AccuLynx + WooSender
Manage new AccuLynx jobs by moving opportunities to pipeline/stage in WooSender
When a new job milestone is reached in AccuLynx, this efficient workflow ensures that an opportunity is immediately created or shifted to a new stage in WooSender. Instead of manually keeping tabs on job progress and updating your sales pipeline, let this automation do the work for you. This way, your pipeline always reflects the latest developments, helping to streamline your business operations.
When a new job milestone is reached in AccuLynx, this efficient workflow ensures that an opportunity is immediately created or shifted to a new stage in WooSender. Instead of manually keeping tabs on job progress and updating your sales pipeline, let this automation do the work for you. This way, your pipeline always reflects the latest developments, helping to streamline your business operations.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Add/Move Opportunity to Pipeline/Stage
Add/Move Opportunity to Pipeline/Stage
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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
