AccuLynx + Google Sheets
Generate worksheets in Google Sheets for new job milestones in AccuLynx
This workflow offers a valuable solution for AccuLynx users. Whenever a List of Jobs by Milestone comes up in AccuLynx, it immediately creates a detailed worksheet in your Google Sheets. Simplifying data organization, this workflow helps track job progress with ease, saving you time and improving project management efficiency.
This workflow offers a valuable solution for AccuLynx users. Whenever a List of Jobs by Milestone comes up in AccuLynx, it immediately creates a detailed worksheet in your Google Sheets. Simplifying data organization, this workflow helps track job progress with ease, saving you time and improving project management efficiency.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Worksheet
Creates a new worksheet in a Google Sheet.
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Standard MilestonesRequired
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
