Connect AccuLynx and Microsoft Office 365 to power AI-driven automation
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How Zapier works
Zapier makes it easy to integrate AccuLynx with Microsoft Office 365 - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "List of Jobs by Milestone" from AccuLynx.
Add your action
An action happens after the trigger—such as "Create Event" in Microsoft Office 365.
You’re connected!
Zapier seamlessly connects AccuLynx and Microsoft Office 365, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Standard MilestonesRequired
Try ItTriggerPolling- ContactRequired
- Lead source
- Job category
- Work type
- Trade type
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
ActionWrite- Search term
ActionSearch- NameRequired
ActionSearch
- 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
ActionWrite- 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
ActionWrite- NameRequired
ActionSearch- NameRequired
ActionSearch
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Connect AccuLynx and Microsoft Office 365 to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Learn how to automate Microsoft Office 365 on the Zapier blog
Frequently Asked Questions about AccuLynx + Microsoft Office 365 integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with AccuLynx and Microsoft Office 365
How can I integrate AccuLynx with Microsoft Office 365?
You can integrate AccuLynx with Microsoft Office 365 using our platform by setting various triggers and actions. For instance, you might set a trigger in AccuLynx for when a new lead is created, which could then prompt an action in Office 365 to automatically add this lead as a new contact in Outlook.
What kind of triggers are available with the AccuLynx and Microsoft Office 365 integration?
With our integration, you can set up triggers such as new leads, job updates, or status changes in AccuLynx. These triggers can activate corresponding actions in Office 365 applications like Outlook or OneDrive.
What actions can be performed in Microsoft Office 365 through the integration?
The integration allows actions like creating a calendar event in Outlook whenever there is a new project update in AccuLynx or updating contact information when customer details change.
Can I automate email notifications using this integration?
Yes, you can automate email notifications through Outlook by setting triggers for key activities in AccuLynx. For example, when a job status changes to completed in AccuLynx, an automated email notification can be sent via Outlook to relevant stakeholders.
Are there any prerequisites for integrating these services?
To integrate AccuLynx with Microsoft Office 365, you need active accounts on both platforms and proper permissions set up to access the necessary data such as contacts and calendar events.
How often do the integrations sync between AccuLynx and Microsoft Office 365?
Our system enables real-time syncing between the two platforms for immediate updates. Whenever an event occurs that matches your defined triggers on AccuLynx, it promptly executes the corresponding action on Office 365.
Is it possible to customize which data is shared between platforms during integration?
Yes, you have full control over what data is exchanged between AccuLynx and Microsoft Office 365 through our customizable settings where you define specific triggers and actions based on your workflow needs.
