AccuLynx + Timeero
Manage new AccuLynx jobs by milestone with Timeero job creation
This workflow provides an efficient system for managing your jobs and milestones with AccuLynx and Timeero. When a list of jobs by milestone is updated in AccuLynx, a new job gets created in Timeero, ensuring your job data is consistently updated across both platforms. Save time, reduce manual work, and streamline your project management with this handy workflow.
This workflow provides an efficient system for managing your jobs and milestones with AccuLynx and Timeero. When a list of jobs by milestone is updated in AccuLynx, a new job gets created in Timeero, ensuring your job data is consistently updated across both platforms. Save time, reduce manual work, and streamline your project management with this handy workflow.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Job
Creates a new job
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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
