AccuLynx + RealWork + Formatter by Zapier
Create or update JobSites in RealWork Labs for new lists of jobs by Milestone in AccuLynx
Set up this integration to easily map your Acculynx invoiced customer information to RealWork Labs. Once it's in place, this Zap automatically adds or updates a RealWork Labs JobSite for each new list of jobs by Milestone in AccuLynx.
Set up this integration to easily map your Acculynx invoiced customer information to RealWork Labs. Once it's in place, this Zap automatically adds or updates a RealWork Labs JobSite for each new list of jobs by Milestone in AccuLynx.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
- then do this!Create or Update JobSite
Creates or Updates a JobSite
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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
