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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "List of Jobs by Milestone" from AccuLynx.

Add your action

An action happens after the trigger—such as "Create Headline" in Bloom Growth.

You’re connected!

Zapier seamlessly connects AccuLynx and Bloom Growth, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Standard Milestones
  Required
Trigger
Polling
Try It
- (Optional) Filter on Owner
- (Optional) Filter on Meeting
Trigger
Instant
Try It
- (Optional) Filter on Owner
- (Optional) Filter on Meeting
Trigger
Instant
Try It
- Fire When
  Required
- (Optional) Filter on User
- (Optional) Filter on Meeting
- (Optional) Filter on a particular To-Do
Trigger
Instant
Try It
- (Optional) Filter on User
- (Optional) Filter on Meeting
- (Optional) Filter on a particular To-Do
Trigger
Instant
Try It

- For Meeting
  Required
- Issue Title
  Required
- Issue Notes
- For User
Action
Write
- To-do Title
  Required
- To-do Notes
- To-do Due Date
Action
Write

- Process
  Required
Action
Write
- Measurable
  Required
- Measurable Title
- Goal Direction
- Goal
- Alternate Goal
- Units
Action
Write
- Measurable
  Required
- Week Number
  Required
- Value
  Required
Action
Write
- To-do
  Required
- Is Complete
  Required
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 Extention 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
- (Optional) Filter on Owner
- (Optional) Filter on Meeting
Trigger
Instant
Try It
- Process
  Required
- Step
  Required
- (Optional) Filter on User
Trigger
Instant
Try It
- Which measurable?
Trigger
Instant
Try It
- For Meeting
  Required
- Headline Title
  Required
- Headline Notes
- Owner
Action
Write
- For Meeting
  Required
- To-do Title
  Required
- To-do Notes
- For User
- To-do Due Date
Action
Write
Get Current Week
Gets the current week number
Action
Write
- Measurable
  Required
- Value
  Required
- Day Offset
Action
Write
- Rock
  Required
- Rock Title
- Rock Owner
- Status
Action
Write
- To-do
  Required
- To-do Title
- To-do Due Date
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect AccuLynx and Bloom Growth to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your AccuLynx to Bloom Growth integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About AccuLynx

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

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Related categories

CRM (Customer Relationship Management)

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

About Bloom Growth

Increase productivity and collaboration with prebuilt— and customizable— Weekly Meeting agenda, with easy access to transformational tools for your business plan, quarterly goals and org chart.