AccuLynx + Notion
Generate a list of jobs by milestone in AccuLynx and create new database items in Notion
Stay organized and efficient when managing project milestones with this clever AccuLynx to Notion workflow. Whenever a new list of jobs by milestone is produced in AccuLynx, it will directly create a corresponding database item in Notion. This way, you make sure all your important project data is readily accessible and neatly documented in one place, without the need for manual entries. Enhance your project management with this seamless workflow.
Stay organized and efficient when managing project milestones with this clever AccuLynx to Notion workflow. Whenever a new list of jobs by milestone is produced in AccuLynx, it will directly create a corresponding database item in Notion. This way, you make sure all your important project data is readily accessible and neatly documented in one place, without the need for manual entries. Enhance your project management with this seamless workflow.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Data Source Item
Creates an item in a data source.
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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
