AccuLynx + Copper
Create new people in Copper from updated job lists by milestone in AccuLynx
Easily bridge your project management processes between AccuLynx and Copper. This automatic workflow activates when a job milestone is achieved in AccuLynx, instantly creating a person in your Copper app. This connection allows for seamless data transfer, eliminating manual entries, promoting efficiency and enhancing your team's focus on vital tasks. A smart solution to centralize crucial project details and foster superior team communication.
Easily bridge your project management processes between AccuLynx and Copper. This automatic workflow activates when a job milestone is achieved in AccuLynx, instantly creating a person in your Copper app. This connection allows for seamless data transfer, eliminating manual entries, promoting efficiency and enhancing your team's focus on vital tasks. A smart solution to centralize crucial project details and foster superior team communication.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Person
Creates a new Person.
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Standard Milestones
Try ItEntity TypeRequired
Activity TypeRequired
Try ItNew Person
Triggers when a new Person is created in Copper.
Try ItNew Lead
Triggers when a Lead is created in Copper.
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 Company
Triggers when a new Company is created in Copper.
Try ItNew Opportunity
Triggers when an Opportunity is created in Copper.
Try ItNew Project
Triggers when a new Project is created in Copper.
Try It
