AccuLynx + Google Sheets
Log new AccuLynx jobs by milestone and create Google Sheets rows for easy tracking
Easily track job milestones from AccuLynx by adding them to a Google Sheets spreadsheet with this seamless workflow. When new job milestones are reached in AccuLynx, this automation will create a new row in your selected Google Sheets spreadsheet, allowing you to have an up-to-date record of project progress. Stay organized and informed without the manual effort of updating spreadsheets.
Easily track job milestones from AccuLynx by adding them to a Google Sheets spreadsheet with this seamless workflow. When new job milestones are reached in AccuLynx, this automation will create a new row in your selected Google Sheets spreadsheet, allowing you to have an up-to-date record of project progress. Stay organized and informed without the manual effort of updating spreadsheets.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
