AccuLynx + NetSuite
List new AccuLynx jobs by milestone and create records in NetSuite automatically
Keep track of your job progress seamlessly with this workflow. When you reach a milestone on your job list in AccuLynx, a corresponding record gets created in NetSuite. This can streamline your project management process, ensuring no milestone goes unnoticed and every job achievement is documented accurately.
Keep track of your job progress seamlessly with this workflow. When you reach a milestone on your job list in AccuLynx, a corresponding record gets created in NetSuite. This can streamline your project management process, ensuring no milestone goes unnoticed and every job achievement is documented accurately.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Record
Creates a new record. Supports standard and custom records.
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Standard MilestonesRequired
Try ItRecord TypeRequired
Try ItRecord TypeRequired
Try ItRecord TypeRequired
Internal IDRequired
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 Extention 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
Standard or Custom Record Type?Required
Select a Saved SearchRequired
Try ItRecord TypeRequired
RecordRequired
File to attachRequired
Record TypeRequired
RecordRequired
File to detachRequired
