AccuLynx + Keap
List new or updated jobs by milestone in AccuLynx and create or update contacts in Keap
This workflow initiates when a new job by milestone is noted in your AccuLynx software, and seamlessly updates or creates a corresponding contact record in your Keap application. Streamline your project management and client relations with this smooth and efficient process, ensuring your Keap contacts stay up to date with any milestone job updates in your AccuLynx system. This automation bridges the gap between your project planning and client management, saving you time and enhancing communication.
This workflow initiates when a new job by milestone is noted in your AccuLynx software, and seamlessly updates or creates a corresponding contact record in your Keap application. Streamline your project management and client relations with this smooth and efficient process, ensuring your Keap contacts stay up to date with any milestone job updates in your AccuLynx system. This automation bridges the gap between your project planning and client management, saving you time and enhancing communication.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
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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
