Integrate Lime Go with Moneybird

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

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Generate an invoice in Moneybird 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 create a fresh invoice in Moneybird for every finalised deal 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 sales invoice in Moneybird.
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Generate an invoice in Moneybird for newly closed deals in Lime Go

Lime Go + Moneybird

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Connect Lime Go and Moneybird with over 800+ 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 Moneybird 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'

New contact

Triggers when a new contact is created

New sales invoice

Triggers when a new sales invoice is created

New quote

Triggers when a new quote is created

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create document

Creates a new document

Send sales invoice

Sends a sales invoice to the specified email

Create contact

Creates a new contact

Create sales invoice

Creates a new sales invoice

Create estimate

Creates a new estimate

Fetch contact

Fetches a contact by email

Fetch product

Fetches a product by description

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 Moneybird?

Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.

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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