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.
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 Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create or Update Contact
Create a new contact or updates an existing contact based on email address
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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
