AccuLynx-Zapier Excel Sync
Budget: $250 – $750 USD
I want every change that happens inside our AccuLynx CRM to appear almost immediately in a master Excel file that lives on our Google Drive. That means each time a job is created or whenever someone edits it, the same row in the spreadsheet should be inserted or updated without manual work.
The sheet needs to hold three kinds of information—job details, customer information and financial data—and I prefer to keep everything in one tab rather than scattering it across multiple worksheets. Because AccuLynx does not expose native Google Drive support, the flow will likely run through Zapier, a custom webhook, or any other secure service you recommend; I’m open to the most stable route.
Deliverables
• A working webhook-based integration that listens for AccuLynx job events and pushes both new records and updates to a single worksheet in real time.
• Field mapping for every job, customer and financial column so data stays consistent.
• Logic to recognise existing rows and update them instead of creating duplicates.
• Basic error handling and logging so I can trace failures and re-run missed events.
• A short hand-off document (or Loom walkthrough) showing how to edit the mapping and reconnect if our file is moved.
If you have previously connected AccuLynx, Zapier, Google Drive or similar REST APIs, let me know; I’ll prioritise someone who can demonstrate that experience.
The sheet needs to hold three kinds of information—job details, customer information and financial data—and I prefer to keep everything in one tab rather than scattering it across multiple worksheets. Because AccuLynx does not expose native Google Drive support, the flow will likely run through Zapier, a custom webhook, or any other secure service you recommend; I’m open to the most stable route.
Deliverables
• A working webhook-based integration that listens for AccuLynx job events and pushes both new records and updates to a single worksheet in real time.
• Field mapping for every job, customer and financial column so data stays consistent.
• Logic to recognise existing rows and update them instead of creating duplicates.
• Basic error handling and logging so I can trace failures and re-run missed events.
• A short hand-off document (or Loom walkthrough) showing how to edit the mapping and reconnect if our file is moved.
If you have previously connected AccuLynx, Zapier, Google Drive or similar REST APIs, let me know; I’ll prioritise someone who can demonstrate that experience.