AccuLynx + Signpost
Create or update Signpost contacts for new AccuLynx jobs by milestone
Streamline your customer management process with this seamless workflow. When you update job listings by Milestone in AccuLynx, it prompts a corresponding update or creation of a new contact in the Signpost app. This automation not only makes your job easier but also ensures your data is always up-to-date, enhancing your customer communication and management capabilities.
Streamline your customer management process with this seamless workflow. When you update job listings by Milestone in AccuLynx, it prompts a corresponding update or creation of a new contact in the Signpost app. This automation not only makes your job easier but also ensures your data is always up-to-date, enhancing your customer communication and management capabilities.
- 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 Contact, or updates the Contact if it already exists.
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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
