AccuLynx + Wave
AccuLynx + Wave
AccuLynx + Wave integrations
Create Wave customers from new AccuLynx jobs by milestone
Effortlessly keep your customer records up-to-date with this AccuLynx and Wave workflow. When new job milestones are reached in AccuLynx, this automation creates a corresponding customer entry in Wave, ensuring your contacts are always current and accurate. Save time and stay organized by integrating these two essential platforms for seamless project tracking and customer management.
- When this happens...List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
- automatically do this!Create CustomerCreates a customer in a business that you choose.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with AccuLynx and Wave
Discover other triggers and actions you can use with AccuLynx and Wave
- Standard MilestonesRequired
Try ItTriggerPolling- ContactRequired
- Lead source
- Job category
- Work type
- Trade type
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
ActionWrite- Search term
ActionSearch- NameRequired
ActionSearch
- 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
ActionWrite- 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
ActionWrite- NameRequired
ActionSearch- NameRequired
ActionSearch
About AccuLynx
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
Related categories
Similar apps
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Wave
Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.
Related categories
Similar apps
Xero
Accounting
QuickBooks Online
Accounting
FreeAgent
Accounting