Integrate Lime Go with Roll

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

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Create a new project in Roll for every deal won in Lime Go

Initiate a project promptly following the closure of a deal. This flow will create a new project in Roll for every deal won in your 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 Roll.
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Create a new project in Roll for every deal won in Lime Go

Lime Go + Roll

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Supported triggers and actions

Integrate Lime Go and Roll 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'

Company created

Triggers when a new company is created

Time record created

Triggers when a new time record is created

Task created

Triggers when a new task is created

Project created

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create task

Creates a new task

Create project

Creates a new project

Create company

Creates a new company

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 Roll?

Roll is a project management application that lets you manage projects, track time, assign tasks and more.

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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CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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