AccuLynx + SmartSuite
Create records in SmartSuite for new AccuLynx jobs by milestone
Effortlessly manage your project milestones and streamline your record-keeping process with this workflow. When a new list of jobs by milestone is generated in AccuLynx, a record will be automatically created in the SmartSuite app. This integration helps you stay organized and enhances project tracking without any manual intervention.
Effortlessly manage your project milestones and streamline your record-keeping process with this workflow. When a new list of jobs by milestone is generated in AccuLynx, a record will be automatically created in the SmartSuite app. This integration helps you stay organized and enhances project tracking without any manual intervention.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Record
Triggers when new record is created.
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Standard Milestones
Try ItSolutionRequired
TableRequired
Try ItSolutionRequired
TableRequired
SolutionRequired
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 Extention 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
SolutionRequired
TableRequired
Try ItSolutionRequired
SolutionRequired
TableRequired
RecordRequired
About AccuLynx
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout SmartSuite
SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.