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Integrate Lime Go with FreeAgent
Send information between Lime Go and FreeAgent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an invoice in FreeAgent for newly acquired deals in Lime Go
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in FreeAgent each time a deal is won in Lime Go.
How it works
- The flow triggers when the status of a deal is updated to 'won' in Lime Go.
- Zoho Flow adds a new item to an existing invoice in FreeAgent.
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Create an invoice in FreeAgent for newly acquired deals in Lime Go
Lime Go + FreeAgent
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Build your own integrations between Lime Go and FreeAgent
Connect Lime Go and FreeAgent with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Lime Go and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Customer lost
Triggers when the relation for a company is set to 'Was a customer'
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Deal lost
Triggers when the status of a deal is updated to 'lost'
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Customer added
Triggers when the relation for a company is set to 'Is a customer'
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Company in touch
Triggers when the relation for a company is set to 'Been in touch'
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Negative call registered
Triggers when a negative call is registered in a calling list
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Deal status updated
Triggers when the status of a deal is updated
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Deal won
Triggers when the status of a deal is updated to 'won'
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Positive call registered
Triggers when a positive call is registered in a calling list
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Company being worked on
Triggers when the relation for a company is set to 'Working on it'
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Bill created
Triggers when a new bill is created
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User created
Triggers when a new user is created
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Invoice created
Triggers when a new invoice is created in the selected project
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Estimate created
Triggers when a new estimate is created in the selected project
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Price list item created
Triggers when a new price list item is created
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Project created
Triggers when a new project is created
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Contact created
Triggers when a new contact is created
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Project note added
Triggers when a new note is added for the selected project
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Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
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Create signal
Creates a new signal
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Create credit note
Creates a new credit note
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Create contact
Creates a new contact
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Create journal set
Creates a new journal set
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Add note to project
Adds a note to the selected project
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Add estimate item
Adds a new item to an existing estimate
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Add invoice item
Adds a new item to an existing invoice
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Create invoice
Creates a new invoice
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Create estimate
Creates a new estimate
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Add note to contact
Adds a note to the selected contact
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Create expenses
Creates a new expenses
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Create task
Creates a new task in the selected project
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Create project
Creates a new project
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Create bill
Creates a new bill
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Update contact
Updates details of the selected contact
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Update estimate status
Updates the status of an existing estimate by ID
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Update credit note status
Updates the status of an existing credit note using credit note ID
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Update task
Updates the details of an existing task
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Convert to credit note
Convert a draft negative invoice to a credit note
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Email an invoice
Sends an existing invoice by invoice ID
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Fetch invoice
Fetches details of the exisiting invoice by ID
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Fetch contact
Fetches details of the selected contact
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.
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What is FreeAgent?
FreeAgent is online accounting software that lets you keep track of your income and expenses. You can link bank accounts, generate sales tax reports, and manage timesheet reports efficiently.
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