AccuLynx + Wave
Create Wave customers from new AccuLynx jobs by milestone
Easily manage your AccuLynx job milestones and customer information in Wave with this efficient workflow. When new job milestones are reached in AccuLynx, this automation will create a new customer in the Wave app, ensuring seamless data transfer and organization. Streamline your processes and keep your customer database up to date with this time-saving solution.
Easily manage your AccuLynx job milestones and customer information in Wave with this efficient workflow. When new job milestones are reached in AccuLynx, this automation will create a new customer in the Wave app, ensuring seamless data transfer and organization. Streamline your processes and keep your customer database up to date with this time-saving solution.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
- Free forever for core features
- 14 day trial for premium features & apps
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
