AccuLynx + Google Sheets
Create multiple spreadsheet rows in Google Sheets for new jobs by milestone in AccuLynx
Streamline your job tracking with this workflow. When a new milestone is reached on a job in AccuLynx, it will add multiple rows to a selected Google Sheets spreadsheet. This enables seamless record-keeping and efficient tracking of job progress without the need for manual data entry. Keep your team updated and ensure no milestones are missed with this simple yet powerful automation.
Streamline your job tracking with this workflow. When a new milestone is reached on a job in AccuLynx, it will add multiple rows to a selected Google Sheets spreadsheet. This enables seamless record-keeping and efficient tracking of job progress without the need for manual data entry. Keep your team updated and ensure no milestones are missed with this simple yet powerful automation.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Multiple Spreadsheet Rows
Create one or more new rows in a specific spreadsheet (with line item support).
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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
