AccuLynx + WooSender

List new or updated jobs by milestone in AccuLynx and create or update contacts in WooSender

Keep your business contacts in the loop easily. This workflow begins as soon as a new milestone is achieved in your AccuLynx job list. It then quickly updates a contact or creates a new one in your WooSender application. This ensures all your contacts stay updated about your job progress, simplifying communication and increasing business efficiency.

When this happens...
List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
TriggerPolling
automatically do this!
Create or Update ContactCreate a new contact or updates an existing contact based on email address
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with AccuLynx and WooSender

Discover other triggers and actions you can use with AccuLynx and WooSender

Contact Added
Triggers when a new Contact is added. This action registers a webhook listener for the contact_added event.
Trigger
Instant
Try It
- Standard Milestones
  Required
Trigger
Polling
Try It
Job Company Representative Assigned
Triggers when the representative for a job company is assigned. This action registers a webhook listener for the job_company_representative_assigned event.
Trigger
Instant
Try It
Job Primary Contact Changed
Triggers when a Job changed its primary Contact. This action registers a webhook listener for the job_contacts_primary_changed event.
Trigger
Instant
Try It
Job Initial Appointment Created
Triggers when a initial appointment is created for a job. This action registers a webhook listener for the job_initial_appointment_created event.
Trigger
Instant
Try It

Job Milestone Current Changed
Triggers when the current milestone of a job is changed. This action registers a webhook listener for the job_milestone_current_changed event.
Trigger
Instant
Try It
Job Trade Type Changed
Triggers when a trade type from a job is changed. This action registers a webhook listener for the job_trade_type_changed event.
Trigger
Instant
Try It

- Contact type
  Required
- First name
  Required
- Last name
  Required
- Cross reference
- Company name
- Company job title
- Note
- Phone Number
- Extension
- Is primary?
- Can receive text messages?
- Phone number type
- Email Address
- Is primary?
- Email address type
- Street 1
- Street 2
- City
- Zip Code
- Country
- State
- Street 1
- Street 2
- City
- Zip Code
- Country
- State
Action
Write
- JobId
  Required
- Start date (UTC format)
  Required
- End date (UTC format)
  Required
- Notes
Action
Write
- Job ID
  Required
- Custom Field ID
  Required
- Field Type
  Required
- Field Values
  Required
Action
Write
- Search term
Action
Search
- JobId
  Required
Action
Search
- JobIdentifier
  Required
Action
Search
- Name
  Required
Action
Search
Appointment Cancelled
Appointment Cancelled By WooSender
Trigger
Instant
Try It
Appointment Updated
Appointment Updated By WooSender
Trigger
Instant
Try It
New Contact
Triggers when a new contact has been added on WooSender.
Trigger
Instant
Try It
- Pipeline
  Required
- Stage
  Required
Trigger
Instant
Try It
- Tags
  Required
Trigger
Instant
Try It
- Title
  Required
- Start time
  Required
- End time
  Required
- Appointment Assignee
- Description
- Contact ID
- Contact Email
- Contact Phone Number
- Contact Assignee
- Campaign
- Pipeline
- Stages
Action
Write
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write
- Id
  Required
- Title
  Required
- Start time
  Required
- End Time
  Required
- Appointment Assignee
  Required
- Contact ID
- Contact Email
- Contact Phone Number
- Description
- Call Contact Automatically
- Resend notification based on the appointment changes
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search
- First search property name
- Second search property name
- Third search property name
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Search or write

Contact Changed
Triggers when contact details have changed. This action registers a webhook listener for the contact_changed event.
Trigger
Instant
Try It
Job Category Changed
Triggers when a job Category from a job is changed. This action registers a webhook listener for the job_category_changed event.
Trigger
Instant
Try It
Job Company Representative Changed
Triggers when the representative for a job company is modified. This action registers a webhook listener for the job_company_representative_changed event.
Trigger
Instant
Try It
Job Created
Triggers when a new job is created. This action registers a webhook listener for the job_created event.
Trigger
Instant
Try It
Job Initial Appointment Updated
Triggers when an initial appointment is updated for a job. This action registers a webhook listener for the job.appointments.initial_updated event.
Trigger
Instant
Try It
Job Milestone Status Current Changed
Triggers when the current status within a milestone of a job changes to another status in the same milestone.
Trigger
Instant
Try It
Job Work Type Changed
Triggers when a work type from a job is changed. This action registers a webhook listener for the job_work_type_changed event.
Trigger
Instant
Try It
- Contact ID
  Required
- Custom Field ID
  Required
- Field Type
  Required
- Field Values
  Required
Action
Write
- Contact
  Required
- Lead source
- Job category
- Work type
- Trade types
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
Action
Write
- First name
  Required
- 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
Action
Write
- ContactIdentifier
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
Appointment Created
Appointment Created By WooSender
Trigger
Instant
Try It
Marked as Attention
Triggers when contacts were marked as attention
Trigger
Instant
Try It
- Pipeline
  Required
- Stage
  Required
Trigger
Instant
Try It
- Tags
  Required
Trigger
Instant
Try It
- Contact ID
- Contact Email
- Contact Phone Number
- Opportunity Name
- Same As Contact Name
  Required
- Heat Score
- Value
- Pipeline
  Required
- Stage
  Required
- Numbers Of Products
- Update all fields if an opportunity already exists in the same pipeline
  Required
Action
Write
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Note
- Tag
- Company
- Revenue
- Timezone
Action
Write
- Contact ID
  Required
Action
Write
- Contact ID
  Required
- Full Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search

About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About WooSender

WooSender is a communication tool that helps you start, converse, and book more appointments on autopilot for your business through SMS, email, live chat, phone calls, and more.

Learn moreLearn moreHelpHelp

Related categories

Marketing

Related Zap Templates

Manage new AccuLynx jobs by moving opportunities to pipeline/stage in WooSender

Related Zap Templates

Manage new AccuLynx jobs by moving opportunities to pipeline/stage in WooSender