LMN + PandaDoc
Create or update PandaDoc contacts when new or updated LMN estimates are made
Keep your PandaDoc contacts updated with the latest estimate data from LMN without manually re-entering data. Once set, this workflow activates each time an estimate is created or updated in LMN, and consequently, the contact details in PandaDoc are created or altered accordingly. This automation saves you time, effort, and eliminates data entry errors. By integrating LMN and PandaDoc, you can streamline your work process with real-time updates.
Keep your PandaDoc contacts updated with the latest estimate data from LMN without manually re-entering data. Once set, this workflow activates each time an estimate is created or updated in LMN, and consequently, the contact details in PandaDoc are created or altered accordingly. This automation saves you time, effort, and eliminates data entry errors. By integrating LMN and PandaDoc, you can streamline your work process with real-time updates.
- 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 or Update Contact
Create a new contact or update an existing one.
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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
