AccuLynx + WooSender
Manage new AccuLynx jobs by moving opportunities to pipeline/stage in WooSender
When a new job milestone is reached in AccuLynx, this efficient workflow ensures that an opportunity is immediately created or shifted to a new stage in WooSender. Instead of manually keeping tabs on job progress and updating your sales pipeline, let this automation do the work for you. This way, your pipeline always reflects the latest developments, helping to streamline your business operations.
When a new job milestone is reached in AccuLynx, this efficient workflow ensures that an opportunity is immediately created or shifted to a new stage in WooSender. Instead of manually keeping tabs on job progress and updating your sales pipeline, let this automation do the work for you. This way, your pipeline always reflects the latest developments, helping to streamline your business operations.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Add/Move Opportunity to Pipeline/Stage
Add/Move Opportunity to Pipeline/Stage
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Standard MilestonesRequired
Try ItAppointment Cancelled
Appointment Cancelled By WooSender
Try ItAppointment Updated
Appointment Updated By WooSender
Try ItNew Contact
Triggers when a new contact has been added on WooSender.
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
Appointment Created
Appointment Created By WooSender
Try ItMarked as Attention
Triggers when contacts were marked as attention
Try ItPipelineRequired
StageRequired
Try It
