AccuLynx + RealWork + Formatter by Zapier
Add newly approved AccuLynx jobs to RealWork Labs
Set up this integration to easily add your customer info from newly approved Acculynx jobs to RealWork Labs. Once it's in place, this Zap automatically adds or updates a RealWork Labs JobSite for each new list of jobs by milestone in AccuLynx and will mark the job as 'in progress'—this will not automatically send a review request.
Set up this integration to easily add your customer info from newly approved Acculynx jobs to RealWork Labs. Once it's in place, this Zap automatically adds or updates a RealWork Labs JobSite for each new list of jobs by milestone in AccuLynx and will mark the job as 'in progress'—this will not automatically send a review request.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
- then do this!Create or Update JobSite
Creates or Updates a JobSite
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Standard MilestonesRequired
Try ItTransformRequired
TransformRequired
IdRequired
URL
Start Date
End Date
AddressRequired
Homeowner Name
Homeowner Email
Homeowner Phone
Job Owner
Job Description
Notes
Geolocation - Latitude
Geolocation - Longitude
Tags
Change Job Status
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
TransformRequired
TransformRequired
