AccuLynx + Airtable integrations
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.
- When this happens...List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
- automatically do this!Create or Update RecordFind and update an existing record, or create a new one.
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More things you can do with AccuLynx and Airtable
Discover other triggers and actions you can use with AccuLynx and Airtable
- Standard MilestonesRequired
Try ItTriggerPolling- ContactRequired
- Lead source
- Job category
- Work type
- Trade type
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
ActionWrite- Search term
ActionSearch- NameRequired
ActionSearch
- 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
ActionWrite- 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
ActionWrite- NameRequired
ActionSearch- NameRequired
ActionSearch
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
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Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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