AccuLynx + Spotio
Update records in Spotio when new jobs by milestone are listed in AccuLynx
This workflow springs into action when you have a new List of Jobs by Milestone in AccuLynx. It promptly updates a corresponding record in Spotio. By bridging AccuLynx and Spotio, this automation brings a seamless information exchange, eliminating the need for manual updates. This is ideal for businesses looking to maximize productivity and ensure consistency of information across both platforms.
This workflow springs into action when you have a new List of Jobs by Milestone in AccuLynx. It promptly updates a corresponding record in Spotio. By bridging AccuLynx and Spotio, this automation brings a seamless information exchange, eliminating the need for manual updates. This is ideal for businesses looking to maximize productivity and ensure consistency of information across both platforms.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Update Record
Update existing dataObject
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Standard Milestones
Try ItActivity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Try ItActivity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Try ItDocument Added to Record
Triggers when document is added to record.
Try It
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
Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Try ItAppointment Created
Triggers when appointment for lead is created.
Try ItRecord Created
Triggers when record is created.
Try It
