Integrate Lime Go with Forecast

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

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Create a new project in Forecast for every deal won in your Lime Go

Initiate a project promptly following the closure of a deal. This flow will create a new project in Forecast 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 Forecast.
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Create a new project in Forecast for every deal won in your Lime Go

Lime Go + Forecast

Build your own integrations between Lime Go and Forecast

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Supported triggers and actions

Integrate Lime Go and Forecast 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'

New milestone

Triggers when a new milestone is created in the selected project

New subtask

Triggers when a new subtask is created in the selected project

New time entry

Triggers when a new time entry is created in the selected project

New client

Triggers when a new client is created

New project

Triggers when a new project is created

New sprint

Triggers when a new sprint is created in the selected project

New task

Triggers when a new card is created in the selected project

New person

Triggers when a new person is added

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create milestone

Creates a new milestone in the selected project

Create subtask

Creates a new sub task/to-do

Create task

Creates a new task

Create client

Creates a new client

Create project

Creates a new project

Create label

Creates a new label

Create sprint

Creates a new sprint in the selected project

Create time registration

Creates a new time registration

Add person

Adds a new person

Fetch label

Fetches an existing label by name

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 Forecast?

Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.

Product Management

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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