AccuLynx + Birdeye
Create customers in Birdeye from new jobs by milestone in AccuLynx
Easily manage your customer data by setting up this workflow, which creates a new customer in Birdeye whenever there's a new customer added in AccuLynx. This way, you can ensure your customer information in both systems is always up-to-date, saving you time and effort in the process.
Easily manage your customer data by setting up this workflow, which creates a new customer in Birdeye whenever there's a new customer added in AccuLynx. This way, you can ensure your customer information in both systems is always up-to-date, saving you time and effort in the process.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Customer
Creates a new customer for a specified business.
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Standard Milestones
Try ItNew Canceled Invoice
Triggers when a payment request is canceled in birdeye
Try ItNew Invoice
Triggers when a new invoice is created in birdeye
Try ItNew Payment
Triggers when a new payment is created in birdeye
Try It
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 Extention 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
New Refund
Triggers when a new refund is created in birdeye
Try ItBusiness NumberRequired
Try ItBusiness NumberRequired
Try It
