AccuLynx + Chiirp
Create or update Chiirp contacts from new AccuLynx job milestones
When you have a new job by milestone in AccuLynx, this workflow ensures your Chiirp contact list is constantly updated. It initiates a process to either create a new contact or update an existing one in Chiirp every time a job milestone is reached in AccuLynx. This workflow simplifies contact management, keeping your Chiirp list fresh and accurate as you reach new stages in your AccuLynx jobs, facilitating smoother communication and engagement.
When you have a new job by milestone in AccuLynx, this workflow ensures your Chiirp contact list is constantly updated. It initiates a process to either create a new contact or update an existing one in Chiirp every time a job milestone is reached in AccuLynx. This workflow simplifies contact management, keeping your Chiirp list fresh and accurate as you reach new stages in your AccuLynx jobs, facilitating smoother communication and engagement.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create or Update Contact
Creates or Updates a Contact in Chiirp. The phone number is required for every Contact in Chiirp.
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Standard MilestonesRequired
Try ItNew Contact
Triggers when a new Contact is created in Chiirp.
Try ItTag
Try ItFirst Name
Last Name
Full Name
Address Line #1
Address Line #2
City
State
Zip/Postal Code
Phone Number
Alternate Phone Number
Email Address
OK to Send Text MessagesRequired
OK to Send Emails
Birthdate
Custom Fields
Notes
Target Date (Local)
Target Date (UTC)
Campaign on "Yes"
Campaign on "No"
Group on "Yes"
Group on "No"
Tag on "Yes"
Tag on "No"
Phone Number Was
External Reference ID
ActiveProspect: Token
ActiveProspect: Certificate URL
ActiveProspect: Ping URL
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
Tag
Try ItChanged Contact
Triggers when a Contact is changed in Chiirp. Use the phone number to match existing Contacts.
Try It
