AccuLynx + Google Sheets
List new jobs by milestone in AccuLynx and create a corresponding row at the top of your Google Sheets spreadsheet
Stay organized and quicken job tracking with this AccuLynx and Google Sheets workflow. When you update job milestones in AccuLynx, the workflow immediately captures and places these updates on the top row of your Google Sheets spreadsheet. This allows for real-time, efficient management of your tasks while simultaneously reducing the risk of overlooking important updates.
Stay organized and quicken job tracking with this AccuLynx and Google Sheets workflow. When you update job milestones in AccuLynx, the workflow immediately captures and places these updates on the top row of your Google Sheets spreadsheet. This allows for real-time, efficient management of your tasks while simultaneously reducing the risk of overlooking important updates.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Spreadsheet Row at Top
Creates a new spreadsheet row at the top of a spreadsheet (after the header row).
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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
