AccuLynx + Wave
Create Wave customers from new AccuLynx jobs by milestone
Effortlessly keep your customer records up-to-date with this AccuLynx and Wave workflow. When new job milestones are reached in AccuLynx, this automation creates a corresponding customer entry in Wave, ensuring your contacts are always current and accurate. Save time and stay organized by integrating these two essential platforms for seamless project tracking and customer management.
Effortlessly keep your customer records up-to-date with this AccuLynx and Wave workflow. When new job milestones are reached in AccuLynx, this automation creates a corresponding customer entry in Wave, ensuring your contacts are always current and accurate. Save time and stay organized by integrating these two essential platforms for seamless project tracking and customer management.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
- Free forever for core features
- 14 day trial for premium features & apps
Standard MilestonesRequired
Try ItBusinessRequired
Try ItBusinessRequired
Customer or Company NameRequired
Account Number
Currency
First Name
Last Name
Email
Phone Number
Toll Free Number
Mobile Number
Fax Number
Website
Address1
Address2
City
Country
Postal Code
Shipping Contact
Shipping Delivery Instructions
Shipping Phone Number
Shipping Address1
Shipping Address2
Shipping City
Shipping Country
Shipping Postal Code
BusinessRequired
NameRequired
Description
PriceRequired
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
BusinessRequired
Try ItBusinessRequired
CustomerRequired
Item Description
Item Price
Item ProductRequired
Item Quantity
Item Taxes
Invoice Currency
Invoice Date
Invoice Number
Invoice Title
Status
Subhead
Footer
Additional Notes
SO or PO Number
Due Date
Exchange Rate
Disable Credit Card Payments?
Amount Title
Item Title
Price Title
Quantity Title
Hide Amount?
Hide Description?
Hide Item?
Hide Price?
Hide Quantity?
BusinessRequired
Sale DateRequired
DescriptionRequired
Number FormatRequired
Sale AmountRequired
Sales Tax Abbreviation
Sales Tax Amount
Payment Processing Fee Amount
Notes
Created At
External ID
