Formsite + LMN integrations
Create todos/notes in LMN from new Formsite results
When a new form result is submitted in Formsite, this workflow ensures that a corresponding task or note is promptly created in LMN. Save precious time with this automation and never miss tracking an important form result again. It's ideal for anyone looking to streamline their administrative tasks and ensure effective management of submitted forms.
- When this happens...New Form ResultTriggers when a user submits a new form result.
- automatically do this!Create ToDo/NoteCreates a communication note or to-do in LMN
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More things you can do with Formsite and LMN
Discover other triggers and actions you can use with Formsite and LMN
- FormRequired
Try ItTriggerInstant- Estimate Created or Updated
Triggers when a new LMN estimate is created, or an existing LMN estimate is updated.
Try ItTriggerPolling - LMN Lead IDRequired
- Communication TypeRequired
- Date
- Task Name
- Due Date
- Status/Progress
- Priority
- Note
- Instructions
- Assignee Email Address
ActionWrite- 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
ActionWrite
- Task/Note Created or Updated
Triggers when a Communication Note, ToDo, or Customer Request is created or updated in LMN.
Try ItTriggerPolling - Contact Created or Updated
Triggers when an LMN Contact gets created or their contact information gets updated.
Try ItTriggerPolling - 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
ActionWrite- LMN Lead ID
- Lead Name
- First Name
- Last Name
- Email Address
ActionSearch
Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
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Landscape Management Network is business management software designed for landscape contractors.
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