AccuLynx version 2.2522.0

New Endpoints Released

Call Log for Contact ID:

POST /api/v2/contacts/{contactId}/logs/

This endpoint allows users to create a log entry for a specific contact by its ID. The log can include details such as the type of communication (e.g., phone call, SMS, email), the date of the interaction, and an optional description.

Updated Endpoints

Financial Endpoints:

GET /api/v2/invoices/{invoiceId}

GET /api/v2/financials/{financialId}/worksheet

GET /api/v2/financials/{financialId}/amendments/{amendmentId}

These endpoints allow users to retrieve detailed information about a specific invoice by its ID. By adding the TradeID property to the items collection in the response, the API provides more granular and accurate data at the item level, enabling better analysis and reporting.

Get Contacts Endpoints:

GET /api/v2/contacts

GET /api/v2/contacts/{contactId}

GET /api/v2/contacts/{contactId}/phone-numbers

GET /api/v2/contacts/{contactId}/phone-numbers/{phoneId}

These endpoints allow users to retrieve contact information, including SMS Opt-Out details for phone numbers associated with each contact. By adding SMS Opt-Out as part of the contact resource, users can ensure consistency and usability when managing communication preferences.

Payments Endpoint:

GET /api/v2/jobs/{jobId}/payments

This endpoint allows users to retrieve payment details for a specific job, including any associated convenience fees. By adding convenience fees to the payment data, users can access a more comprehensive view of job-related financial transactions.

New Zapier Actions

Milestone Trigger Pull a list of unassigned leads from Zapier.

Create Contact Create new contacts in AccuLynx directly from your Zapier workflows.

Create Job Automate the creation of jobs in AccuLynx.

Find Job Category Search and retrieve job categories from AccuLynx.

Find Lead Source Locate and use lead sources from AccuLynx.

Find Trade Types Retrieve trade types from AccuLynx.

Find Work Types Search for work types in AccuLynx. Search Contact Find existing contacts in AccuLynx.