AccuLynx + SoTellUs
Create invites to review in SoTellUs for new jobs by milestone listed in AccuLynx
Improve your review process with this AccuLynx and SoTellUs integration. Once set up, whenever there's a new job listed by milestone in AccuLynx, an invitation to review will be immediately generated in SoTellUs. This simple automation streamlines your process, enabling you to gather and manage feedback more efficiently.
Improve your review process with this AccuLynx and SoTellUs integration. Once set up, whenever there's a new job listed by milestone in AccuLynx, an invitation to review will be immediately generated in SoTellUs. This simple automation streamlines your process, enabling you to gather and manage feedback more efficiently.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Invite to Review
Create a new Invitation to Review
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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
