Manage new or updated jobs by milestone in AccuLynx with person creation or update in NiceJob
Maintain consistency and save time with this integration that utilizes AccuLynx and the NiceJob app. When a new job by milestone is listed on AccuLynx, corresponding person details are instantly created or updated on NiceJob. This simplifies your data handling tasks, allowing you to focus more on meeting milestones and enhancing operational efficiency. You'll keep your records aligned across both platforms without any manual effort.
Maintain consistency and save time with this integration that utilizes AccuLynx and the NiceJob app. When a new job by milestone is listed on AccuLynx, corresponding person details are instantly created or updated on NiceJob. This simplifies your data handling tasks, allowing you to focus more on meeting milestones and enhancing operational efficiency. You'll keep your records aligned across both platforms without any manual effort.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
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Standard MilestonesRequired
Try ItPerson Created or Updated
Triggers when a new person is created or an existing person is updated.
Try ItPerson IDRequired
Employee IDs
Name
Amount
Scheduled At
Complete
Completed At
Tags
EmailRequired
First Name
Last Name
Phone Number
Position
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
Review Created or Updated
Triggers when a new review is created or an existing review is updated.
Try ItPerson IDRequired
Employee IDs
Name
Description
Status
Completed At
Tags
Person IDsRequired
Subtotal
Discount
Tax
TotalRequired
BalanceRequired
Paid
Status
Tags