List new AccuLynx jobs by milestone and add recipients to integration order in LettrLabs
When a new milestone of jobs is reached in AccuLynx, this workflow ensures recipients are promptly added to the corresponding order in LettrLabs. No more manual data transferring between the two applications. Maintain a consistent flow of updates and streamline your job management process effectively using this workflow integration.
When a new milestone of jobs is reached in AccuLynx, this workflow ensures recipients are promptly added to the corresponding order in LettrLabs. No more manual data transferring between the two applications. Maintain a consistent flow of updates and streamline your job management process effectively using this workflow integration.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Add Recipients to Integration Order
Adds recipients to your trickle order, once added, we will use your subscription credits to send out handwritten mail
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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