LMN
Create and manage todos/notes in LMN when new or updated estimates are detected
When an estimate is generated or modified in the LMN app, this workflow ensures a corresponding ToDo/Note is created within the same app. This automation streamlines your tasks and takes care of your note-creation process, allowing you to stay focused on more important aspects of your business. Increase efficiency and reduce the possibility of human error with this simple yet effective solution.
When an estimate is generated or modified in the LMN app, this workflow ensures a corresponding ToDo/Note is created within the same app. This automation streamlines your tasks and takes care of your note-creation process, allowing you to stay focused on more important aspects of your business. Increase efficiency and reduce the possibility of human error with this simple yet effective solution.
- 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!Create ToDo/Note
Creates a communication note or to-do in LMN
- Free forever for core features
- 14 day trial for premium features & apps
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