Integrate Lime Go with Alegra
Send information between Lime Go and Alegra automatically, without writing any code, using Zoho Flow.
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Create an invoice in Alegra for newly acquired deals in Lime Go
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Alegra each time a deal is closed in Lime Go.
How it works
- The flow triggers when the status of a deal is updated to 'won' in Lime Go.
- Zoho Flow creates a new invoice in Alegra.
Create an invoice in Alegra for newly acquired deals in Lime Go
Lime Go + Alegra
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Supported triggers and actions
Integrate Lime Go and Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company being worked on
Triggers when the relation for a company is set to 'Working on it'
Company in touch
Triggers when the relation for a company is set to 'Been in touch'
Deal won
Triggers when the status of a deal is updated to 'won'
Positive call registered
Triggers when a positive call is registered in a calling list
Negative call registered
Triggers when a negative call is registered in a calling list
Deal status updated
Triggers when the status of a deal is updated
Customer lost
Triggers when the relation for a company is set to 'Was a customer'
Deal lost
Triggers when the status of a deal is updated to 'lost'
Customer added
Triggers when the relation for a company is set to 'Is a customer'
Invoice created
Triggers when a new invoice is created
Product or service created
Triggers when a new product or service is created
Payment recorded
Triggers when a new payment is recorded
Contact created
Triggers when a new contact is created
Estimate created
Triggers when a new estimate is created
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create estimate
Creates a new estimate
Create item
Creates a new item
Send estimate
Sends an estimate through email
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Send invoice
Sends an invoice through email
Fetch contact
Fetches the details of an existing contact
Fetch invoice
Fetches the details of an existing invoice
Fetch item
Fetches the details of an existing item
What is Lime Go?
Lime Go is a sales tool that helps you keep track of your contacts and collect important information including documents, notes, probability, and history, about your deals.
Similar apps
What is Alegra?
Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time.
Similar apps
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