AccuLynx + CompanyCam
Add CompanyCam projects for new prospects in AccuLynx
Currently, Acculynx users must create a prospect in Acculynx and also create a project in CompanyCam. With this integration active, when a new prospect is added in Acculynx, a corresponding project will be created in CompanyCam. Automating this through Zapier allows users of the two platforms to cut out manual steps, save time, and get more consistent data.
Currently, Acculynx users must create a prospect in Acculynx and also create a project in CompanyCam. With this integration active, when a new prospect is added in Acculynx, a corresponding project will be created in CompanyCam. Automating this through Zapier allows users of the two platforms to cut out manual steps, save time, and get more consistent data.
- 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
