AccuLynx + Gmail
Send emails in Gmail for new jobs listed by milestones in AccuLynx
Streamline your task management by linking your AccuLynx and Gmail applications. When a list of jobs by milestone occurs in your AccuLynx, an email is promptly sent through your Gmail account. This efficient workflow minimizes manual effort, keeps you on top of your milestones, and improves your communication significantly.
Streamline your task management by linking your AccuLynx and Gmail applications. When a list of jobs by milestone occurs in your AccuLynx, an email is promptly sent through your Gmail account. This efficient workflow minimizes manual effort, keeps you on top of your milestones, and improves your communication significantly.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Send Email
Triggers when a new email appears in the specified mailbox.
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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
