AccuLynx + Dropbox

List new AccuLynx jobs by milestone and create corresponding folders in Dropbox

Streamline your job management process with this efficient workflow. When a new job is added to a milestone list in AccuLynx, a corresponding folder is created in Dropbox. This seamless process organizes crucial documents in one accessible place, saving you time and making management tasks easier. Embrace this automated solution for a smoother, more efficient way to handle job data.

Streamline your job management process with this efficient workflow. When a new job is added to a milestone list in AccuLynx, a corresponding folder is created in Dropbox. This seamless process organizes crucial documents in one accessible place, saving you time and making management tasks easier. Embrace this automated solution for a smoother, more efficient way to handle job data.

  1. When this happens...
    AccuLynxAccuLynx
    List of Jobs by Milestone

    Get a list of current jobs by Milestone.

    TriggerPolling
  2. automatically do this!
    DropboxDropbox
    Create Folder

    Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.

    ActionWrite
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Supported triggers and actions

    • 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

    Action
    Write
    • Space

    • FolderRequired

    • Include files in subfolders?

    • Include file contents?

    • Include sharing link?

    Trigger
    Polling
    Try It
    • Space

    • FileRequired

    • New LocationRequired

    Action
    Write
    • Space

    • Folder PathRequired

    • Important Information

    Action
    Write
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About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
Learn more

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  • CRM (Customer Relationship Management)

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dropbox logo

About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.
Learn more

Related categories

  • File Management & Storage

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