AccuLynx + Google Sheets
Generate Google Sheets spreadsheets from new AccuLynx job lists by milestone
Keep your project management streamlined and efficient with this workflow. When a new list of jobs by milestone is made available in AccuLynx, this process will instantly create a corresponding spreadsheet in Google Sheets. This allows for easy tracking and managing of job progress, eliminating the need for manual data entry and enhancing project transparency.
Keep your project management streamlined and efficient with this workflow. When a new list of jobs by milestone is made available in AccuLynx, this process will instantly create a corresponding spreadsheet in Google Sheets. This allows for easy tracking and managing of job progress, eliminating the need for manual data entry and enhancing project transparency.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Spreadsheet
Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.
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Standard Milestones
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItNo Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger Column
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
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItDrive
SpreadsheetRequired
Try It
