AccuLynx + NetSuite
AccuLynx + NetSuite
AccuLynx + NetSuite integrations
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.
- When this happens...List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
- automatically do this!Create RecordCreates a new record. Supports standard and custom records.
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More things you can do with AccuLynx and NetSuite
Discover other triggers and actions you can use with AccuLynx and NetSuite
- 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
About AccuLynx
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
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About NetSuite
NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more
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