Integrate Lime Go with Roll

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

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Create a new project in Roll for every deal won in Lime Go

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

Lime Go + Roll

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Supported triggers and actions

Integrate Lime Go and Roll 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'

Company created

Triggers when a new company is created

Time record created

Triggers when a new time record is created

Task created

Triggers when a new task is created

Project created

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create company

Creates a new company

Create task

Creates a new task

Create project

Creates a new project

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 Roll?

Roll is a project management application that lets you manage projects, track time, assign tasks and more.

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

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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