AccuLynx + Airtable
List updated jobs by milestone in AccuLynx and create or update records in Airtable
Stay organized and updated about your job milestones with this workflow. As soon as a new job list by milestone is added in AccuLynx, a corresponding record is instantly created or updated in Airtable. This integration between AccuLynx and Airtable ensures consistency of data, saving you time and reducing administrative tasks. You can focus more on your jobs and less on manual data entry.
Stay organized and updated about your job milestones with this workflow. As soon as a new job list by milestone is added in AccuLynx, a corresponding record is instantly created or updated in Airtable. This integration between AccuLynx and Airtable ensures consistency of data, saving you time and reducing administrative tasks. You can focus more on your jobs and less on manual data entry.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create or Update Record
Find and update an existing record, or create a new one.
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Standard MilestonesRequired
Try ItContactRequired
Lead source
Job category
Work type
Trade type
Notes
Priority
First street
Second street
City
State
Country
Zip code
Search term
NameRequired
Contact typeRequired
First nameRequired
Last nameRequired
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
First nameRequired
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
NameRequired
NameRequired
