AccuLynx + Miro
Create cards in Miro for every new list of jobs by milestone in AccuLynx
Manage your AccuLynx jobs more efficiently with this handy workflow. When you update your list of jobs by milestone in AccuLynx, a related card is instantly created in your Miro app. This smooth integration aids in visual project tracking, enhancing team collaboration and reducing the need for manual data entry. Stay organized and boost productivity with this simple yet effective automation.
Manage your AccuLynx jobs more efficiently with this handy workflow. When you update your list of jobs by milestone in AccuLynx, a related card is instantly created in your Miro app. This smooth integration aids in visual project tracking, enhancing team collaboration and reducing the need for manual data entry. Stay organized and boost productivity with this simple yet effective automation.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Card
Creates a new card on a board
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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
