id

    • jobCategory__idinteger

      Id

    • locationAddress__citystring

      City

    • locationAddress__statestring

      State

    • locationAddress__countrystring

      Country

    • locationAddress__street1string

      Street1

    • locationAddress__street2string

      Street2

    • locationAddress__zipCodestring

      Zipcode

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Create a leadACCULYNX_CREATE_A_LEADAcción

    This 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

    • lastNamestring

      Lastname

    • firstNamestringObligatorio

      Firstname

    • emailAddressstringObligatorio

      Emailaddress

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Job appointment summaryACCULYNX_JOB_APPOINTMENT_SUMMARYAcción

    Retrieves 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

    • jobIdstringObligatorio

      Job id

    • endDatestring

      The end date in yyyy-mm-dd format

    • startDatestring

      The start date in yyyy-mm-dd format

    • pageStartIndexinteger

      The index of the first element to return

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    List of calendars for the locationACCULYNX_LIST_OF_CALENDARS_FOR_THE_LOCATIONAcción

    Retrieves 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

    • pageSizeinteger

      How many items to return at one time (max 50)

    • pageStartIndexinteger

      The index of the first element to return

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    List of contact types related to the companyACCULYNX_LIST_OF_CONTACT_TYPES_RELATED_TO_THE_COMPANYAcción

    Retrieves 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

    • pageSizeinteger

      How many items to return at one time (max 50)

    • pageStartIndexinteger

      The index of the first element to return

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Update company representativeACCULYNX_UPDATE_COMPANY_REPRESENTATIVEAcción

    This 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

    • idstring

      Id

    • jobIdstringObligatorio

      Job id

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not