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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Create Client" from ArborNote.

Add your action

An action happens after the trigger—such as "Add/Update Contact" in LeadConnector.

You’re connected!

Zapier seamlessly connects ArborNote and LeadConnector, 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.

Create Client
Triggers when a new client is created in ArborNote.
Trigger
Instant
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Create Proposal
Triggers when a new proposal is created in ArborNote.
Trigger
Instant
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- Project Name
- Address 1
- Address 2
- City
- State
- Zip
- Contact Name
- Email
- Phone
- Note
- Proposal Note
- Work Order Note
- Latitude
- Longitude
- Market
- Record Source
Action
Write
- First Name
- Last Name
- Full Name
- Phone
- Email
- Address 1
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Note
- Business Name
- Country
- Date of Birth
Action
Write
- Campaign ID
  Required
- First Name
- Last Name
- Full Name
- Phone
- Email
- Address 1
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Note
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write

- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Phone
- Email
Action
Write

Create Project
Triggers when a new project is created in ArborNote.
Trigger
Instant
Try It
- Client Name
  Required
- Address 1
- Address 2
- City
- State
- Zip
- Contact Name
- Email
- Phone
- Record Source
Action
Write
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone
- Email
- Address 1
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Note
- In Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone
- Email
- First Name
- Last Name
- Full Name
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect ArborNote and LeadConnector to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate LeadConnector on the Zapier blog

Make work flow with AI

Level up your ArborNote to LeadConnector integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About ArborNote

ArborNote streamlines your tree care business with tree inventory, instant proposals, and seamless crew management.

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Business Intelligence

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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