Create new Blipp Reviews contacts from updated job milestones in AccuLynx
Boost your productivity and streamline your operations with this AccuLynx and Blipp Reviews workflow. When a new list of jobs by milestone appears in AccuLynx, the same list is seamlessly mirrored in Blipp Reviews, guaranteeing alignment of milestones across both platforms. This smooth automation allows you to focus on growing your business, ensuring you never miss crucial opportunities.
Boost your productivity and streamline your operations with this AccuLynx and Blipp Reviews workflow. When a new list of jobs by milestone appears in AccuLynx, the same list is seamlessly mirrored in Blipp Reviews, guaranteeing alignment of milestones across both platforms. This smooth automation allows you to focus on growing your business, ensuring you never miss crucial opportunities.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Contact
Creates a contact that can be retrieved later for sending a feedback request.
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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


