AccuLynx + Pipefy

AccuLynx + Pipefy integrations

Create new Pipefy cards from updated job lists by milestone in AccuLynx

Streamline your construction project management process with this automation. When a new job reaches a specific milestone in AccuLynx, a corresponding card gets generated in Pipefy, keeping your team informed and aligned. Save time and improve efficiency with this seamless workflow, as it allows you to focus on strategic tasks while reducing manual data entry.

When this happens...
List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
TriggerPolling
automatically do this!
Create CardCreates a new card.
ActionWrite

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More things you can do with AccuLynx and Pipefy

Discover other triggers and actions you can use with AccuLynx and Pipefy

- Standard Milestones
  Required
Trigger
Polling
Try It
- Contact
  Required
- Lead source
- Job category
- Work type
- Trade type
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
Action
Write
- Search term
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search

- Pipe
  Required
Trigger
Instant
Try It
- Pipe
  Required
Trigger
Instant
Try It

- Pipe
  Required
Trigger
Instant
Try It
- Table
Trigger
Instant
Try It
- Pipe
  Required
Action
Write
- Table
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Table
  Required
- Record Title
  Required
Action
Search

- Contact type
  Required
- First name
  Required
- Last name
  Required
- 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
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
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Pipe
  Required
Trigger
Instant
Try It
- Pipe
  Required
Trigger
Instant
Try It
- Pipe
  Required
Trigger
Instant
Try It
- Pipe
  Required
Trigger
Instant
Try It
- Table
Trigger
Instant
Try It
- Pipe
- Card Id
  Required
- Phase_id
  Required
Action
Write
- Pipe
- Field
  Required
- Card Id
  Required
- Field Type
Action
Write
- Pipe
  Required
- Title
- Assignee_ids
- Label_ids
Action
Search
- Pipe
  Required
- Title
- Assignee_ids
- Label_ids
Action
Search or write

About AccuLynx

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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

About Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past

Learn moreLearn moreHelpHelp

Related categories

Project Management