AccuLynx + Microsoft Outlook
List new AccuLynx jobs by milestone and create corresponding events in Microsoft Outlook
Whenever a new milestone is added to the list of jobs in your AccuLynx account, a corresponding event gets instantly created in your Microsoft Outlook. This seamless integration simplifies tracking key project events and ensures your schedule remains up-to-date without manual data entry. It's an efficient way to stay on top of important milestones in your AccuLynx projects using your preferred calendar tool, Microsoft Outlook.
Whenever a new milestone is added to the list of jobs in your AccuLynx account, a corresponding event gets instantly created in your Microsoft Outlook. This seamless integration simplifies tracking key project events and ensures your schedule remains up-to-date without manual data entry. It's an efficient way to stay on top of important milestones in your AccuLynx projects using your preferred calendar tool, Microsoft Outlook.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Event
Create an event in the calendar of your choice.
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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
