Team
Shared credential for production and unattended runs.
AccuLynx is the leading, all-in-one roofing software designed to streamline every aspect of a roofing business.
Tools and triggers
Available tools and events after Acculynx is connected.
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…
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…
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…
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…
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…
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…
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…
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…
Setup
Pick a scope, then confirm what can start a Protege and what it can do.
What can start a Protege from this app.
What a Protege can do after it starts.
Prefer team for production.
Shared credential for production and unattended runs.
Tied to one user—only when the workflow needs their account.
Team-scoped for supported chat surfaces.
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