AccuLynx + Roofr
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.
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 Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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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
