Integrate Lime Go with LiquidPlanner

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

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

Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within LiquidPlanner for every accomplished deal 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 project in LiquidPlanner.
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Create a new project in LiquidPlanner for every deal won in your Lime Go

Lime Go + LiquidPlanner

Build your own integrations between Lime Go and LiquidPlanner

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Supported triggers and actions

Integrate Lime Go and LiquidPlanner 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'

Client added or updated

Triggers when a new client is added or details of an existing client are updated

Task created or updated

Triggers when a task is created or updated

Package added or updated

Triggers when a package is added or updated

Document created or updated

Triggers when a document is created or updated

Comment created or updated

Triggers when a comment is created or updated

Project created or updated

Triggers when a project is created or updated

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create task

Creates a new task

Create package

Creates a new package

Create project

Creates a new project

Create event

Creates a full day event

Create milestone

Creates a new milestone

Create folder

Creates a new folder

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 LiquidPlanner?

LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.

Project 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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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

Owain ap Rees

Sales Director, Artico

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

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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