Microsoft Excel + LMN

Manage new and updated LMN estimates by adding rows in Microsoft Excel

Easily manage your financial projections with this LMN-Microsoft Excel workflow. Whenever a new or updated estimate is generated in LMN, this workflow organizes these changes by creating a row in Microsoft Excel. This provides a time-saving solution to effectively track and access your estimates data without having to manually input them in Excel. Stay organized and boost your productivity by letting this workflow handle your data management.

Easily manage your financial projections with this LMN-Microsoft Excel workflow. Whenever a new or updated estimate is generated in LMN, this workflow organizes these changes by creating a row in Microsoft Excel. This provides a time-saving solution to effectively track and access your estimates data without having to manually input them in Excel. Stay organized and boost your productivity by letting this workflow handle your data management.

  1. When this happens...
    LMNLMN
    Estimate Created or Updated

    Triggers when a new LMN estimate is created, or an existing LMN estimate is updated.

    TriggerPolling
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

  • LMN triggers, actions, and search

    Estimate Created or Updated

    Triggers when a new LMN estimate is created, or an existing LMN estimate is updated.

    Trigger
    Polling
    Try It
    • LMN Lead IDRequired

    • Communication TypeRequired

    • Date

    • Task Name

    • Due Date

    • Status/Progress

    • Priority

    • Note

    • Instructions

    • Assignee Email Address

    Action
    Write
    • 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

    Action
    Write
    • 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

    Action
    Search or write
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About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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  • Spreadsheets

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Landscape Management Network is business management software designed for landscape contractors.
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