AccuLynx + Chiirp

Create or update Chiirp contacts from new AccuLynx job milestones

When you have a new job by milestone in AccuLynx, this workflow ensures your Chiirp contact list is constantly updated. It initiates a process to either create a new contact or update an existing one in Chiirp every time a job milestone is reached in AccuLynx. This workflow simplifies contact management, keeping your Chiirp list fresh and accurate as you reach new stages in your AccuLynx jobs, facilitating smoother communication and engagement.

When you have a new job by milestone in AccuLynx, this workflow ensures your Chiirp contact list is constantly updated. It initiates a process to either create a new contact or update an existing one in Chiirp every time a job milestone is reached in AccuLynx. This workflow simplifies contact management, keeping your Chiirp list fresh and accurate as you reach new stages in your AccuLynx jobs, facilitating smoother communication and engagement.

  1. When this happens...
    AccuLynxAccuLynx
    List of Jobs by Milestone

    Triggers when you get a list of current jobs by Milestone.

    TriggerPolling
  2. automatically do this!
    ChiirpChiirp
    Create or Update Contact

    Creates or Updates a Contact in Chiirp. The phone number is required for every Contact in Chiirp.

    ActionWrite
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Supported triggers and actions

    • 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

    Action
    Write
    • 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

    Action
    Write
    • NameRequired

    Action
    Search
    • NameRequired

    Action
    Search
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acculynx logo

About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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chiirp logo

About Chiirp

Chiirp helps you Capture, Connect & Close easier and faster using automated text messaging.
Learn more

Related categories

  • Contact Management