Integrations / CRM
Connect Acculynx to WhatsApp with an AI agent
Flann is an AI agent your business talks to on WhatsApp. Connect Acculynx once, then ask Flann to look things up in it or get work done in it, by text or voice note. Connected to Flann, Acculynx behaves like a colleague who never forgets a follow-up. Flann suggests who to contact, drafts the message in the customer’s language and prepares the record update.
8 actions in Acculynx. 3 only look things up, and 5 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Acculynx
Send any of these on WhatsApp, in your own words. Flann finds the right Acculynx action and fills in the details from the conversation.
“Show me my of calendars in Acculynx.”
“Create a lead in Acculynx.”
“Create a contact in Acculynx.”
“Update the company representative in Acculynx.”
Step by step: Acculynx jobs you can hand to Flann
Each step below names the Acculynx action Flann actually runs.
Get answers about your of calendars
- You message Flann on WhatsApp: “What is the latest on our of calendars in Acculynx?”
- Flann runs
List of calendars for the locationin Acculynx and shows you what it found. - Nothing in Acculynx is changed: these are look-ups, so they run straight away.
Repetitive Acculynx work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Business cards after an event
Today
A trade show leaves you with a pocket of business cards and a promise to add them to Acculynx. The pile sits on the desk for weeks.
With Flann
“Photos of the cards from today’s expo. Add them to Acculynx tagged Expo leads.”
From each photo Flann reads the name, company, role, phone and email, then checks Acculynx so it does not create a contact that already exists. New contacts are prepared with the tag you asked for.
What you stop doing: Event contacts reach your records while the conversation is still fresh.
Today’s call list
Today
Tasks, callbacks and reminders are scattered across contacts in Acculynx. Finding today’s means clicking through views you set up long ago.
With Flann
“Give me today’s call list from Acculynx.”
Pulling every task and callback due today from Acculynx, Flann gives you a call list with a line of context for each name: what was promised, what is open and the best number to ring. A look-up, so it is instant. When you report back after each call, Flann prepares the update and asks you to confirm it.
What you stop doing: Mornings start with a list instead of a search.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Acculynx
- In Flann, go to Connectors and find Acculynx.
- Paste your Acculynx API key into the secure form Flann opens. You will find the key in your Acculynx account settings.
- From then on, message Flann on WhatsApp. It works in Acculynx whenever a request needs it.
Look-ups run as soon as you ask and change nothing in Acculynx. You can disconnect Acculynx from Connectors at any time.
Ways to use Acculynx with Flann
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Acculynx: last deal, last note, last time you spoke.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Acculynx and asks you to confirm.
Follow up the leads you forgot
Ask Flann which leads in Acculynx have not heard from you in a week. It lists them and drafts the follow-up for each.
There are three ways to get routine work done in Acculynx. Side by side:
| Compare | Acculynx on its ownEvery step is yours | A rules toolRuns the steps you wired up | With FlannThe work comes to your chat |
|---|---|---|---|
| How you ask | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers | Filters and searches you run yourself | Only the look-ups someone built | 3 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 5 changes, made from a message |
| Acculynx records | All of them, one screen at a time | Only the ones you wire up | 4 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Acculynx API key, once |
YesPartlyNo
Everything Flann can do in Acculynx
The full list of Acculynx actions available to Flann once you connect it.
Looks up 3
- Job appointment summary
- List of calendars for the location
- List of contact types related to the company
Changes 5
- Add job appointment
- Create a contact
- Create a job
- Create a lead
- Update company representative
More CRM apps Flann works with
Common questions
How does Flann connect to Acculynx?
Open Connectors in Flann, choose Acculynx and paste your Acculynx API key into a secure form. You will find the key in your Acculynx account settings. Once it is connected, Flann can use 8 actions in Acculynx.
Can I use Acculynx from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Acculynx for you. You do not need to open Acculynx.
Which Flann plan do I need for Acculynx?
Any of them. Every Flann plan includes Acculynx and every other app.