AccuLynx + busybusy
Archive projects in busybusy when new job lists by milestones are updated in AccuLynx
Manage your projects seamlessly with this workflow. When a job list aligned with a specific milestone is created in AccuLynx, it initiates the archival process for that project in the busybusy app. This effective tool helps you streamline your project management, saving you time and ensuring consistency in your work routine.
Manage your projects seamlessly with this workflow. When a job list aligned with a specific milestone is created in AccuLynx, it initiates the archival process for that project in the busybusy app. This effective tool helps you streamline your project management, saving you time and ensuring consistency in your work routine.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Archive Project
Archives the found project in busybusy. Must include either "Look Up By Project's Number" or "Look Up By Project's ID". If neither is included no project will be archived.
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Standard Milestones
Try ItDaily Sign Off Break Issue Resolved
Triggers when a Daily Sign-Off break issue is marked as resolved.
Try ItCost Code Archived
Triggers when a cost code is archived within busybusy.
Try ItCost Code Updated
Triggers when a cost code is updated in busybusy. This includes edits to the cost code's settings. Note that updates can also occur for internal reasons, including if a cost code is unarchived. When using this trigger, it should be understood that some update triggers won't have meaningful data changes. This trigger is intended to assist in keeping datasets in sync.
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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
Daily Sign Off Break Issue Submitted
Triggers when an employee reports a break issue when submitting their Daily Sign-Off answers.
Try ItCost Code Created
Triggers when a cost code is created in busybusy.
Try ItDaily Project Report Created
Triggers when a Daily Project Report is submitted.
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