Monitor and send pulsechecks for new AccuLynx jobs by milestone in pulseM
Keep track of your AccuLynx job milestones and seamlessly send progress updates to your pulseM account with this automation. When a new job milestone is reached in AccuLynx, this workflow will trigger and send a pulseCheck in pulseM, helping you streamline communication and stay updated on important project developments. Save time and improve efficiency by connecting your AccuLynx and pulseM tasks with this convenient integration.
Keep track of your AccuLynx job milestones and seamlessly send progress updates to your pulseM account with this automation. When a new job milestone is reached in AccuLynx, this workflow will trigger and send a pulseCheck in pulseM, helping you streamline communication and stay updated on important project developments. Save time and improve efficiency by connecting your AccuLynx and pulseM tasks with this convenient integration.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Send pulseCheck
Send a pulseM pulseCheck to your customer.
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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


