Roofing & Trades
Connect via ZapierAccuLynx + Thankful
Built for roofing companies already running everything through AccuLynx. Close the job, the thank-you handles itself.
The flow
What happens when a job is marked completed or closed
- 1
Your trigger fires
A job is marked Completed or Closed in AccuLynx. Nothing for you to do — you were closing the job anyway.
- 2
We read the details
Homeowner name · Property address · Job total · Sales rep
- 3
Your rule picks the gift
The default gift goes out, or a bigger one if the job cleared your threshold.
- 4
We engrave and ship
Hand-engraved in our shop and out the door, usually within two business days.
- 5
Review request on delivery
The moment the carrier confirms it landed, the ask goes out — while they’re holding it.
What we read
- Homeowner name
- Property address
- Job total
- Sales rep
That’s all of it. We don’t read financials beyond a job total if you use a value threshold, and we don’t write anything back to AccuLynx.
Setup time
About 10 minutes
Once. Then it runs without you.
Who runs this setup
AccuLynx users we work with
Questions
About the AccuLynx connection
Is this a direct AccuLynx integration?
It runs through Zapier today, which is a genuine working connection used by most of our customers. You authorize both sides once and it runs on its own from there.
What fires the gift?
A job is marked Completed or Closed. That's the trigger — you can change which status counts during setup if your team uses a different one.
What information comes across?
Homeowner name, Property address, Job total, Sales rep. That's what we need to engrave the gift and get it to the right door. You never type an address.
Can I stop a gift before it ships?
Yes. Auto-send is the default because that’s the point, but every gift has a 24-hour cancel window. Most people check the first couple and then leave it alone.
Does every job get a gift?
Only if you want that. Most companies set a job-value threshold so bigger jobs get gifts and small calls don’t. You set the rule once during setup.
Also connects to
Other systems we work with
Connect AccuLynx and stop thinking about follow-up.
Ten minutes to set up. Then every closed job sends its own thank-you and asks for the review.