AccuLynx + SumoQuote
List new or updated jobs by milestone in AccuLynx and create projects in SumoQuote
Automate your project workflow seamlessly with AccuLynx and SumoQuote. Whenever a new job list is generated in AccuLynx, this workflow instantly creates a corresponding project in SumoQuote. This saves you time and reduces manual data entry, allowing you to focus more on strategic tasks to grow your business.
Automate your project workflow seamlessly with AccuLynx and SumoQuote. Whenever a new job list is generated in AccuLynx, this workflow instantly creates a corresponding project in SumoQuote. This saves you time and reduces manual data entry, allowing you to focus more on strategic tasks to grow your business.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Project
Creates a new SumoQuote Project
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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
