Integrate Lime Go with Wild Apricot

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

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Generate an invoice in Wild Apricot for newly closed deals in Lime Go

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Wild Apricot 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 Wild Apricot.
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Generate an invoice in Wild Apricot for newly closed deals in Lime Go

Lime Go + Wild Apricot

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Supported triggers and actions

Integrate Lime Go and Wild Apricot 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'

Event created or updated

Triggers when an event is created or updated

Contact created or updated

Triggers when a contact is created or updated

Invoice created or updated

Triggers when an invoice is created or updated

Event registration created or updated

Triggers when an event registration is created or updated

Payment created or updated

Triggers when a payment is created or updated

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Fetch event registration

Fetches the details of an existing event registration

Check-in or check-out event attendee

Marks an event attendee as checked-in or check-out

Create invoice

Creates a new invoice

Create event

Creates a new event

Create event registration

Creates a new event registration for an existing contact

Create contact

Creates a new contact

Update event registration

Updates the details of an existing event registration

Update event

Updates the details of an existing event

Update contact

Updates the details of an existing contact

Fetch invoice

Fetches the details of an existing invoice

Fetch contact

Fetches the details of an existing contact

Fetch event

Fetches the details of an existing event

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 Wild Apricot?

Wild Apricot is a membership management solution that helps you automate and simplify membership tasks in your organization. It provides features such as member management, website builder, event management, payments, and more.

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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