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ClickUp + LMN

Create new lists in ClickUp when estimates are created or updated in LMN

When a new estimate is created or updated in LMN, let it instantly create a task list in ClickUp. This integration allows you to stay organized, ensuring all important details from each LMN estimate are readily available in ClickUp. Now, you can flawlessly track your estimates and enhance your productivity.

When a new estimate is created or updated in LMN, let it instantly create a task list in ClickUp. This integration allows you to stay organized, ensuring all important details from each LMN estimate are readily available in ClickUp. Now, you can flawlessly track your estimates and enhance your productivity.

  1. When this happens...
    LMNLMN
    Estimate Created or Updated

    Triggers when a new LMN estimate is created, or an existing LMN estimate is updated.

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    Create List

    Triggers when new lists are created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • LMN triggers, actions, and search

    Task/Note Created or Updated

    Triggers when a Communication Note, ToDo, or Customer Request is created or updated in LMN.

    Trigger
    Scheduled
    Try It
  • LMN triggers, actions, and search

    Contact Created or Updated

    Triggers when an LMN Contact gets created or their contact information gets updated.

    Trigger
    Scheduled
    Try It
    • Lead TypeRequired

    • Lead NameRequired

    • Lead First NameRequired

    • Lead Last NameRequired

    • Lead Address 1

    • Lead Address 2

    • Lead City

    • Lead State

    • Lead Zip

    • Lead Country

    • Referral Source

    • Lead Classification

    • Tags

    • Lead Position

    • Lead Email1

    • Lead Email2

    • Lead Phone1

    • Lead Phone2

    • Do Not Email

    • Do Not Call

    • Do Not Mail

    • Contact Notes

    • Jobsite Address 1

    • Jobsite Address 2

    • Jobsite City

    • Jobsite State

    • Jobsite Zip

    • Jobsite Country

    Action
    Write
    • LMN Lead ID

    • Lead Name

    • First Name

    • Last Name

    • Email Address

    Action
    Search
  • LMN triggers, actions, and search

    Estimate Created or Updated

    Triggers when a new LMN estimate is created, or an existing LMN estimate is updated.

    Trigger
    Scheduled
    Try It
    • LMN Lead IDRequired

    • Communication TypeRequired

    • Date

    • Task Name

    • Due Date

    • Status/Progress

    • Priority

    • Note

    • Instructions

    • Assignee Email Address

    Action
    Write
    • LMN Lead IDRequired

    • Lead Type

    • Lead Name

    • First Name

    • Last Name

    • Lead Address 1

    • Lead Address 2

    • Lead City

    • Lead State

    • Lead Zip

    • Lead Country

    • Referral Source

    • Lead Classification

    • Tags

    • Lead Position

    • Lead Email1

    • Lead Email2

    • Lead Phone1

    • Lead Phone2

    • Do Not Email

    • Do Not Call

    • Do Not Mail

    • Contact Notes

    • LMN Jobsite ID

    • Jobsite Name

    • Jobsite Address 1

    • Jobsite Address 2

    • Jobsite City

    • Jobsite State

    • Jobsite Zip

    • Jobsite Country

    Action
    Write
    • LMN Lead ID

    • Lead NameRequired

    • Lead First NameRequired

    • Lead Last NameRequired

    • Email Address

    • Lead TypeRequired

    • Lead Address 1

    • Lead Address 2

    • Lead City

    • Lead State

    • Lead Zip

    • Lead Country

    • Referral Source

    • Lead Classification

    • Tags

    • Lead Position

    • Lead Email1

    • Lead Email2

    • Lead Phone1

    • Lead Phone2

    • Do Not Email

    • Do Not Call

    • Do Not Mail

    • Contact Notes

    • Jobsite Address 1

    • Jobsite Address 2

    • Jobsite City

    • Jobsite State

    • Jobsite Zip

    • Jobsite Country

    Action
    Search or write
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About ClickUp

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