n8n-nodes-acculynx

Overview

Integrates with the AccuLynx roofing CRM to automate workflows. Designed for roofing professionals and workflow engineers managing leads, jobs, estimates, and contacts within AccuLynx, this node provides read and write access to the AccuLynx API for automation and data synchronization.

Nodes & Operations

AccuLynx

Provides comprehensive read and write operations for AccuLynx resources, including contacts, jobs, estimates, calendars, and company settings. Use this node to create, update, search, and retrieve records, manage custom fields, handle payments and financials, and inspect job history and milestones.

• Calendar · Get Many — Fetches calendar appointments from AccuLynx and returns them as workflow items. Set the date range and choose whether to retrieve all matching appointments or cap the results with a limit.
• Calendar · Get Appointments — Retrieve appointments from a specified AccuLynx calendar within a required date range, with optional filters and result limits.
• Calendar · Get Appointment — Retrieve one appointment from a specified AccuLynx calendar by its appointment ID.
• Company Settings · Get Settings — Retrieves the company settings from AccuLynx with a GET request. This operation has no additional parameters.
• Company Settings · Get Custom Fields — Fetches the company’s custom-field definitions from AccuLynx. The response includes definitions for both Jobs and Contacts; no operation parameters are required.
• Company Settings · Get Document Folders — Fetches document folders configured for the AccuLynx company. Use this operation to retrieve the available folders without supplying any parameters.
• Company Settings · Get Photo/Video Tags — Fetches the company’s photo/video tag list from AccuLynx. No operation-specific parameters are required.
• Company Settings · Get Account Types — Fetches all account types configured for the AccuLynx company as a plain GET request. Use it to retrieve the available account types; no operation-specific inputs are required.
• Company Settings · Get Insurance Companies — Fetches the AccuLynx insurance company lookup and returns its entries. The operation has no configurable fields.
• Company Settings · Get Job Categories — Fetches the company’s job categories from AccuLynx. Use it to retrieve the category options available to the account.
• Company Settings · Get Trade Types — Fetches the company’s trade types from AccuLynx. Use it to retrieve the available trade type records for downstream workflow steps.
• Company Settings · Get Work Types — Retrieves the company’s available work types from AccuLynx. Use it to supply work type options for workflows that need to inspect or map the company’s configuration.
• Company Settings · Get Lead Sources — Retrieve the company’s lead sources from AccuLynx for use in workflows that need to inspect or select available lead sources.
• Company Settings · Get Milestones — Fetches the company’s workflow milestone list from AccuLynx. No operation-specific inputs are required.
• Contact · Create — Creates an AccuLynx contact with the supplied name, required contact types, and optional email addresses, phone numbers, and additional details. If custom fields are mapped, it creates the contact first and then sends a follow-up request to set them.
• Contact · Get — Fetches one AccuLynx contact by its Contact ID, with optional inline email address and phone number details. By default, requests both related data types so the response includes their values instead of only ID/link stubs.
• Contact · Get Many — Retrieve contacts from AccuLynx using the contact search endpoint. Choose whether to return all matching results or cap the response, and optionally include email addresses, phone numbers, or a sort order.
• Contact · Search — Searches AccuLynx contacts by optional name or company term, required creation-date range, and optional contact types, then sorts and returns matching contacts.
• Contact · Find by Email or Phone — Scan AccuLynx contacts client-side and return contacts whose email or phone matches the supplied value. AccuLynx has no server-side email or phone search, so the scan can be slow on large accounts.
• Contact · Get Custom Fields — Retrieve a contact’s custom-field values from AccuLynx by contact ID. The operation follows pagination to return all fields when the contact has more than one page.
• Contact · Set Custom Fields — Sets selected custom fields on an AccuLynx contact by sending a PUT request to that contact’s custom-fields endpoint. Choose fields in the mapper and provide their values; multi-value fields accept comma-separated values.
• Contact · Update — Updates an AccuLynx contact by sending a PUT request to /contacts/{contactId}. Supply the contact ID, at least one contact type, and last name; the other contact fields and addresses are optional in the UI, but the operation may replace the full contact object, so omitted values could clear existing data.
• Contact · Get Jobs — Retrieves the jobs associated with a specified AccuLynx contact. Optionally fetches full details for each returned job stub.
• Contact · Create Log — Creates a log entry for an AccuLynx contact by sending the supplied JSON body to the contact log endpoint.
• Estimate · Get — Fetches an AccuLynx estimate by its ID and returns the API response for that estimate.
• Estimate · Get Many — Retrieves AccuLynx estimates, returning up to the configured limit or all available results. Optional filters control whether job data is included and the sort direction.
• Estimate · Get Sections — Fetches the sections for the specified AccuLynx estimate.
• Estimate · Get Section Items — Fetches the items belonging to an AccuLynx estimate section, using the estimate ID to identify the estimate.
• Job · Create — Create an AccuLynx job for the required contact, with optional trade types, lead source, category, work type, priority, notes, project address, company representative, and custom fields. Lookup fields accept dropdown selections or supported names/IDs; representative assignment and custom fields are applied in follow-up API calls after creation.
• Job · Get — Fetches a single AccuLynx job by its ID and returns the job details.
• Job · Get Many — Retrieve AccuLynx jobs, optionally filtering by date, milestone, or assignment and sorting by a selected date field. Return up to the configured limit or all available results.
• Job · Search — Searches AccuLynx jobs by a keyword, a geographic point, or both, and can include related contact or initial appointment data. Returns a limited page by default or all available results when Return All is enabled.
• Job · Get Contacts — Fetches the contacts associated with an AccuLynx job by job ID.
• Job · Get Milestone History — Fetches the milestone history for an AccuLynx job, showing when the job was set to each milestone.
• Job · Get History — Fetches a job’s history entries from AccuLynx, with optional date filters and pagination controls.
• Job · Get Initial Appointment — Fetches the initial appointment for a specified AccuLynx job. Use it to retrieve the appointment dates and notes, such as when backfilling consultation details.
• Job · Get Payments — Fetches the payments associated with an AccuLynx job using its job ID.
• Job · Get Financials — Fetches the financial details for the specified AccuLynx job using its Job ID.
• Job · Set Sales Owner — Assigns a sales owner to an AccuLynx job using the job ID and a selected user. The user can also provide a UUID, email address, or full name in expression mode.
• Job · Set Company Representative — Assigns a company representative to an AccuLynx job by posting the selected user to the job’s representative endpoint. Provide the job ID and choose a user, or use an expression to supply that user’s UUID, email address, or full name.
• Job · Set Initial Appointment
• Job · Get Custom Fields
• Job · Set Custom Fields
• Job · Update Priority
• Job · Update Address
• Job · Update Category
• Job · Update Lead Source
• Job · Update Work Type
• Job · Update Trade Types
• Job · Update Insurance
• Job · Update Adjuster
• Lead · Get History
• Supplement · Get
• Supplement · Get Many
• Supplement · Get Items
• Supplement · Get Notations
• User · Get
• User · Get Many
• Webhook · Create Subscription
• Webhook · Delete Subscription
• Webhook · Get Subscription
• Webhook · Get Many Subscriptions
• Webhook · Get Topics
• Webhook · Send Test Event
• Webhook · Update Subscription

AccuLynx Trigger

Initiates workflows via AccuLynx webhooks, reacting to events such as job or contact updates. Note that AccuLynx webhooks are not signed, so no HMAC verification is performed.

• Default · Default

Credentials

Requires authentication with AccuLynx. Set up your AccuLynx API credentials in the node configuration.

Installation

Install as an n8n community node: in n8n, open Settings → Community nodes → Install and enter n8n-nodes-acculynx.

Links

• n8n community nodes installation guide