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 Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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Webhook triggers
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