AccuLynx + NiceJob
Manage new or updated jobs by milestone in AccuLynx with person creation or update in NiceJob
Maintain consistency and save time with this integration that utilizes AccuLynx and the NiceJob app. When a new job by milestone is listed on AccuLynx, corresponding person details are instantly created or updated on NiceJob. This simplifies your data handling tasks, allowing you to focus more on meeting milestones and enhancing operational efficiency. You'll keep your records aligned across both platforms without any manual effort.
Maintain consistency and save time with this integration that utilizes AccuLynx and the NiceJob app. When a new job by milestone is listed on AccuLynx, corresponding person details are instantly created or updated on NiceJob. This simplifies your data handling tasks, allowing you to focus more on meeting milestones and enhancing operational efficiency. You'll keep your records aligned across both platforms without any manual effort.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
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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
