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AccuLynx + Pluspoint

Email Pluspoint surveys for new lists of completed jobs in AccuLynx

Set up this Zap to automatically email a Pluspoint survey for each new list of completed jobs in AccuLynx. Automate your feedback collection, improve customer satisfaction, and enhance your online reputation seamlessly.

Set up this Zap to automatically email a Pluspoint survey for each new list of completed jobs in AccuLynx. Automate your feedback collection, improve customer satisfaction, and enhance your online reputation seamlessly.

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

    Get a list of current jobs by Milestone.

    TriggerScheduled
  2. automatically do this!
    PluspointPluspoint
    Send Email Survey

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

    ActionWrite
Start free with email
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Supported triggers and actions

What does this mean?
    • Standard Milestones

    Trigger
    Scheduled
    Try It
    • LocationsRequired

    • First Name

    • Last Name

    • Phone Number

    • Email

    • Instagram Username

    • Facebook Username

    • Labels

    • Unsubscribed

    Action
    Write
    • First Name

    • Last Name

    • Phone NumberRequired

    • Payment Date

    • Message delay

    Action
    Write
    • 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
    • First Name

    • Last Name

    • EmailRequired

    • Payment Date

    • Message delay

    Action
    Write
    • First Name

    • Last Name

    • Phone NumberRequired

    • Payment Date

    • Message delay

    Action
    Write
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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Pluspoint

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

Related categories