AccuLynx + NetSuite
List new jobs by milestone in AccuLynx and create corresponding records in NetSuite
Streamline your project management process with this efficient workflow. Once a new job is listed by Milestone in your AccuLynx platform, the information is instantly transferred to NetSuite, creating a new record. It alleviates manual data entry, resulting in a smoother tracking system for your milestones. This automation helps you effortlessly maintain up-to-date records for a seamless business operation.
Streamline your project management process with this efficient workflow. Once a new job is listed by Milestone in your AccuLynx platform, the information is instantly transferred to NetSuite, creating a new record. It alleviates manual data entry, resulting in a smoother tracking system for your milestones. This automation helps you effortlessly maintain up-to-date records for a seamless business operation.
- 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.
- Free forever for core features
- 14 day trial for premium features & apps
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
