List new AccuLynx jobs by milestone and create corresponding folders in Dropbox
Streamline your job management process with this efficient workflow. When a new job is added to a milestone list in AccuLynx, a corresponding folder is created in Dropbox. This seamless process organizes crucial documents in one accessible place, saving you time and making management tasks easier. Embrace this automated solution for a smoother, more efficient way to handle job data.
Streamline your job management process with this efficient workflow. When a new job is added to a milestone list in AccuLynx, a corresponding folder is created in Dropbox. This seamless process organizes crucial documents in one accessible place, saving you time and making management tasks easier. Embrace this automated solution for a smoother, more efficient way to handle job data.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
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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





