Integrate Lime Go with Stax

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

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

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in Stax 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 Stax.
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Create an invoice in Stax for the latest closed deals in Lime Go

Lime Go + Stax

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Supported triggers and actions

Integrate Lime Go and Stax 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'

Transaction created

Triggers when a new transaction is created

Invoice created

Triggers when a new invoice is created

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create customer

Creates a new customer

Create invoice

Creates a new invoice

Send transaction receipt by SMS

Sends an SMS receipt of the specified transaction

Send transaction receipt by email

Sends an email receipt of the specified transaction

Update customer

Updates the details of an existing customer

Refund transaction

Initiates a refund for the specified transaction. The transaction must be older than 24 hours.

Fetch transaction

Fetches the details of an existing transaction

Fetch customer

Fetches the details of an existing customer

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 Stax?

Stax (previously Fattmerchant) is a merchant service provider that helps businesses of all sizes manage financials, payments, invoicing, inventory, sales data, and more.

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Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

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