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
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
