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.
- When this happens...List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
- automatically do this...TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...UtilitiesVarious utilities like "choose value from list" or "look up in table" (with line-item support).
- then do this!Create or Update JobSiteCreates or Updates a JobSite
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More things you can do with these apps
Discover other triggers and actions you can use with AccuLynx, Formatter by Zapier, and more
- Standard MilestonesRequired
Try ItTriggerPolling- ContactRequired
- Lead source
- Job category
- Work type
- Trade type
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
ActionWrite- Search term
ActionSearch- NameRequired
ActionSearch
- 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
ActionWrite- 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
ActionWrite- NameRequired
ActionSearch- NameRequired
ActionSearch
About AccuLynx
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
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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.