AccuLynx + Google Docs
Create new Google Docs documents from listed jobs by milestones in AccuLynx
Generate detailed Google Docs from your AccuLynx job milestones with this seamless workflow. Once set up, every time a job milestone is achieved in AccuLynx, a document with all related information is created in Google Docs. This ensures you keep track of milestones efficiently while maintaining detailed documentation for each job. A perfect tool for businesses looking to save time on tracking and paperwork.
Generate detailed Google Docs from your AccuLynx job milestones with this seamless workflow. Once set up, every time a job milestone is achieved in AccuLynx, a document with all related information is created in Google Docs. This ensures you keep track of milestones efficiently while maintaining detailed documentation for each job. A perfect tool for businesses looking to save time on tracking and paperwork.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Document from Text
Create a new document from text. Also supports limited HTML.
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Standard Milestones
Try ItNew Document
Triggers when a new document is added (inside any folder).
Try ItFolder
Document NameRequired
Text to AppendRequired
FileRequired
Specify Document Name
Folder
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
Folder
Try ItTemplate DocumentRequired
New Document NameRequired
Folder for new Document
Sharing Preference
Unused Fields Preference
Document NameRequired
Document ContentRequired
Folder
