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...
    AccuLynxAccuLynx
    List of Jobs by Milestone

    Triggers when you get a list of current jobs by Milestone.

    TriggerPolling
  2. automatically do this!
    pulseMpulseM
    Send pulseCheck

    Send a pulseM pulseCheck to your customer.

    ActionWrite
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Supported triggers and actions

    • 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

    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 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
    • NameRequired

    Action
    Search
    • NameRequired

    Action
    Search
acculynx logo
acculynx logo

About AccuLynx

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

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.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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