Integrate Lime Go with Invoiced

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

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

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Invoiced each time a deal is won 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 Invoiced.
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Create an invoice in Invoiced for the latest closed deals in Lime Go

Lime Go + Invoiced

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Supported triggers and actions

Integrate Lime Go and Invoiced using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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'

Company in touch

Triggers when the relation for a company is set to 'Been in touch'

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

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

Company being worked on

Triggers when the relation for a company is set to 'Working on it'

Subscription canceled

Triggers when a subscription is canceled

New subscription

Triggers when a new subscription is created

New customer

Triggers when a new customer is created

Invoice paid

Triggers when an invoice is paid in full

New invoice

Triggers when a new invoice 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

Fetch customer

Fetches an existing customer by the selected filter

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 Invoiced?

Invoiced is accounting software with flexible billing formats. Let your customers manage personal data, break balances into customized installment plans, and track balances.

Accounting

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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