ceven

Acculynx

Syncs roofing leads, jobs, and appointments between your field tools and office systems, automates contact creation from new inquiries, and manages the project calendar in real time.

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Why use Ceven?

  1. AI native Acculynx integration

    • Describe the outcome and Ceven picks the right Acculynx calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Acculynx data, across all 8 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Acculynx access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Acculynx, when, and on whose behalf.
    • The agent pauses and asks when Acculynx is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Acculynx.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Acculynx action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Acculynx, and when to use it.

Add job appointment
Use this when you need to schedule the first site visit or a project milestone for a specific roofing job.
Create contact
Add a new person to the system with full details. Use this to capture homeowner information before a job is created.
Create job
Initialize a new roofing project. Use this to link a contact to a specific location and job category.
Create lead
Log a new potential residential roofing customer who has expressed interest in services.
Get job appointment summary
Pull a list of all scheduled events and milestones for a specific job from the calendar.
List location calendars
Pull all available calendars for the authenticated user or organization to check for scheduling gaps.
List contact types
Pull the predefined categories like residential or repair to ensure a contact is labeled correctly.
Update company representative
Assign or change the staff member responsible for a specific job or project task.
Search jobs
Query jobs by address or project name to find existing records before creating duplicates.
Search contacts
Query the contact database by name or phone number to link a lead to an existing customer.
Get lead details
Pull all information for a specific residential lead to prepare for a sales call.
Modify job status
Update the current phase of a project from lead to active or completed.
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 af
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 p
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
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 constructio
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 proje
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

18 actions · scroll to see them all

Frequently asked questions

Ceven reads the available slots from your AccuLynx location calendars before attempting to book a new appointment. When a workflow triggers the Add job appointment action, the agent checks for overlapping events on the selected calendar. If a conflict is found, the agent can be configured to either flag the conflict for human review or suggest the next available open window based on the company representative's existing schedule. This prevents double booking of crews and ensures that site visits are scheduled only when a team member is actually available to be on site at the property.
Yes. The agent can run a sequential workflow where it first creates a contact, then uses that contact ID to create a lead, and finally converts that lead into a job once a contract is signed. This ensures that the data lineage is preserved in AccuLynx. The agent handles the mapping of IDs between these steps so that you do not have to manually copy and paste information. This is particularly useful for roofing companies that have a strict lead qualification process before a project is officially moved into the job pipeline.
To prevent duplicate records, you can set up a search workflow. The agent uses the Search contacts action to query the database by email or phone number before calling the Create contact endpoint. If a match is found, the agent simply attaches the new lead or job to the existing contact record. If no match is found, it proceeds to create a new contact. This keeps your database clean and ensures that the entire history of a customer is stored under one profile regardless of how many different projects they have.
Ceven respects the AccuLynx API rate limits to ensure your account remains in good standing. One specific quirk of the AccuLynx API is that bulk updates to job statuses or representative assignments can occasionally trigger rate limiting if hundreds of records are changed in a few seconds. To handle this, Ceven implements an internal queuing system that drips updates into the system at a pace the API accepts. You will see a progress bar in the workflow logs if you are running a large batch update across your entire project list.
Yes. You can build logic into the workflow that looks at the job category or contact type. For example, if a lead is categorized as a repair, the agent can use the Update company representative action to assign it to your repair specialist. If it is a full roof replacement, it can assign it to a senior sales rep. This removes the need for an office manager to manually triage every incoming lead, allowing the right expert to contact the homeowner immediately based on their specific roofing needs.
Ceven can connect to multiple locations by utilizing the List of calendars for the location endpoint. The agent identifies which location calendar is relevant to the job address and ensures the appointment is placed on the correct local schedule. You can define rules in your workflow to map specific zip codes to specific location IDs. This allows regional roofing companies to operate as a single organization while keeping their field schedules and representative assignments isolated by the physical location of their branch offices.
The agent uses the List of contact types related to the company action to identify how your specific AccuLynx account classifies different customers. By pulling these predefined categories, the agent can ensure that when it creates a contact, it applies the correct label. If your business separates residential roofing from commercial projects, the agent can route these into different workflows, such as sending a different set of intake questions for a commercial warehouse roof than it would for a residential home repair.
Yes. By using the Job appointment summary action, the agent can aggregate all scheduled events for a set of jobs and export them to a spreadsheet or a dashboard. This allows you to track how many site visits are happening per week or identify which projects are stalled in the inspection phase. The agent can run this as a daily report, emailing the summary to the owner every morning so they know exactly where the crews are deployed without having to manually click through every job in the system.

Alternatives to Acculynx

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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