AccuLynx + CompanyCam
Create new CompanyCam projects from updated AccuLynx job milestones
Streamline your construction project management with this seamless workflow between AccuLynx and CompanyCam. When a new job list by milestone is created in AccuLynx, it triggers a new project addition in CompanyCam. This automatic process saves you time, reduces manual data entry and ensures that all your project details are accurate and updated across both platforms. Improve efficiency and keep your projects on track with this simple automation.
Streamline your construction project management with this seamless workflow between AccuLynx and CompanyCam. When a new job list by milestone is created in AccuLynx, it triggers a new project addition in CompanyCam. This automatic process saves you time, reduces manual data entry and ensures that all your project details are accurate and updated across both platforms. Improve efficiency and keep your projects on track with this simple automation.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Add Project
Creates a new project in your account.
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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
