AccuLynx + WooSender
List new or updated jobs by milestone in AccuLynx and create or update contacts in WooSender
Keep your business contacts in the loop easily. This workflow begins as soon as a new milestone is achieved in your AccuLynx job list. It then quickly updates a contact or creates a new one in your WooSender application. This ensures all your contacts stay updated about your job progress, simplifying communication and increasing business efficiency.
Keep your business contacts in the loop easily. This workflow begins as soon as a new milestone is achieved in your AccuLynx job list. It then quickly updates a contact or creates a new one in your WooSender application. This ensures all your contacts stay updated about your job progress, simplifying communication and increasing business efficiency.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create or Update Contact
Create a new contact or updates an existing contact based on email address
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Standard MilestonesRequired
Try ItAppointment Cancelled
Appointment Cancelled By WooSender
Try ItAppointment Updated
Appointment Updated By WooSender
Try ItNew Contact
Triggers when a new contact has been added on WooSender.
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
Appointment Created
Appointment Created By WooSender
Try ItMarked as Attention
Triggers when contacts were marked as attention
Try ItPipelineRequired
StageRequired
Try It
