AccuLynx + OneDrive
Organize new AccuLynx jobs by milestone into distinct OneDrive folders
Stay organized and efficient in your project management tasks with this automation. When a job reaches a new milestone in AccuLynx, a corresponding folder is instantly created in OneDrive. This helps you keep your files structured and easy to access, enhancing productivity and project tracking without the need for manual intervention.
Stay organized and efficient in your project management tasks with this automation. When a job reaches a new milestone in AccuLynx, a corresponding folder is instantly created in OneDrive. This helps you keep your files structured and easy to access, enhancing productivity and project tracking without the need for manual intervention.
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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
