Integrate Lime Go with Workstack

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

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Create a project within Workstack for every accomplished deal in Lime Go

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Workstack for every deal won in your 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 project in Workstack.
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Create a project within Workstack for every accomplished deal in Lime Go

Lime Go + Workstack

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Supported triggers and actions

Integrate Lime Go and Workstack 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 todo list

Triggers when a new todo list is created in the selected project

New task

Triggers when a new task is created for the selected user

New todo

Triggers when a new todo is created in the selected project

New project

Triggers when a new project is created

New meeting

Triggers when a new meeting is created for the selected user

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create task

Creates a new task in the selected todo

Create project

Creates a new project

Create todo list

Creates a new todo list in the selected project

Create todo

Creates a new todo in the selected project

Create meeting

Creates a new meeting

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 Workstack?

Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.

Project Management

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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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Sales Director, Artico

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CEO, Lakeside CNC Group

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Technical Engineer, Master Liveaboards

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