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
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Person
Creates a new Person.
- Free forever for core features
- 14 day trial for premium features & apps
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
