AccuLynx & SumoQuote via Zapier → Automatically Create a Project in SumoQuote

“Use this zapier template to set up a simple automation between Acculynx and SumoQuote. Setting this up will allow you to automatically create projects in SumoQuote from Acculynx Jobs when a Job reaches a specific milestone in your Acculynx pipeline. You'll need to connect your Acculynx account to Zapier, then make a few adjustments. 1. In the Acculynx step, select which milestone (Lead/Prospect/etc) you want to use as your trigger. When a new job enters this milestone, it will automatically push that Job information (including the salesperson assigned) to SumoQuote. 2. In the WebHooks step, you will need to enter your API key into the field next to "sq-api-key" in the headers section. This will complete the connection.”