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
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.
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Standard Milestones
Try ItPerson Created or Updated
Triggers when a new person is created or an existing person is updated.
Try ItPerson IDRequired
Employee IDs
Name
Amount
Scheduled At
Complete
Completed At
Tags
EmailRequired
First Name
Last Name
Phone Number
Position
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
Review Created or Updated
Triggers when a new review is created or an existing review is updated.
Try ItPerson IDRequired
Employee IDs
Name
Description
Status
Completed At
Tags
Person IDsRequired
Subtotal
Discount
Tax
TotalRequired
BalanceRequired
Paid
Status
Tags
