AccuLynx + NiceJob
Enroll new contacts in NiceJob when AccuLynx updates the list of jobs by milestone
Stay ahead of your project milestones with this efficient workflow. Whenever a new milestone job list is generated in AccuLynx, this process will initiate an enrolment for the associated contact in NiceJob. This eliminates the need for manual transfer of information between the two systems, saving you valuable time and ensuring timely communication with your clients.
Stay ahead of your project milestones with this efficient workflow. Whenever a new milestone job list is generated in AccuLynx, this process will initiate an enrolment for the associated contact in NiceJob. This eliminates the need for manual transfer of information between the two systems, saving you valuable time and ensuring timely communication with your clients.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Enroll Contact
Enrolls a contact into a NiceJob campaign, defaulting to the Get Reviews campaign.
- Free forever for core features
- 14 day trial for premium features & apps
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
