Integrate Lime Go with FreeAgent

Send information between Lime Go and FreeAgent automatically, without writing any code, using Zoho Flow.

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Create an invoice in FreeAgent for newly acquired deals in Lime Go

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in FreeAgent each time a deal is won in Lime Go.

How it works
  1. The flow triggers when the status of a deal is updated to 'won' in Lime Go.
  2. Zoho Flow adds a new item to an existing invoice in FreeAgent.
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Create an invoice in FreeAgent for newly acquired deals in Lime Go

Lime Go + FreeAgent

Build your own integrations between Lime Go and FreeAgent

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Supported triggers and actions

Integrate Lime Go and FreeAgent 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'

Project created

Triggers when a new project is created

Bill created

Triggers when a new bill is created

Invoice created

Triggers when a new invoice is created in the selected project

Contact created

Triggers when a new contact is created

Project note added

Triggers when a new note is added for the selected project

Estimate created

Triggers when a new estimate is created in the selected project

Price list item created

Triggers when a new price list item is created

User created

Triggers when a new user is created

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create journal set

Creates a new journal set

Add invoice item

Adds a new item to an existing invoice

Add note to contact

Adds a note to the selected contact

Create expenses

Creates a new expenses

Create estimate

Creates a new estimate

Create contact

Creates a new contact

Create project

Creates a new project

Add estimate item

Adds a new item to an existing estimate

Create invoice

Creates a new invoice

Create task

Creates a new task in the selected project

Create bill

Creates a new bill

Add note to project

Adds a note to the selected project

Create credit note

Creates a new credit note

Update task

Updates the details of an existing task

Update estimate status

Updates the status of an existing estimate by ID

Update credit note status

Updates the status of an existing credit note using credit note ID

Email an invoice

Sends an existing invoice by invoice ID

Update contact

Updates details of the selected contact

Convert to credit note

Convert a draft negative invoice to a credit note

Fetch invoice

Fetches details of the exisiting invoice by ID

Fetch contact

Fetches details of the selected contact

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.

CRM

What is FreeAgent?

FreeAgent is online accounting software that lets you keep track of your income and expenses. You can link bank accounts, generate sales tax reports, and manage timesheet reports efficiently.

Accounting

Build comprehensive workflows using

Webhook triggers

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Logic

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Custom functions

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