Integrate Lime Go with Workstack
Send information between Lime Go and Workstack automatically, without writing any code, using Zoho Flow.
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Create a project within Workstack for every accomplished deal in Lime Go
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Workstack for every deal won in your Lime Go.
How it works
- The flow triggers when the status of a deal is updated to 'won' in Lime Go.
- Zoho Flow creates a new project in Workstack.
Create a project within Workstack for every accomplished deal in Lime Go
Lime Go + Workstack
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Supported triggers and actions
Integrate Lime Go and Workstack 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'
New project
Triggers when a new project is created
New meeting
Triggers when a new meeting is created for the selected user
New todo list
Triggers when a new todo list is created in the selected project
New task
Triggers when a new task is created for the selected user
New todo
Triggers when a new todo is created in the selected project
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create todo
Creates a new todo in the selected project
Create task
Creates a new task in the selected todo
Create meeting
Creates a new meeting
Create todo list
Creates a new todo list in the selected project
Create project
Creates a new project
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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