Create records in Spotio from new jobs listed by milestone in AccuLynx
This workflow streamlines your project management by transferring job lists from AccuLynx directly to your Spotio app, creating a new record. Utilizing the same terms as the integrations themselves, it eases the process of tracking job progression by milestones. This seamless connection between AccuLynx and Spotio optimizes the project management flow, saving you time and effort.
This workflow streamlines your project management by transferring job lists from AccuLynx directly to your Spotio app, creating a new record. Utilizing the same terms as the integrations themselves, it eases the process of tracking job progression by milestones. This seamless connection between AccuLynx and Spotio optimizes the project management flow, saving you time and effort.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Record
Create a new dataObject
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Standard Milestones
Try ItActivity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Try ItActivity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Try ItDocument Added to Record
Triggers when document is added to record.
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
Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Try ItAppointment Created
Triggers when appointment for lead is created.
Try ItRecord Created
Triggers when record is created.
Try It