AccuLynx + Verse

AccuLynx + Verse integrations

Create Verse leads from new AccuLynx jobs by milestone

Stay on top of your project workflows with ease. Whenever a list of jobs by milestone becomes available in AccuLynx, this workflow swiftly generates a new lead in Verse. This streamlined process ensures no opportunity is missed, saving you time and effort while keeping your sales pipeline refreshed consistently. In essence, it makes managing jobs and leads between AccuLynx and Verse quicker and more efficient.

When this happens...
List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
TriggerPolling
automatically do this!
Create ConversationSearch for a conversation by name, email, phone, conversation ID, or external ID.
ActionWrite

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More things you can do with AccuLynx and Verse

Discover other triggers and actions you can use with AccuLynx and Verse

- Standard Milestones
  Required
Trigger
Polling
Try It
- Contact
  Required
- Lead source
- Job category
- Work type
- Trade type
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
Action
Write
- Search term
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search

New Conversation Created
Trigger when a conversation has been created.
Trigger
Instant
Try It
New Unqualified Conversation
Trigger when a conversation has been unqualified.
Trigger
Instant
Try It

- First Name
- Last Name
- Email
- Phone Number
- Type
- Street Address
- City
- State
- Postal Code
- Additional Notes
- Source
- External Id
- Script
- Owner First Name
- Owner Last Name
- Owner Email
- Owner Phone Number
- Owner Team Name
- Owner Calendar Integration Link
- Owner Call Center Routing Number
- Custom Fields
Action
Write
Stop Conversation (Unqualify)
Stop and unqualify a conversation.
Action
Write
- Search By
- Search Value
Action
Search

- Contact type
  Required
- First name
  Required
- Last name
  Required
- Cross reference
- Company name
- Company job title
- Note
- Phone Number
- Extension
- Is this the primary phone number?
- Can receive text messages?
- Type of Phone Number
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 Extension 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
- Name
  Required
Action
Search
- Name
  Required
Action
Search
New Conversation Activity
Trigger when a new activity on a conversation is added.
Trigger
Instant
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New Qualified Conversation
Trigger when a conversation has been qualified.
Trigger
Instant
Try It
End Conversation (Qualify)
End and qualify a conversation.
Action
Write
- Search By
  Required
- Search Value
  Required
Action
Write
- Conversation Converted
- Conversion Amount
- First Name
- Last Name
- Email
- Street Address
- City
- State
- Postal Code
- External Id
- Type
- Additional Notes
- Source
- Owner First Name
- Owner Last Name
- Owner Email
- Owner Phone Number
- Owner Calendar Integration Link
- Owner Call Center Routing Number
- Owner Team Name
- Custom Fields
Action
Write

About AccuLynx

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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About Verse

Verse is a lead conversion platform that helps businesses quickly qualify leads through 2-way text conversations driven by powerful AI.

HelpHelp

Related categories

Sales & CRM