AccuLynx + monday.com
Create subitems in monday.com from new jobs listed by milestones in AccuLynx
This workflow springs into action when AccuLynx updates a list of jobs by milestone, facilitating a corresponding subitem creation in monday.com. This seamless process promotes effective collaboration by ensuring that vital project details are transferred accurately and promptly across both platforms. By giving a real-time progress snapshot, this workflow helps streamline project management and enhances team productivity.
This workflow springs into action when AccuLynx updates a list of jobs by milestone, facilitating a corresponding subitem creation in monday.com. This seamless process promotes effective collaboration by ensuring that vital project details are transferred accurately and promptly across both platforms. By giving a real-time progress snapshot, this workflow helps streamline project management and enhances team productivity.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Subitem
Create a new subitem in a item with column values
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Standard MilestonesRequired
Try ItBoard IDRequired
Try ItBoard IDRequired
Group Names to trigger on
Try ItBoard IDRequired
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
Item Created In Board Copy
Board IDRequired
Try ItNew Board
Triggers when a new board is created.
Try ItBoard IDRequired
Column IDsRequired
Try It
