AccuLynx + pulseM

AccuLynx + pulseM integrations

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.

When this happens...
List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
TriggerPolling
automatically do this!
Send pulseCheckSend a pulseM pulseCheck to your customer.
ActionWrite

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More things you can do with AccuLynx and pulseM

Discover other triggers and actions you can use with AccuLynx and pulseM

- Standard Milestones
  Required
Trigger
Polling
Try It
- Contact
  Required
- Lead source
- Job category
- Work type
- Trade type
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
Action
Write
- Search term
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search

- Customer Phone
- Customer Email
- Customer Name
- Customer Address
- Technician
Action
Write

- Contact type
  Required
- First name
  Required
- Last name
  Required
- 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 name
  Required
- 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
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Customer Phone
- Customer Email
- Customer Name
- Customer Address
- Technician
Action
Write
- Customer Phone
- Customer Email
- Customer Name
- Customer Address
- Technician
Action
Write

About AccuLynx

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

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About pulseM

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