Create a follow-up task
Use this option when your team wants a follow-up task in LMN instead of a communication note alone. Find or create the contact, then create a Pending ToDo with the full intake details.
- Start with New Lead, then use Find Contact with create-if-missing enabled. Filter out missing first and last names and missing email used for matching. Set Lead Type to Lead and map the requested property only to jobsite fields.
- Add Create ToDo/Note and pass the native LMN Lead ID returned by Find Contact. Set Communication Type to ToDo and Status to Pending.
- Set Task Name to Review Tinylawn inquiry plus the customer’s name. Map Due Date to the lead’s received time and put the full intake, requested timing awaiting confirmation, source, lead ID, and Tinylawn link in the note.
- Select the appropriate assignee in your account; choose priority only if your process needs it. Test contact matching, due-date parsing in your timezone, and the resulting Pending task before enabling.
Choose this task variant or the note-only variant for the same leads. The received-time due date is for internal follow-up, not a promised service visit. Contact notes are only set when a new contact is created; the task carries each inquiry. A repeated run can add another task, so check the lead ID before replaying. This workflow does not book or dispatch work.