AccuLynx + SumoQuote
List new or updated jobs by milestone in AccuLynx and create projects in SumoQuote
Automate your project workflow seamlessly with AccuLynx and SumoQuote. Whenever a new job list is generated in AccuLynx, this workflow instantly creates a corresponding project in SumoQuote. This saves you time and reduces manual data entry, allowing you to focus more on strategic tasks to grow your business.
Automate your project workflow seamlessly with AccuLynx and SumoQuote. Whenever a new job list is generated in AccuLynx, this workflow instantly creates a corresponding project in SumoQuote. This saves you time and reduces manual data entry, allowing you to focus more on strategic tasks to grow your business.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Project
Creates a new SumoQuote Project
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Standard Milestones
Try ItEmail Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try ItEmail Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try ItReport Sent for Signatures
Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.
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
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try ItProject Created
Triggers when a new SumoQuote project is created.
Try ItReport Signed
Triggers when a Report is signed by all signatories.
Try It
