Integrate Lime Go with Alegra

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

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Create an invoice in Alegra for newly acquired deals in Lime Go

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Alegra each time 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 Alegra.
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Create an invoice in Alegra for newly acquired deals in Lime Go

Lime Go + Alegra

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Supported triggers and actions

Integrate Lime Go and Alegra using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Positive call registered

Triggers when a positive call is registered in a calling list

Company in touch

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

Deal won

Triggers when the status of a deal is updated to 'won'

Deal status updated

Triggers when the status of a deal is updated

Negative call registered

Triggers when a negative call is registered in a calling list

Deal lost

Triggers when the status of a deal is updated to 'lost'

Customer lost

Triggers when the relation for a company is set to 'Was a customer'

Company being worked on

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

Customer added

Triggers when the relation for a company is set to 'Is a customer'

Contact created

Triggers when a new contact is created

Payment recorded

Triggers when a new payment is recorded

Invoice created

Triggers when a new invoice is created

Estimate created

Triggers when a new estimate is created

Product or service created

Triggers when a new product or service is created

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create contact

Creates a new contact

Send invoice

Sends an invoice through email

Create invoice

Creates a new invoice

Create estimate

Creates a new estimate

Fetch contact

Fetches the details of an existing contact

Send estimate

Sends an estimate through email

Create item

Creates a new item

Fetch invoice

Fetches the details of an existing invoice

Fetch item

Fetches the details of an existing item

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 Alegra?

Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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