AccuLynx + Microsoft Outlook integrations
Send email notifications with Microsoft Outlook for new job milestones in AccuLynx
Stay organized and streamline your communications with this workflow. When a new job milestone is reached in AccuLynx, an email is immediately sent from your Microsoft Outlook account. This way, you ensure important updates are communicated promptly, enhancing your project management and collaboration.
- When this happens...List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
- automatically do this!Send EmailSend an email from your Outlook account.
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More things you can do with AccuLynx and Microsoft Outlook
Discover other triggers and actions you can use with AccuLynx and Microsoft Outlook
- Standard MilestonesRequired
Try ItTriggerPolling- ContactRequired
- Lead source
- Job category
- Work type
- Trade type
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
ActionWrite- Search term
ActionSearch- NameRequired
ActionSearch
- 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
ActionWrite- 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
ActionWrite- NameRequired
ActionSearch- NameRequired
ActionSearch
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
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