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.

  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 Worksheet

    Create a blank worksheet with a title. Optionally, provide 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

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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