AccuLynx + Roofr
AccuLynx + Roofr
AccuLynx + Roofr integrations
Create new Roofr jobs and customers from updated AccuLynx job milestones
Streamline your project management process with this seamless AccuLynx and Roofr integration. When you create a new milestone in AccuLynx, the workflow instantly generates a corresponding job and customer in Roofr. This way, you can ensure your construction projects and clients are always up-to-date across different platforms, reducing manual data entry and enhancing productivity.
- When this happens...List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with AccuLynx and Roofr
Discover other triggers and actions you can use with AccuLynx and Roofr
- 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 Roofr
Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.
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