AccuLynx + CompanyCam
AccuLynx + CompanyCam
AccuLynx + CompanyCam integrations
Add CompanyCam projects for new prospects in AccuLynx
Currently, Acculynx users must create a prospect in Acculynx and also create a project in CompanyCam. With this integration active, when a new prospect is added in Acculynx, a corresponding project will be created in CompanyCam. Automating this through Zapier allows users of the two platforms to cut out manual steps, save time, and get more consistent data.
- 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
About AccuLynx
AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
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Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About CompanyCam
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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