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
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 Milestones
Try ItFilterRequired
Try ItFileRequired
FilenameRequired
Related IdRequired
Attachment Type
Description
External ID
Display NameRequired
First Name
Last Name
Company
Email
Contact Type
Status Name
Source Name
Description
Sales Rep Name
Home Phone
Mobile Phone
Work Phone
Fax Number
Website
Address Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
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
FilterRequired
Try ItFirst Name
Last Name
Company
Email
Contact Type
Status Name
Source Name
Description
Sales Rep Name
Home Phone
Mobile Phone
Work Phone
Fax Number
Website
Address Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
IdRequired
First Name
Last Name
Company
Email
Contact Type
Status Name
Source Name
Description
Sales Rep Name
Home Phone
Mobile Phone
Work Phone
Fax Number
Website
Address Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
