Plumsail Documents + AccuLynx Integrations
How to connect Plumsail Documents + AccuLynx
Zapier lets you send info between Plumsail Documents and AccuLynx automatically—no code required. With 5,000+ supported apps, the possibilities are endless.
- Free forever for core features
- 14 day trial for premium features & apps
Top companies trust Zapier to automate work and free up time
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
Process NameRequired
First nameRequired
First name of the primary contact.
Last name
Last name of the primary contact.
Company name
Company name for the primary contact.
Phone Number 1
Primary phone number for the primary contact.
Phone Extension 1
Primary phone extension for the primary contact.
Phone Type 1
Primary phone type for the primary contact. Enum: "home", "work", "mobile"
Phone Number 2
Additional phone number for the primary contact.
Phone Extension 2
Additional phone extension for the primary contact.
Phone Type 2
Additional phone type for the primary contact. Enum: "home", "work", "mobile"
Phone Number 3
Additional phone number for the primary contact.
Phone Extention 3
Additional phone extension for the primary contact.
Phone Type 3
Additional phone type for the primary contact. Enum: "home", "work", "mobile"
Email Address
Primary email address for the primary contact.
Cross Reference
Cross reference identifier for the primary contact.
Job Category
Job Category for this lead/job.
Work Type
Work Type for this lead/job.
Street
Street address of the lead/job.
Street 2
Apartment/Suite/Unit/Building of the lead/job.
City
City of the lead/job.
State
State, County, Province, or Region of the lead/job.
Zip Code
Zip code or postal code of the lead/job.
Country
Country of the lead/job.
Priority
Priority of the lead/job. Defaults to normal
Notes
Notes are saved as a comment on the message board of the lead/job..
Sales Person
Login email address of the active user the lead/job should be assigned to. If no email address is provided, the lead will be unassigned.
Initial Appointment
Date and time of the initial appointment. If no timezone is provided it will default to the Company timezone.
How Plumsail Documents + AccuLynx Integrations Work
- Step 1: Authenticate Plumsail Documents and AccuLynx.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Related categories
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.