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
Triggers when you 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 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
