AccuLynx + ClickUp
Manage new AccuLynx jobs by creating corresponding tasks in ClickUp
Effortlessly manage your tasks related to job milestones within the AccuLynx app by utilizing this workflow. Whenever a new list of jobs by milestone is created in AccuLynx, a corresponding task is instantaneously created in ClickUp. This seamless integration helps to streamline your processes, ensuring that you're always on top of job progression and never miss important milestones.
Effortlessly manage your tasks related to job milestones within the AccuLynx app by utilizing this workflow. Whenever a new list of jobs by milestone is created in AccuLynx, a corresponding task is instantaneously created in ClickUp. This seamless integration helps to streamline your processes, ensuring that you're always on top of job progression and never miss important milestones.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Task
Creates a new task.
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Standard MilestonesRequired
Try ItWorkspaceRequired
Try ItWorkspaceRequired
Try ItWorkspaceRequired
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
Reaction(s)
WorkspaceRequired
Try ItWorkspaceRequired
Try ItWorkspaceRequired
Try It
