AccuLynx + CompanyCam integrations
Create new CompanyCam projects from updated AccuLynx job milestones
Streamline your construction project management with this seamless workflow between AccuLynx and CompanyCam. When a new job list by milestone is created in AccuLynx, it triggers a new project addition in CompanyCam. This automatic process saves you time, reduces manual data entry and ensures that all your project details are accurate and updated across both platforms. Improve efficiency and keep your projects on track with this simple automation.
- When this happens...List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
- automatically do this!Add ProjectCreates a new project in your account.
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More things you can do with AccuLynx and CompanyCam
Discover other triggers and actions you can use with AccuLynx and CompanyCam
- Standard MilestonesRequired
Try ItTriggerPolling- ContactRequired
- Lead source
- Job category
- Work type
- Trade type
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
ActionWrite- Search term
ActionSearch- NameRequired
ActionSearch
- Contact typeRequired
- First nameRequired
- Last nameRequired
- Cross reference
- Company name
- Company job title
- Note
- Phone Number
- Extension
- Is this the primary phone number?
- Can receive text messages?
- Type of Phone Number
ActionWrite- 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 Extension 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
ActionWrite- NameRequired
ActionSearch- NameRequired
ActionSearch
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
Related categories
CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.
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