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.

  1. When this happens...
    AccuLynxAccuLynx
    List of Jobs by Milestone

    Get a list of current jobs by Milestone.

    TriggerScheduled
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet

    Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Standard MilestonesRequired

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    Trigger
    Scheduled
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Instant
    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

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
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acculynx logo

About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

Related categories

  • Google
  • Spreadsheets

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