LMN + Trello
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.
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 Updated
Triggers when a Communication Note, ToDo, or Customer Request is created or updated in LMN.
- automatically do this!Add Checklist to Card
Triggers when a new checklist is created in Trello.
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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
