AccuLynx API Guide for Roofers

One-line verdict: A real roofing API with a lopsided shape — strong on contacts, jobs, and money owed; hands-off on estimates and invoices. Openness: 3 / 5 — rated 3 because the REST API and webhooks are documented and usable, but estimates and invoices are read-only, third parties enter through a partnership application, and there are no payment or estimate webhook topics.

The connection that works

Rung 1 — Direct connection, with a partnership front door. AccuLynx offers a REST API (version 2). Access is refreshingly simple on the technical side: your own account creates its own API key, used as a Bearer token — no OAuth sign-in dance was found in the documentation. The business side has one extra step: third-party integrations go through a Partnership Application, so a builder’s access is something AccuLynx approves, not something that starts the moment you sign up. Put that application time in the project plan.

The verified webhook list — the moments AccuLynx will announce instantly — covers contacts, jobs, milestones, initial appointments, invoice updated/voided, and financials. Read that list carefully, because what is missing matters as much as what is there: there are no payment topics and no estimate topics. The system will not tap you on the shoulder when a payment lands or an estimate moves; those workflows have to check on a schedule instead.

Limits are published and workable: 30 requests per second per IP, and 10 requests per second per key. No sandbox was documented, so testing expectations should stay modest — a live account, handled carefully, is the realistic test bed. For bridges, Zapier is available only through AccuLynx’s own AppConnections add-on, and Make support is community-built rather than native.

Can automate

• Invoice Chase / AR — the headline fit. Payments are read/write, including balance due and AR age. That means an automation can see exactly who owes what and how long it has been owed, focus the chase on the oldest balances, and record payment activity back — the money side is genuinely connected.
• Speed-to-Lead on contacts — Contacts are read/write and contact webhooks are verified, so a new contact can trigger a fast first touch.
• Job-based follow-up and reporting — Jobs are read/write, with job and milestone webhooks verified, and job plus invoice reads give back-office reporting real data to work from.
• Appointment-triggered steps — Initial appointment webhooks are verified, so reminders and prep steps can fire off the booking.

Can’t automate

• Writing estimates or invoices — read-only. Estimates and invoices can be read, but not created or edited through the API. Any document change happens in AccuLynx itself, by a person, or gets handled on our side and recorded manually.
• Payment or estimate event triggers — they do not exist. With no payment or estimate webhook topics, “the moment they pay, stop the chase” has to be handled by scheduled checks against the payment data, not by an instant alert.
• Change-order write-back — Estimate follow-up is limited to estimate reads, so a change in status noticed by an automation still needs a human or our-side step to move the document forward.
• Native Make bridge — Make is community-only here, and Zapier needs the AppConnections add-on rather than coming standard.

Hidden gate: The gate is asymmetry. AccuLynx lets outside systems touch the money owed — payments, balances, AR age — but keeps estimates and invoices read-only, and its partnership application controls who connects at all. A quote that promises automatic estimate or invoice creation on AccuLynx is promising the half of the API that does not open.

Build fit — what this platform supports well

• Invoice Chase / AR — the strongest fit in this directory for roofers, built on payment reads/writes and AR age.
• Speed-to-Lead — supported through contacts and their webhooks.
• Back-office / Reporting — supported through job and invoice reads.
• Estimate Follow-Up — limited on purpose: follow-up messages can react to what an estimate read shows, but the estimate itself is changed by people.
• Review Engine — no verified reviews API, so the ask runs on our system off a job or milestone signal.

What this means for your shop

If your pain is roofs done and balances aging, AccuLynx is quietly one of the better-connected platforms here — the AR data most chases are built on is actually reachable. If your pain is estimate volume, set expectations differently: AccuLynx will let a system watch estimates and nag about them, but your team still owns the documents themselves.