Read roofing job data from AccuLynx in your workflows
The AccuLynx step reads job data from your AccuLynx account so a workflow can act on it. You can look up a single job, list jobs by milestone and date, and read a job's contacts, estimate, and financial summary. Requires a connected AccuLynx integration.
Read a single job by its job ID. Returns the job's identity, address, current milestone, priority, and key dates, and can also include the primary contact (usually the homeowner) and insurance details.
Provide the job ID, either a reference to an upstream step like {{stepId.job_id}} or a static value. By default the primary contact's name, email, and phone are included on the output. You can also turn on insurance details to pull the insurance company and claim number. The step returns a single job record you can reference in downstream steps.
List jobs filtered by milestone, date range, and lead source. Returns a list you can loop over, and a good starting point for workflows that process many jobs at once.
Set the filters you want: one or more current milestones (lead, prospect, approved, completed, invoiced, closed, cancelled, dead), an inclusive date range, which date the range applies to (created, milestone, or modified), and an optional lead source. The output is a list of jobs. Connect it to a For Each loop to act on each one, often with a Get Job, Get Contacts, or Get Financials step inside the loop for more detail.
Read every contact on a job: the homeowner, insurance adjuster, crew, and anyone else. Returns a list, with the homeowner flagged as the primary contact.
Provide the job ID. The output is a list of contacts, each with a name, company, email, phone, a primary flag (true for the homeowner), and a description of their relation to the job (for example Insurance Adjuster or Crew Lead). Pair it with a Filter step to pick contacts by their relation, then a For Each to act on them.
Read a job's financial summary: the approved job value (the contract value), the balance due, and a breakdown of change orders, insurance claim amounts, upgrades, discounts, and supplements.
Provide the job ID. The step returns the job's financial totals, including the approved job value and balance due, plus a section-by-section breakdown. Use it for invoice follow-up and supplement tracking.
Read an estimate for a job, including its line items grouped by section. Returns the estimate totals and a breakdown of each line item.
Provide the job ID. Leave the estimate ID blank for the job's primary estimate, or set it to read a specific one. The step returns the estimate title and number, its price, cost, profit, and tax totals, and a list of sections with their line items (description, quantity, unit price, and total).