Integrate Lime Go with FreeAgent
Send information between Lime Go and FreeAgent automatically, without writing any code, using Zoho Flow.
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Create an invoice in FreeAgent for newly acquired deals in Lime Go
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in FreeAgent 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 adds a new item to an existing invoice in FreeAgent.
Create an invoice in FreeAgent for newly acquired deals in Lime Go
Lime Go + FreeAgent
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Supported triggers and actions
Integrate Lime Go and FreeAgent 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'
Price list item created
Triggers when a new price list item is created
User created
Triggers when a new user is created
Estimate created
Triggers when a new estimate is created in the selected project
Project created
Triggers when a new project is created
Invoice created
Triggers when a new invoice is created in the selected project
Task created
Triggers when a new task is created
Bill created
Triggers when a new bill is created
Project note added
Triggers when a new note is added for the selected project
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create task
Creates a new task in the selected project
Create expenses
Creates a new expenses
Create journal set
Creates a new journal set
Create contact
Creates a new contact
Create credit note
Creates a new credit note
Add note to contact
Adds a note to the selected contact
Add invoice item
Adds a new item to an existing invoice
Create estimate
Creates a new estimate
Create invoice
Creates a new invoice
Add note to project
Adds a note to the selected project
Create bill
Creates a new bill
Add estimate item
Adds a new item to an existing estimate
Create project
Creates a new project
Update contact
Updates details of the selected contact
Email an invoice
Sends an existing invoice by invoice ID
Update task
Updates the details of an existing task
Convert to credit note
Convert a draft negative invoice to a credit note
Update credit note status
Updates the status of an existing credit note using credit note ID
Update estimate status
Updates the status of an existing estimate by ID
Fetch contact
Fetches details of the selected contact
Fetch invoice
Fetches details of the exisiting invoice by ID
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 FreeAgent?
FreeAgent is online accounting software that lets you keep track of your income and expenses. You can link bank accounts, generate sales tax reports, and manage timesheet reports efficiently.
Similar apps
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