AccuLynx + OneLocal LocalReviews

List new AccuLynx jobs by milestone and request feedback using OneLocal LocalReviews

Simplify your project management and reputation enhancement process with this easy workflow. Whenever a new job reaches a milestone in AccuLynx, it prompts OneLocal LocalReviews to request feedback. This process not only helps in keeping tabs on job progress but also aids in garnering reviews real-time, keeping your business always eminent and customer feedback-driven. Get your job milestones and review requests handled seamlessly without lifting a finger.

When this happens...
List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
TriggerPolling
automatically do this!
Request FeedbackSends a feedback request to a phone number or email address
ActionWrite

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More things you can do with AccuLynx and OneLocal LocalReviews

Discover other triggers and actions you can use with AccuLynx and OneLocal LocalReviews

Contact Added
Triggers when a new Contact is added. This action registers a webhook listener for the contact_added event.
Trigger
Instant
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- Standard Milestones
  Required
Trigger
Polling
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Job Company Representative Assigned
Triggers when the representative for a job company is assigned. This action registers a webhook listener for the job_company_representative_assigned event.
Trigger
Instant
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Job Primary Contact Changed
Triggers when a Job changed its primary Contact. This action registers a webhook listener for the job_contacts_primary_changed event.
Trigger
Instant
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Job Initial Appointment Created
Triggers when a initial appointment is created for a job. This action registers a webhook listener for the job_initial_appointment_created event.
Trigger
Instant
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Job Milestone Current Changed
Triggers when the current milestone of a job is changed. This action registers a webhook listener for the job_milestone_current_changed event.
Trigger
Instant
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Job Trade Type Changed
Triggers when a trade type from a job is changed. This action registers a webhook listener for the job_trade_type_changed event.
Trigger
Instant
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- Contact type
  Required
- First name
  Required
- Last name
  Required
- Cross reference
- Company name
- Company job title
- Note
- Phone Number
- Extension
- Is primary?
- Can receive text messages?
- Phone number type
- Email Address
- Is primary?
- Email address type
- Street 1
- Street 2
- City
- Zip Code
- Country
- State
- Street 1
- Street 2
- City
- Zip Code
- Country
- State
Action
Write
- JobId
  Required
- Start date (UTC format)
  Required
- End date (UTC format)
  Required
- Notes
Action
Write
- Job ID
  Required
- Custom Field ID
  Required
- Field Type
  Required
- Field Values
  Required
Action
Write
- Search term
Action
Search
- JobId
  Required
Action
Search
- JobIdentifier
  Required
Action
Search
- Name
  Required
Action
Search
- Survey
- Sentiment
Trigger
Polling
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- Survey
  Required
- Preferred Delivery Method
  Required
- Contact Name
  Required
- Mobile Phone
- Secondary Phone
- Email
Action
Write

Contact Changed
Triggers when contact details have changed. This action registers a webhook listener for the contact_changed event.
Trigger
Instant
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Job Category Changed
Triggers when a job Category from a job is changed. This action registers a webhook listener for the job_category_changed event.
Trigger
Instant
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Job Company Representative Changed
Triggers when the representative for a job company is modified. This action registers a webhook listener for the job_company_representative_changed event.
Trigger
Instant
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Job Created
Triggers when a new job is created. This action registers a webhook listener for the job_created event.
Trigger
Instant
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Job Initial Appointment Updated
Triggers when an initial appointment is updated for a job. This action registers a webhook listener for the job.appointments.initial_updated event.
Trigger
Instant
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Job Milestone Status Current Changed
Triggers when the current status within a milestone of a job changes to another status in the same milestone.
Trigger
Instant
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Job Work Type Changed
Triggers when a work type from a job is changed. This action registers a webhook listener for the job_work_type_changed event.
Trigger
Instant
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- Contact ID
  Required
- Custom Field ID
  Required
- Field Type
  Required
- Field Values
  Required
Action
Write
- Contact
  Required
- Lead source
- Job category
- Work type
- Trade types
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
Action
Write
- First name
  Required
- 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
Action
Write
- ContactIdentifier
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
New Review
Triggers when you receive a new review.
Trigger
Polling
Try It

About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About OneLocal LocalReviews

LocalReviews by OneLocal provides a fully customizable survey & review generation tool for businesses so they can request feedback from their customers by text message or email & improve their online reputation.

HelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier