Create new LMN contacts from new Jotform submissions
Increase efficiency in your client management with this easy-to-use workflow. When you receive a new submission in Jotform, it initiates a process to create a new contact in the LMN app. This simplifies data entry, allowing for more organized and accurate contact information. Save time, eliminate manual data transfer, and focus on improving customer experiences instead.
Increase efficiency in your client management with this easy-to-use workflow. When you receive a new submission in Jotform, it initiates a process to create a new contact in the LMN app. This simplifies data entry, allowing for more organized and accurate contact information. Save time, eliminate manual data transfer, and focus on improving customer experiences instead.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Contact
Creates an LMN contact, including a jobsite address
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FormRequired
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Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
Task/Note Created or Updated
Triggers when a Communication Note, ToDo, or Customer Request is created or updated in LMN.
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DocumentRequired
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Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Estimate Created or Updated
Triggers when a new LMN estimate is created, or an existing LMN estimate is updated.
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