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
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 ItChecklist Completed
Triggers when a checklist is completed.
Try ItTagsRequired
Try ItLabelsRequired
Try It
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
New Document
Triggers when a document is added to a project.
Try ItNew Photo
Triggers when a new photo is added to a company project.
Try ItNew Project
Triggers when you add a new project.
Try It
