Integrate Lime Go with Moneybird
Send information between Lime Go and Moneybird automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Moneybird for newly closed deals in Lime Go
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in Moneybird for every finalised deal 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 sales invoice in Moneybird.
Generate an invoice in Moneybird for newly closed deals in Lime Go
Lime Go + Moneybird
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Supported triggers and actions
Integrate Lime Go and Moneybird 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 quote
Triggers when a new quote is created
New sales invoice
Triggers when a new sales invoice is created
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create estimate
Creates a new estimate
Create sales invoice
Creates a new sales invoice
Send sales invoice
Sends a sales invoice to the specified email
Create document
Creates a new document
Create contact
Creates a new contact
Fetch product
Fetches a product by description
Fetch contact
Fetches a contact by email
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 Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
Similar apps
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