LMN + Trello integrations
Create or update tasks/notes in LMN to add checklists to cards in Trello
Create or update tasks and notes in LMN and, instantly, a new checklist is added to your chosen card in Trello. This workflow streamlines your process, ensuring that all your Trello cards stay updated with your tasks and notes from LMN. Increase productivity and maintain flawless records with this seamless automation.
- When this happens...Task/Note Created or UpdatedTriggers when a Communication Note, ToDo, or Customer Request is created or updated in LMN.
- automatically do this!Add Checklist to CardTriggers when a new checklist is created in Trello.
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More things you can do with LMN and Trello
Discover other triggers and actions you can use with LMN and Trello
- 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
- 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- 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
ActionSearch or write
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