AccuLynx + Microsoft Excel
AccuLynx + Microsoft Excel
AccuLynx + Microsoft Excel integrations
Add new rows in Microsoft Excel for updated job lists by milestone in AccuLynx
Stay on top of your project milestones with this efficient workflow. When a list of jobs by milestone is updated in AccuLynx, it will then promptly add a row of information in your Microsoft Excel spreadsheet. This seamless connection eliminates manual data entry, ensuring that project status and information are always up-to-date in your Excel records. You'll gain time to focus more on your tasks at hand and less on tracking project details.
- When this happens...List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
- automatically do this!Add RowAdds a new row to the end of a worksheet.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with AccuLynx and Microsoft Excel
Discover other triggers and actions you can use with AccuLynx and Microsoft Excel
- Standard MilestonesRequired
Try ItTriggerPolling- ContactRequired
- Lead source
- Job category
- Work type
- Trade type
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
ActionWrite- Search term
ActionSearch- NameRequired
ActionSearch
- 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
ActionWrite- 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
ActionWrite- NameRequired
ActionSearch- NameRequired
ActionSearch
About AccuLynx
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
Related categories
Similar apps
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
Related categories
Similar apps
OneDrive
File Management & Storage, Microsoft
Smartsheet
Spreadsheets
Quip
Documents