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Set up your first integration

Quickly connect AccuLynx to Birdeye with a Zapier template.

Our most popular template

Create customers in Birdeye from new jobs by milestone in AccuLynx
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AccuLynx + Birdeye

Create customers in Birdeye from new jobs by milestone in AccuLynx

AccuLynx + Birdeye

How Zapier works

Zapier makes it easy to integrate AccuLynx with Birdeye - no code necessary. See how you can get setup in minutes.

Select a trigger from AccuLynx

A trigger is an event that starts your Zap and runs the workflow. For example, with AccuLynx, a trigger could be "List of Jobs by Milestone."

A trigger is the event that kicks off your automated workflow.

Setup an action from Birdeye

An action is what takes place after the automation is triggered. For example, with Birdeye, the action could be "Create Appointment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected AccuLynx to Birdeye

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your AccuLynx to Birdeye integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect AccuLynx and Birdeye to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Standard Milestones
  Required
Trigger
Scheduled
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- Business number
  Required
Trigger
Instant
Try It
New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
Try It
- Business number
  Required
Trigger
Instant
Try It
- Business number
  Required
Trigger
Instant
Try It

- Business number
  Required
- CRM Name
Trigger
Instant
Try It
- Business number
  Required
Trigger
Instant
Try It

- ClientId
  Required
- First name
  Required
- Last name
- Date of Birth
- Email
  Required
- Phone
  Required
- Gender
- Business number
  Required
- Appointment Id
  Required
- Provider Id
- Provider First Name
- Provider Last Name
- Start Time
  Required
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
- CRM Name
Action
Write
- First name
  Required
- Last name
- Email
  Required
- Phone
  Required
- Total Amount
  Required
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference ID
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- CRM Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation User
  Required
Action
Write
- Business Number
  Required
- Customer Id
  Required
Action
Write
- Business number
  Required
- Appointment Id
  Required
- Action
- Start Time
  Required
- End Time
- Duration
- Appointment Type Id
- Appointment Type
- Provider Id
- Provider First Name
- Provider Last Name
- ClientId
  Required
- First name
  Required
- Last name
- Date of Birth
- Email
  Required
- Phone
  Required
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- CRM Name
Action
Write

- First name
  Required
- Last name
- Company name
- Phone Number 1
- Phone Extension 1
- Phone Type 1
- Phone Number 2
- Phone Extension 2
- Phone Type 2
- Phone Number 3
- Phone Extention 3
- Phone Type 3
- Email Address
- Cross Reference
- Job Category
- Work Type
- Street
- Street 2
- City
- State
- Zip Code
- Country
- Priority
- Notes
- Sales Person
- Initial Appointment
- Trade Types
Action
Write
- Business number
  Required
Trigger
Instant
Try It
- Business number
  Required
Trigger
Instant
Try It
New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
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New Invoice
Triggers when a new invoice is created in birdeye
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created in birdeye
Trigger
Instant
Try It
- Business number
  Required
Trigger
Instant
Try It
- Business Id
  Required
- First name
  Required
- Last name
- Customer Email
- Phone
  Required
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
- CRM Name
Action
Write
- Appointment Id
  Required
- Appointment Id
  Required
- Business number
  Required
- Action
  Required
- Appointment Status
  Required
Action
Write
- Crm Doc Id
- CRM Name
- CRM CustomerId
- External Reference ID
- Notes
- Paid Date
- User Id
Action
Write

Learn how to automate AccuLynx on the Zapier blog

Learn how to automate Birdeye on the Zapier blog

About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

Related categories

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