> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getmailr.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Mailr is a direct-mail marketing platform for US home-services contractors. Each postcard is personalized with an AI-enhanced image of the recipient's own home and a unique QR code that leads to a personalized landing page. Campaigns can target a neighborhood the customer draws on a map, the homes around past jobs they upload or import, or fire automatically from their CRM. Mailr does not mail an uploaded recipient list. When answering questions, prefer the exact steps and UI labels from these docs, and direct users to app.getmailr.com to sign in. For anything involving account-specific data, billing disputes, or mail that appears lost, direct the user to support@getmailr.com.

# AccuLynx

> Connect AccuLynx to Mailr to trigger postcards from jobs, milestones and invoices, and book revenue when a job is approved.

Connecting AccuLynx lets your jobs start postcard campaigns on their own, and credits the money back to the campaign that earned it. Leads from your postcards travel the other way, landing in AccuLynx as new contacts and jobs.

## What you get

* **Triggers** — the AccuLynx events that can start a campaign: **Job (lead) created**, **Job reaches a milestone** (you pick which milestone), **Job approved (sold)**, **Job completed**, **Invoice paid**, and **Contact created**. You choose the event on each [automation](/campaigns/automations).
* **Revenue tracking** — revenue books when a job reaches the **Approved** milestone, which is the moment the contract is signed. Mailr's wizard says it plainly: *"Revenue books when a job reaches the Approved milestone."* Job completion never books revenue.
* **Lead delivery** — when someone scans your postcard and fills in the landing page, Mailr creates a contact **plus** a job in AccuLynx, stamped with the "Mailr" lead source if your account has one. Extra answers from the form go into the job notes.

## Connect AccuLynx

<Steps>
  <Step title="In Mailr, open Automations">
    Go to **Campaigns → Automations** in [the Mailr app](https://app.getmailr.com) and find **AccuLynx** under **CRM Connection**. Clicking a tile only opens its panel — nothing starts connecting until you press the Connect button inside. Only the workspace owner can connect a CRM.
  </Step>

  <Step title="Create an API key in AccuLynx">
    In AccuLynx, go to **Account Settings → Add-On Features and Integrations → API Keys → Create Key**. You need to be a **Location Administrator or Company Administrator**. Name the key and pick a default lead source.
  </Step>

  <Step title="Paste the key in Mailr">
    Press **Connect AccuLynx** and paste the key. There's an optional **Notification email** field — that's the address AccuLynx will notify if the live connection ever has trouble delivering events. Mailr checks the key against your AccuLynx account before saving, so a bad key never saves.
  </Step>
</Steps>

<Check>The tile switches to **Connected** and the 3-step setup wizard opens: **Leads → Job address → Tracking**.</Check>

## How syncing works

**Instant sync is automatic.** AccuLynx has no webhook screen for you to configure — Mailr sets up the live connection when you connect and removes it when you disconnect. There's nothing to paste.

Job events arrive instantly and are also covered by an hourly backup sweep. **Invoice paid** and **Contact created** arrive instantly with no backup sweep behind them. Jobs, invoices, contacts, custom fields, lead sources and your milestone list all sync into Mailr.

Automated campaigns use a design you've already approved and are reviewed by Mailr before anything mails.

<Note>
  The first sync starts the clock the moment you connect. Jobs that were approved or completed before you connected will never trigger a campaign. To test the connection, move a fresh job forward after connecting.
</Note>

## Disconnect or reconnect

Disconnecting shows a confirmation titled **"Disconnect AccuLynx?"**: *"Lead sync and campaign triggers through this connection will stop, and the stored credentials are deleted. Your settings are kept, so reconnecting later picks up where you left off."*

Mailr removes its own event subscription inside AccuLynx first, then deletes your stored key. Your campaign history, leads and results are never deleted by disconnecting, and reconnecting keeps your field mappings, job-address choice and attribution window — you pick up where you left off.

## Notes & limits

* Mailr can't create lead sources in AccuLynx. If you want delivered leads labelled **Mailr**, create that lead source in AccuLynx yourself first.
* If you import past work to mail older customers, Mailr pulls your **Completed**, **Invoiced** or **Closed** jobs, or your contacts.
* Leads Mailr delivered into AccuLynx never trigger campaigns of their own, so a delivered lead can't make Mailr mail that same neighborhood again.

Still stuck? See [Troubleshooting connections](/integrations/troubleshooting) or [contact support](/resources/contact-support).