AccuLynx + Hover

Create new AccuLynx leads when HOVER jobs are updated

Effortlessly maintain your sales pipeline with this seamless workflow between HOVER and AccuLynx. When a job is updated in HOVER, this automation ensures the corresponding job in AccuLynx is also updated, keeping your team informed with the latest information. Reduce manual data entry and focus more on closing leads by streamlining your process.

When this happens...
Job Updated
Triggers when a job in HOVER is completed, processing or awaiting approval depending on selected state.
TriggerPolling
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

Inspection Checklist Created
Trigger when a new Inspection Checklist is created within your Hover organization
Trigger
Instant
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- EmailRequired
Trigger
Polling
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- Order Type
- EmailRequired
Trigger
Polling
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Material List Created
Trigger when a new Material List is created within your Hover organization
Trigger
Instant
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- EmailRequired
- Job IDRequired
- Upgrade Jobs?
Action
Write

- Sender EmailRequired
- Capturing User NameRequired
- Capturing User EmailRequired
- Capturing User Phone
- Job Name
- Location Line 1Required
- Location Line 2
- City
- State or Region
- Zip or Postal Code
- Country
- External Identifier
- Signup Type
- Suppress HOVER Email
- Deliverable Type
- Payment Method
Action
Write
- Job ID associated with the Inspection ChecklistRequired
Action
Write

- Unique ID of the Material ListRequired
Action
Write
- File TypeRequired
- EmailRequired
- Job IDRequired
Action
Write
- Approver EmailRequired
- Job IDRequired
- EmailRequired
- Org IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- EmailRequired
- Search FieldRequired
- Job State
- Job Deliverable
Action
Search
- 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

Instant Design Lead Form Submitted
Trigger when a new Instant Design Lead form is submitted within your Hover organization
Trigger
Instant
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- Email
- Job State
- Job Deliverable
Trigger
Polling
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- Signed Only
- EmailRequired
Trigger
Polling
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- Approver EmailRequired
- Job IDRequired
Action
Write
- Capturing UserRequired
- Job Name
- Customer Name
- Customer Email
- Customer Phone
- Location Line 1Required
- Location Line 2
- City
- State or Region
- Zip or Postal Code
- Country
- External Identifier
- Deliverable Type
- Payment Method
Action
Write
- Capture Request IDRequired
- EmailRequired
Action
Write
- Lead IDRequired
Action
Write
- Job IDRequired
Action
Write
- Job IDRequired
Action
Write
- Upgrader EmailRequired
- Job IDRequired
- Deliverable TypeRequired
Action
Write
- Admin EmailRequired
- Search FieldRequired
Action
Search
- Standard MilestonesRequired
Trigger
Polling
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