AccuLynx + RingCentral
List new jobs by milestone in AccuLynx and create contacts in RingCentral
Streamline your contact management process and improve productivity with this automation. When a job reaches a milestone in AccuLynx, it prompts the creation of a new contact in your RingCentral system. This ensures that essential milestones in AccuLynx are recorded efficiently in RingCentral, helping you stay organized and focused on your most important tasks.
Streamline your contact management process and improve productivity with this automation. When a job reaches a milestone in AccuLynx, it prompts the creation of a new contact in your RingCentral system. This ensures that essential milestones in AccuLynx are recorded efficiently in RingCentral, helping you stay organized and focused on your most important tasks.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Contact
Creates a new external contact in personal address book.
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Standard MilestonesRequired
Try ItDescription
ViewRequired
Phone Number
Extension Number
Direction
Recording Type
Missed Calls Filter
Results
Delay By
Try ItDo Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Try ItDelay By
Try It
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 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
Call Ended
Triggers when a call has been ended.
Try ItMissed Call
Triggers when there is a new missed call.
Try ItType
Try It
