Microsoft Excel + LMN
Update or create LMN estimates to add rows to a Microsoft Excel table
When an estimate is generated or revised in LMN, this workflow will instantly add a new row to your chosen Microsoft Excel table. This automation not only ensures your Excel tables are always up-to-date with the latest estimates, but also eliminates the need for manual data entry, allowing you to focus on more vital tasks. It's a hassle-free way to keep your estimate information consistently organized and accessible.
When an estimate is generated or revised in LMN, this workflow will instantly add a new row to your chosen Microsoft Excel table. This automation not only ensures your Excel tables are always up-to-date with the latest estimates, but also eliminates the need for manual data entry, allowing you to focus on more vital tasks. It's a hassle-free way to keep your estimate information consistently organized and accessible.
- When this happens...Estimate Created or Updated
Triggers when a new LMN estimate is created, or an existing LMN estimate is updated.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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Task/Note Created or Updated
Triggers when a Communication Note, ToDo, or Customer Request is created or updated in LMN.
Try ItContact Created or Updated
Triggers when an LMN Contact gets created or their contact information gets updated.
Try ItLead 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
LMN Lead ID
Lead Name
First Name
Last Name
Email Address
Estimate Created or Updated
Triggers when a new LMN estimate is created, or an existing LMN estimate is updated.
Try ItLMN Lead IDRequired
Communication TypeRequired
Date
Task Name
Due Date
Status/Progress
Priority
Note
Instructions
Assignee Email Address
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
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
