AccuLynx + Zoho Books
Create new Zoho Books customers from updated jobs by milestone in AccuLynx
When a new job milestone is reached in AccuLynx, streamline your financial process by creating a corresponding customer profile in your Zoho Books application. This workflow saves you the effort of manually transferring data, ensuring all your customer details in Zoho Books are always up-to-date and linked to their progress in AccuLynx. Benefit from a more organized, efficient system that simplifies project management and accounting tasks.
When a new job milestone is reached in AccuLynx, streamline your financial process by creating a corresponding customer profile in your Zoho Books application. This workflow saves you the effort of manually transferring data, ensuring all your customer details in Zoho Books are always up-to-date and linked to their progress in AccuLynx. Benefit from a more organized, efficient system that simplifies project management and accounting tasks.
- 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 new customer.
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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
