AccuLynx + Signpost
Create or update Signpost contacts for new AccuLynx jobs by milestone
Streamline your customer management process with this seamless workflow. When you update job listings by Milestone in AccuLynx, it prompts a corresponding update or creation of a new contact in the Signpost app. This automation not only makes your job easier but also ensures your data is always up-to-date, enhancing your customer communication and management capabilities.
Streamline your customer management process with this seamless workflow. When you update job listings by Milestone in AccuLynx, it prompts a corresponding update or creation of a new contact in the Signpost app. This automation not only makes your job easier but also ensures your data is always up-to-date, enhancing your customer communication and management capabilities.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create or Update Contact
Creates a Contact, or updates the Contact if it already exists.
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- 14 day trial for premium features & apps
Standard MilestonesRequired
Try ItInstructions
LocationRequired
Full Name
First Name
Last Name
Email Address
Phone Number
TimestampRequired
Instructions
LocationRequired
Full Name
First Name
Last Name
Email AddressRequired
TimestampRequired
Subject
TypeRequired
Instructions
LocationRequired
Full Name
First Name
Last Name
Email Address
Phone Number
IDRequired
LabelRequired
Start TimestampRequired
End TimestampRequired
Workflow StageRequired
Amount in Dollars
Amount in Cents
URL
Description
Deleted
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
Instructions
LocationRequired
Full Name
First Name
Last Name
Email Address
Phone Number
Lifecycle Stage
Instructions
LocationRequired
Full Name
First Name
Last Name
Email Address
Phone Number
IDRequired
LabelRequired
Workflow StageRequired
Amount in Dollars
Amount in Cents
URL
Description
Deleted
Instructions
LocationRequired
Full Name
First Name
Last Name
Phone NumberRequired
TimestampRequired
Duration in Minutes
Duration in Seconds
TypeRequired
