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  • RealWork logoRealWork logo
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  • AccuLynx logoAccuLynx logo
  • RealWork logoRealWork logo
  • Formatter by Zapier logoFormatter by Zapier logo

AccuLynx + RealWork + Formatter by Zapier

AccuLynx + RealWork + Formatter by Zapier

AccuLynx + RealWork integrations

Create or update JobSites in RealWork Labs for new lists of jobs by Milestone in AccuLynx

Set up this integration to easily map your Acculynx invoiced customer information to RealWork Labs. Once it's in place, this Zap automatically adds or updates a RealWork Labs JobSite for each new list of jobs by Milestone in AccuLynx.

  1. When this happens...
    List of Jobs by Milestone
    List of Jobs by Milestone
    List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
  2. automatically do this...
    Text
    Text
    TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
  3. then do this...
    Utilities
    Utilities
    UtilitiesVarious utilities like "choose value from list" or "look up in table" (with line-item support).
  4. then do this!
    Create or Update JobSite
    Create or Update JobSite
    Create or Update JobSiteCreates or Updates a JobSite
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Discover other triggers and actions you can use with AccuLynx, Formatter by Zapier, and more

    • 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
    • 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
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About AccuLynx
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
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About RealWork
RealWork is a leading software for home service businesses, helping you get reviews, showcase work, and build trust to grow online.
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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
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Related Zap Templates

  • Add newly approved AccuLynx jobs to RealWork Labs

 

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