AccuLynx + JobNimbus
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.
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.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Contact
Creates a new contact with Display Name.
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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
