Connect Upfirst and LMN to power AI-driven automation
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
How Zapier works
Zapier makes it easy to integrate Upfirst with LMN - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Call Completed" from Upfirst.
Add your action
An action happens after the trigger—such as "Create ToDo/Note" in LMN.
You’re connected!
Zapier seamlessly connects Upfirst and LMN, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Call Completed
Triggers when a call is completed so you can follow up, update records, and take any necessary post-call actions.
Try ItTriggerInstant - 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
- Call Started
Triggers when a call is answered so you can instantly log details, notify a team member, or start other workflows.
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
For AI agents & developers
Use Upfirst and LMN with AI agents and code
Beyond Zap workflows. Call Upfirst and LMN actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
Connect via Zapier MCP
Expose Upfirst and LMN actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
Call from code with the Zapier SDK
Trigger Upfirst and LMN actions from backend services, scripts, or agent code.
Install
# TypeScript / Node npm install @zapier/zapier-sdk
Run an action
import { createZapierSdk } from '@zapier/zapier-sdk';
const zapier = createZapierSdk();
await zapier.runAction({ /* upfirst / lmn action */ });There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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