Integrate Lime Go with MeisterTask

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

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Create a project within MeisterTask for every accomplished deal in Lime Go

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will automatically create a project within MeisterTask for every accomplished deal 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 creates a new project in MeisterTask.
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Create a project within MeisterTask for every accomplished deal in Lime Go

Lime Go + MeisterTask

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Supported triggers and actions

Integrate Lime Go and MeisterTask 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'

New project

Triggers when a new project is created

New task in section

Triggers when a new task is added in the selected section

New person

Triggers when a new person is added to a project

New section

Triggers when a new section is created

New task

Triggers when a new task is created

Task completed

Triggers when a task is completed

New task in project

Triggers when a new task is created in the selected project

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create tag

Creates a new tag in the selected project

Create task

Creates a new task in the selected section

Create comment

Creates a new comment in a specific task

Create section

Creates a new section in the selected project

Add tag to task

Creates a new tag in the selected task

Create project

Creates a new project

Update task

Update task by specific task id.

Update project

Updates the details of an existing project

Update section

Update section by specific section id.

Fetch project

Fetches the details of an existing project using project ID

Fetch section

Fetches the details of an existing section using section ID

Fetch person

Fetches the details of an existing person using unique ID

Fetch task

Fetches the details of an existing task using task ID

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 MeisterTask?

MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.

Build comprehensive workflows using

Webhook triggers

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Logic

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Custom functions

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