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AccuLynx + pulseM

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.

  1. When this happens...
    pulseMpulseM
    Send pulseCheck

    Send a pulseM pulseCheck to your customer.

    ActionWrite
  2. automatically do this!
    AccuLynxAccuLynx
    List of Jobs by Milestone

    Get a list of current jobs by Milestone.

    TriggerScheduled
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Supported triggers and actions

What does this mean?
    • Customer Phone

    • Customer Email

    • Customer Name

    • Customer Address

    • Technician

    Action
    Write
    • Customer Phone

    • Customer Email

    • Customer Name

    • Customer Address

    • Technician

    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
acculynx logo
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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pulsem logo
pulsem logo

About pulseM

PulseM is a customer engagement tool for the home services market which helps you to stay connected with your customers.

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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