AccuLynx + Salescaptain
List new milestone jobs in AccuLynx and send them to Salescaptain
"Stay on top of your projects with this workflow that connects the AccuLynx and SalesCaptain apps. When there is a list of new jobs by milestone in your AccuLynx account, it prompts a direct notification within the SalesCaptain app. This workflow keeps you informed about your project progress and ensures your sales team is up to date - streamlining your project management process."
"Stay on top of your projects with this workflow that connects the AccuLynx and SalesCaptain apps. When there is a list of new jobs by milestone in your AccuLynx account, it prompts a direct notification within the SalesCaptain app. This workflow keeps you informed about your project progress and ensures your sales team is up to date - streamlining your project management process."
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!List New Jobs by Milestone in AccuLynx and Send to SalesCaptain
List New Jobs by Milestone in AccuLynx and Send to SalesCaptain
- Free forever for core features
- 14 day trial for premium features & apps
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
