AccuLynx + Salescaptain

AccuLynx + Salescaptain integrations

List new jobs by milestone in AccuLynx and trigger review request in Salescaptain

Easily manage your jobs and review process across platforms with this streamlined workflow. When you set a milestone for a job in AccuLynx, this automation triggers a review request from SalesCaptain immediately. It simplifies your progress tracking by handling the communication part for you, saving you valuable time to focus on other pivotal tasks. This built-in collaboration between AccuLynx and SalesCaptain keeps your job reviews timely and efficient.

When this happens...
List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
TriggerPolling
automatically do this!
Send Review Request From SalesCaptainSend Review Request From SalesCaptain
ActionWrite

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More things you can do with AccuLynx and Salescaptain

Discover other triggers and actions you can use with AccuLynx and Salescaptain

- 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
- Name
  Required
Action
Search

- Company Id
  Required
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Phone Number
  Required
- Email
- Message
- Tags
- Custom field 1 name
- Custom field 1 value
- Custom field 2 name
- Custom field 2 value
Action
Write

- Name
- Phone
- Email
Action
Write
- First Name
  Required
- Last Name
- Phone Number
- Email
- Tags
- Date and Time
- Custom Field 1
- Custom Field 2
Action
Write
- First Name
- Last Name
- Phone number
- Email
Action
Write
- Summary
- Creator Email
- Organizer Email
- Event Begins
- Attendees
- Hangout Link
- Attendee Emails
- Start Time Pretty
- End Time
- End Time Pretty
Action
Write
- First Name
  Required
- Last Name
- Phone number
  Required
- Email
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Tags
Action
Write

- 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
- Company id
  Required
Trigger
Instant
Try It
- Company Id
  Required
Trigger
Instant
Try It
- Name
- Phone
- Email
Action
Write
- Full Name
  Required
- Email
- Phone Numer
- Description
Action
Write
- First Name
- Last Name
- Phone
- Email
- Current Milestone
Action
Write
- Name
- Phone
- Email
Action
Write
- Order Number
- Phone Number
- Amount
- name
Action
Write

About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Salescaptain

SalesCaptain is an AI-powered customer experience marketing (CXM) platform that helps local businesses win.

HelpHelp

Related categories

Sales & CRM

Related Zap Templates

List new milestone jobs in AccuLynx and send them to Salescaptain

Related Zap Templates

List new milestone jobs in AccuLynx and send them to Salescaptain