Integrate Lime Go with Wave

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

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Generate an invoice in Wave 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 generate an invoice in Wave 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 for the selected business in Wave.
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Generate an invoice in Wave for newly closed deals in Lime Go

Lime Go + Wave

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Supported triggers and actions

Integrate Lime Go and Wave 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'

Customer created

Triggers when a new customer is added to the selected business

Invoice created

Triggers when a new invoice is created for the selected business

Product created

Triggers when a new product is created for the selected business

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create product

Creates a product for the selected business

Send invoice

Sends the created invoice to the specified email address

Create customer

Creates a customer for the selected business

Create invoice

Creates a new invoice for the selected business

Fetch customer

Fetches the details of an existing customer

Fetch product

Fetches the details of an existing product

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 Wave?

Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc.

Build comprehensive workflows using

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

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