Create a Contact and Lead Job
List AccuLynx contact types, then create a contact using [chosen contact type] and [name and contact details]. Create a new lead job for that contact using [job details].
acculynx
AccuLynx AI Employee
Leina connects to AccuLynx to help you review appointments and organize roofing lead records. Ask in your team chat. Leina does the work and brings back the result.
Connect AccuLynx, choose what to share, and hand off your first task.
Leina + AccuLynx Example Result
You
Using the AccuLynx calendar ID I supplied, summarize appointments for October 15, 2026 in Chicago time. Flag any overlap.
Leina
The two returned visits overlap by 15 minutes, from 09:45 to 10:00 Chicago time.
Appointment overview
October 15 · Site visits
The appointment windows overlap before allowing any travel time.
- Cedar roof inspection
- 09:00–10:00 America/Chicago · Job: Cedar roof · Location: 12 Example Lane.
- Pine estimate visit
- 09:45–10:30 America/Chicago · Job: Pine roof · Location: 8 Sample Avenue.
What Is a AccuLynx AI Agent?
AI reads AccuLynx calendar appointments and organizes visits by day. It can also create a contact and Lead-stage job or update an initial appointment when asked.
You specify the source and the destination. Leina uses the content available to your connection and returns the result for you to review.
AccuLynx
AccuLynx is business management software for roofing contractors.
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Read the day’s appointments
Query the supplied calendar for October 15.
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Align the time zone
Display appointment start and end times in America/Chicago.
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Compare the visit windows
Calculate the overlap between the two returned appointments.
What to Ask Leina to Do with AccuLynx
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Review Calendar Appointments
For AccuLynx calendar [calendar ID], list appointments from [start date] to [end date] and organize them by day.
acculynx
Set an Initial Appointment
For AccuLynx job [job ID], review its initial appointment and set it from [start datetime with timezone] to [end datetime with timezone], with notes [notes].
acculynx
Your next AccuLynx task can start with a message.
Connect. Ask. Get the Result.
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
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Connect Your Account
Connect the tools involved and give Leina access to the content it needs.
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Try a Task
Share the source material, say where the result belongs, and describe what you need.
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Check the Result
Review the result and any changes in the connected app.
Put Leina to Work in AccuLynx
Hand off these everyday tasks to your AI employee.
Get Company Settings
Get the current AccuLynx company settings for the connected location.
List Contact Types
List the contact types configured for the current AccuLynx company.
List Lead Sources
List the active lead sources configured for the current AccuLynx company.
List Job Categories
List the active AccuLynx job categories configured for the company.
List Trade Types
List the active AccuLynx trade types configured for the company.
List Work Types
List the active AccuLynx work types configured for the company.
Create Contact
Create one new contact in AccuLynx.
Create Job
Create one new job in the AccuLynx Lead milestone.
List Calendars
List the calendars available in the current AccuLynx location.
List Calendar Appointments
List appointment summaries for one AccuLynx calendar within a date range.
Get Initial Appointment
Get the initial appointment for one AccuLynx job.
Upsert Initial Appointment
Add or update the initial appointment for one AccuLynx job.
More Tools for Your AI Employee
Connect the Apps your work depends on, and give Leina the context to carry the task forward.
Keep the Conversation Moving. Let Leina Pick Up the Work.
Hand off a task while your team is discussing it. Leina uses your connected tools and brings the result back to the conversation.
See How Leina Works in SlackLeinaExample Result The two returned visits overlap by 15 minutes, from 09:45 to 10:00 Chicago time.
October 15 · Site visits
AccuLynx + Leina: Your Questions, Answered
How should I choose a contact type?
Ask to list the company’s contact types and choose the relevant one. Creating a contact requires at least one type.
What stage is a new job created in?
The create-job operation creates the job at the Lead milestone and links it to the supplied contact.
What time information is needed for an initial appointment?
Provide the job ID and start datetime, with an end datetime and notes if needed. Include a timezone so the assistant can use the UTC times required by the operation.
Make Leina Your AccuLynx AI Employee
Start with one task you already need to do. Tell Leina what a finished result should look like.
Connect AccuLynx, choose what to share, and hand off your first task.