Integrate Lime Go with QuickFile

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

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Create an invoice in QuickFile for the latest closed 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 QuickFile 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 creates a new invoice in QuickFile.
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Create an invoice in QuickFile for the latest closed deals in Lime Go

Lime Go + QuickFile

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Supported triggers and actions

Integrate Lime Go and QuickFile 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'

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Add client

Adds a new client

Fetch client

Fetches the details of an existing client by company name

Create bank entry

Creates a new bank entry

Create invoice

Creates a new invoice

Fetch item

Fetches the details of an existing item by name

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 QuickFile?

QuickFile is a cloud accounting and bookkeeping tool. You can create a branded online portal, organize receipts, and track VAT returns efficiently.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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