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
Triggers when you 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 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
