AccuLynx + Roofr
Create new Roofr jobs and customers from updated AccuLynx job milestones
Streamline your project management process with this seamless AccuLynx and Roofr integration. When you create a new milestone in AccuLynx, the workflow instantly generates a corresponding job and customer in Roofr. This way, you can ensure your construction projects and clients are always up-to-date across different platforms, reducing manual data entry and enhancing productivity.
Streamline your project management process with this seamless AccuLynx and Roofr integration. When you create a new milestone in AccuLynx, the workflow instantly generates a corresponding job and customer in Roofr. This way, you can ensure your construction projects and clients are always up-to-date across different platforms, reducing manual data entry and enhancing productivity.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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Standard MilestonesRequired
Try ItRoofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItProposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItProposal Signed
Triggers when a proposal is signed by a client.
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
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItProposal Sent
Triggers when a proposal is sent to a client.
Try ItProposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try It
