Integrate Lime Go with Stax

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

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Create an invoice in Stax for the latest closed deals in Lime Go

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in Stax whenever a deal is closed 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 Stax.
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Create an invoice in Stax for the latest closed deals in Lime Go

Lime Go + Stax

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Supported triggers and actions

Integrate Lime Go and Stax 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'

Invoice created

Triggers when a new invoice is created

Transaction created

Triggers when a new transaction is created

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create invoice

Creates a new invoice

Create customer

Creates a new customer

Update customer

Updates the details of an existing customer

Send transaction receipt by email

Sends an email receipt of the specified transaction

Send transaction receipt by SMS

Sends an SMS receipt of the specified transaction

Refund transaction

Initiates a refund for the specified transaction. The transaction must be older than 24 hours.

Fetch customer

Fetches the details of an existing customer

Fetch transaction

Fetches the details of an existing transaction

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 Stax?

Stax (previously Fattmerchant) is a merchant service provider that helps businesses of all sizes manage financials, payments, invoicing, inventory, sales data, and more.

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Webhook triggers

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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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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