8 available actions

What your AI agent can do in Acculynx

AccuLynx is the leading, all-in-one roofing software designed to streamline every aspect of a roofing business. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

List of calendars for the locationRetrieves a list of calendars associated with the authenticated user or organization in AccuLynx.
List of contact types related to the companyRetrieves a list of all available contact types in the AccuLynx system.
Add job appointmentThis endpoint allows users to schedule the initial appointment for a specific job in the AccuLynx system.
Create a contactCreates a new contact in the AccuLynx system with detailed information for use in roofing and construction project management.
Update company representativeThis endpoint allows you to add a company representative to a specific job within the AccuLynx system.
Job appointment summaryRetrieves a list of appointments from the calendar associated with a specific job in AccuLynx.

Browse all 8 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 2 actionsHide actions

List of calendars for the locationRetrieves a list of calendars associated with the authenticated user or organization in AccuLynx.
List of contact types related to the companyRetrieves a list of all available contact types in the AccuLynx system.

Create & communicateCreate records or send supported messagesView 4 actionsHide actions

Add job appointmentThis endpoint allows users to schedule the initial appointment for a specific job in the AccuLynx system.
Create a contactCreates a new contact in the AccuLynx system with detailed information for use in roofing and construction project management.
Create a jobCreates a new job in the AccuLynx system with the provided details.
Create a leadThis endpoint creates a new lead in the AccuLynx system, specifically for residential roofing projects.

Update & manageChange and manage existing recordsView 1 actionHide actions

Update company representativeThis endpoint allows you to add a company representative to a specific job within the AccuLynx system.

Other actionsSpecialist and administrative actions.View 1 actionHide actions

Job appointment summaryRetrieves a list of appointments from the calendar associated with a specific job in AccuLynx.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect Acculynx

How does the agent connect to Acculynx?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in Acculynx?

The page above lists the 8 actions currently available through the Acculynx connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Acculynx included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until Acculynx is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Acculynx to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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