AccuLynx + Google Sheets
Generate worksheets in Google Sheets for new job milestones in AccuLynx
This workflow offers a valuable solution for AccuLynx users. Whenever a List of Jobs by Milestone comes up in AccuLynx, it immediately creates a detailed worksheet in your Google Sheets. Simplifying data organization, this workflow helps track job progress with ease, saving you time and improving project management efficiency.
This workflow offers a valuable solution for AccuLynx users. Whenever a List of Jobs by Milestone comes up in AccuLynx, it immediately creates a detailed worksheet in your Google Sheets. Simplifying data organization, this workflow helps track job progress with ease, saving you time and improving project management efficiency.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Worksheet
Creates a new worksheet in a Google Sheet.
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Standard MilestonesRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try It
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
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try It
