Acculynx integration

Add job appointment

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. Thi…

Create a contact

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 informati…

Create a job

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 wit…

Create a lead

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 in…

Job appointment summary

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 managem…

List of calendars for the location

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 o…

List of contact types related to the company

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 informati…

Update company representative

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.…