AccuLynx + SumoQuote

List new or updated jobs by milestone in AccuLynx and create projects in SumoQuote

Automate your project workflow seamlessly with AccuLynx and SumoQuote. Whenever a new job list is generated in AccuLynx, this workflow instantly creates a corresponding project in SumoQuote. This saves you time and reduces manual data entry, allowing you to focus more on strategic tasks to grow your business.

Automate your project workflow seamlessly with AccuLynx and SumoQuote. Whenever a new job list is generated in AccuLynx, this workflow instantly creates a corresponding project in SumoQuote. This saves you time and reduces manual data entry, allowing you to focus more on strategic tasks to grow your business.

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

    Get a list of current jobs by Milestone.

    TriggerScheduled
  2. automatically do this!
    SumoQuoteSumoQuote
    Create Project

    Creates a new SumoQuote Project

    ActionWrite
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Supported triggers and actions

What does this mean?
acculynx logo
acculynx logo

About AccuLynx

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

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
sumoquote logo
sumoquote logo

About SumoQuote

SumoQuote is a better way to build beautiful proposals so you can win more work.
Help

Related categories

  • Proposal & Invoice Management