AccuLynx + Review Rover
Create or update Review Rover contacts based on new AccuLynx job milestones
Easily manage your AccuLynx job lists based on milestones and keep your Review Rover contacts updated with this workflow. Whenever there's a change in your job list by milestone in AccuLynx, it will directly result in the creation or update of a contact in Review Rover. This simple automation offers a seamless way to ensure your Review Rover contact list is always up-to-date with your AccuLynx job statuses.
Easily manage your AccuLynx job lists based on milestones and keep your Review Rover contacts updated with this workflow. Whenever there's a change in your job list by milestone in AccuLynx, it will directly result in the creation or update of a contact in Review Rover. This simple automation offers a seamless way to ensure your Review Rover contact list is always up-to-date with your AccuLynx job statuses.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create or Update Contact
Creates a new Contact or updates an existing one if the email is already in use.
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Standard MilestonesRequired
Try ItContactRequired
Lead source
Job category
Work type
Trade type
Notes
Priority
First street
Second street
City
State
Country
Zip code
Search term
NameRequired
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
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
NameRequired
NameRequired
