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
- The flow triggers when the status of a deal is updated to 'won' in Lime Go.
- Zoho Flow creates a new invoice in Stax.
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.
Similar apps
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.
Similar apps
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