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AccuLynx + Pluspoint + Formatter by Zapier

Send Pluspoint surveys via SMS messages for newly completed AccuLynx jobs

Whenever a new job is completed in AccuLynx, this template will send an SMS containing a Pluspoint survey to your customer. This process enables you to gather immediate feedback and encourages satisfied customers to leave reviews on Google, Trustpilot, and other review platforms. Streamline your post-job process, automate feedback collection, and bolster your online reputation with this efficient integration.

Whenever a new job is completed in AccuLynx, this template will send an SMS containing a Pluspoint survey to your customer. This process enables you to gather immediate feedback and encourages satisfied customers to leave reviews on Google, Trustpilot, and other review platforms. Streamline your post-job process, automate feedback collection, and bolster your online reputation with this efficient integration.

  1. When this happens...
    AccuLynxAccuLynx
    List of Jobs by Milestone

    Get a list of current jobs by Milestone.

    TriggerScheduled
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Numbers

    Work with numeric data to do math operations, reformat currencies, and more (with line-item support).

    ActionWrite
  3. then do this!
    PluspointPluspoint
    Send SMS Survey

    Sends an automated text message to the client with a request to rate the service and leave a positive review on connected review sites. The SMS is sent within an hour after the action is triggered unless a custom delay is specified.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • 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 Extention 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

    • TransformRequired

    Action
    Write

    • TransformRequired

    Action
    Write

    • First Name

    • Last Name

    • EmailRequired

    • Payment Date

    • Message delay

    Action
    Write
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acculynx logo

About AccuLynx

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Pluspoint

Pluspoint is customer reviews software that helps you to automate review generation, manage reputation and get more customers.

Related categories

formatter logo
formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Related categories