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JobNimbus logoJobNimbus logo

AccuLynx + JobNimbus

AccuLynx + JobNimbus

AccuLynx + JobNimbus integrations

Create new JobNimbus contacts from updated list of jobs by milestone in AccuLynx

Manage your workflow more efficiently with this AccuLynx and JobNimbus automation. Once set up, every time a new job reaches a milestone in AccuLynx, a corresponding contact will be created in JobNimbus. This gives you a more streamlined process, ensuring that every significant job development leads to precise contact management, enhancing team coordination and client communication.

  1. When this happens...
    List of Jobs by Milestone
    List of Jobs by Milestone
    List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
    TriggerPolling
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact with Display Name.
    ActionWrite
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More things you can do with AccuLynx and JobNimbus

Discover other triggers and actions you can use with AccuLynx and JobNimbus

    • Standard Milestones
      Required
    Trigger
    Polling
    Try It
    • Contact
      Required
    • Lead source
    • Job category
    • Work type
    • Trade type
    • Notes
    • Priority
    • First street
    • Second street
    • City
    • State
    • Country
    • Zip code
    Action
    Write
    • Search term
    Action
    Search
    • Name
      Required
    Action
    Search
    • Contact type
      Required
    • First name
      Required
    • Last name
      Required
    • 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
    Action
    Write
    • First name
      Required
    • 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
    Action
    Write
    • Name
      Required
    Action
    Search
    • Name
      Required
    Action
    Search
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About AccuLynx
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
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jobnimbus logo
jobnimbus logo
About JobNimbus
JobNimbus CRM + Project Management for the service industry.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
Similar apps
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier