AccuLynx + JobProgress

Create new JobProgress customers from updated job milestones list in AccuLynx

Keep your job management in sync with this seamless workflow. As soon as your AccuLynx app identifies a new list of jobs by Milestone, the same details are concurrently populated into the JobProgress app. This automation enhances consistency across your platforms and boosts productivity by ensuring that your job Milestones in AccuLynx and Customer creation in JobProgress share the same information. No more time lost in manual entries or discrepancies between your job tracking applications.

Keep your job management in sync with this seamless workflow. As soon as your AccuLynx app identifies a new list of jobs by Milestone, the same details are concurrently populated into the JobProgress app. This automation enhances consistency across your platforms and boosts productivity by ensuring that your job Milestones in AccuLynx and Customer creation in JobProgress share the same information. No more time lost in manual entries or discrepancies between your job tracking applications.

  1. When this happens...
    AccuLynxAccuLynx
    List of Jobs by Milestone

    Triggers when you get a list of current jobs by Milestone.

    TriggerPolling
  2. automatically do this!
    JobProgressJobProgress
    Create Customer

    Create a Customer in jobprogress

    ActionWrite
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Supported triggers and actions

    • 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

    Action
    Write
    • 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

    Action
    Write
    • NameRequired

    Action
    Search
    • NameRequired

    Action
    Search
acculynx logo
acculynx logo

About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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jobprogress logo
jobprogress logo

About JobProgress

JobProgress is a business productivity platform for all home improvement contractors

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier