Integrate Lime Go with Billy
Send information between Lime Go and Billy automatically, without writing any code, using Zoho Flow.
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Create an invoice in Billy for newly acquired deals in Lime Go
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Billy each time a deal is won 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 Billy.
Create an invoice in Billy for newly acquired deals in Lime Go
Lime Go + Billy
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Supported triggers and actions
Integrate Lime Go and Billy 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
Bill created
Triggers when a new bill is created
Transaction created
Triggers when a new transaction is created
Invoice created
Triggers when a new invoice is created
Product created
Triggers when a new product is added
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Create product
Creates a new product
Create bill
Creates a new bill
Update invoice
Updates the details of an existing invoice
Update bill
Updates the details of an existing bill
Update contact
Updates the details of an existing contact
Update product
Updates the details of an existing product
Fetch bill
Fetches the details of an existing bill using bill ID
Fetch contact
Fetches the details of an existing contact using contact ID, name, or email address.
Fetch product
Fetches the details of an existing product using product ID, name or number.
Fetch invoice
Fetches the details of an existing invoice using invoice ID
What is Billy?
Billy is a user-friendly accounting software application that lets you send invoices, post invoices, and settle VAT with a few clicks.
Build comprehensive workflows using
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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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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.
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Director, Perth Security Services
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
