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.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create or Update Contact
Creates or Updates a Contact in Chiirp. The phone number is required for every Contact in Chiirp.
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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


