AccuLynx For Workflows
Simplifies roofing project management.
streamlines construction workflows with a comprehensive project manment solution, enhancing efficiency and precision from estimate to project completion.Maximize your automation capabilities while minimizing costs. This app integrates seamlessly into your CRM and replaces expensive platforms like Zapier and Make. Enjoy unlimited actions and trigger traffic — all in one place.age
CRM auto-sync
No-limit workflows
Unified project tools
Round-the-clock help
Detailed Information
Actions
Get Company Representative
Use this action to retrieve details of a company representative in AccuLynx by providing the company ID or relevant search criteria.
Create Job Initial Appointment
Use this action to schedule an initial appointment for a job in AccuLynx.
Update Company Representative
Use this action to update the details of a company representative in AccuLynx.
Get Job Initial Appointment
Use this action to retrieve details of an initial appointment for a specific job in AccuLynx.
Get Job Payments
Use this action to retrieve payment details for a specific job in AccuLynx.
Reply Message
Use this action to reply to an existing message within AccuLynx, ensuring continuous and efficient communication.
Detailed Information
Triggers
Contact Created
Triggers a workflow action in Mux when an event occurs in AccuLynx.
Job Created
Triggers when a new video processing job is created in Mux.
User Created
Triggers when a new user account is created within a connected platform integrated with Mux.
Job Updated
Triggers when a video processing job is updated in Mux.
Detailed Information
Use Cases
Auto Follow-Up
Send emails or tasks when a lead updates in AccuLynx
Live Project Sync
Push updates to crews, sheets, or apps instantly
Field Task Creation
Auto-create tasks for field teams from job updates
Material Order Flow
Trigger orders from CRM checklists or milestones
AccuLynx For Workflows
Why Choose AccuLynx for Workflows?
Full Workflow Automation:
Automate construction tasks from estimate to final invoice with seamless CRM integration.Unlimited Triggers & Actions:
Replace Zapier and Make with cost-effective, limitless automation power.24/7 Support & Training:
Access live help and step-by-step videos to set up and scale with confidence.
Apps Installation and Integration
Custom Actions
Get Company Represe
Create Job Initial Appo
Update Company Repr
Get Company Represe
Create Job Initial Appo
Update Company Repr
Get Job Initial Appoint
Get Job Payments
Reply Message
Get Payments Overvie
Get A/R Owner
Create Payment Paid
Get Current Job Milest
Get Job Adjuster Infor
Update A/R Owner
Create Payment Recei
Get Job Milestone Stat
List Milestones
List Job Contacts
Get Email Address
Delete A/R Owner
Get Milestones
Get Phone Number
Get Job Contact
Create Message
Get Invoice
Get Job Contract Work
Get Sales Owner
Get Financials
Get Job Estimates
Update Sales Owner
Get Job
Get Job Invoices
Delete Sales Owner
Get Job Financials
List Job Representativ
Get Job Insurance Info
Create Contact
Get Financials Worksh
Get Job Change Histor
Get Financial Amendm
Get Job
Get Contact
Create Lead
Get Company Settings
Create Job Search
Get User
Get Country
Get State
Get Company Settings
Get Company Account
Get Company Lead
Get Company Child Le
Custom Triggers
Contact Created
Job Created
User Created
Job Updated
Contact Updated
User Update
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