Add Acculynx to your AI agent
AccuLynx is the leading, all-in-one roofing software designed to streamline every aspect of a roofing business.
- Things your agent can do in Acculynx
- 8
Things your AI can do in Acculynx
Your FormWise AI can handle any of these in Acculynx — on its own, without you needing to click a button.
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. 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.
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 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.
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 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.
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 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.
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 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.
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 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.
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 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.
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. 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.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Acculynx is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Acculynx, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Acculynx for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Acculynx work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Acculynx to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Acculynx in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Acculynx.
- 3
Hit "Connect"
Click "Connect Acculynx" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Acculynx
Build a quick AI Agent (it's like writing instructions, not code), and pick the Acculynx actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Acculynx for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Acculynx workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Acculynx users had before signing up
Do I need to know how to code?
Not even a little. If you can use Acculynx today, you can set this up. You'll connect Acculynx, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Acculynx login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Acculynx or delete everything any time.
What happens when Acculynx updates their app?
We handle it. When Acculynx adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Acculynx takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Acculynx — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Acculynx on FormWise
AccuLynx is the leading, all-in-one roofing software designed to streamline every aspect of a roofing business.
Connect Acculynx once and your FormWise AI gets 8 things it can do inside it. That means your AI can handle the Acculynx work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Acculynx? Take a look at acculynx.com.
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Stop doing the Acculynx work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.