AccuLynx + monday.com
List new AccuLynx jobs by milestone and create corresponding items in monday.com
Instantly manage your tasks better with this nifty workflow. Whenever a new list of jobs by milestone appears in AccuLynx, a corresponding item is created in the monday.com app. This streamlines your project management process, ensuring you never miss a task and always stay on top of your milestones. A seamless way to keep your team's mission-critical tasks in check.
Instantly manage your tasks better with this nifty workflow. Whenever a new list of jobs by milestone appears in AccuLynx, a corresponding item is created in the monday.com app. This streamlines your project management process, ensuring you never miss a task and always stay on top of your milestones. A seamless way to keep your team's mission-critical tasks in check.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Item
Create a new Item in 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
