Integrate Lime Go with Alegra

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

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Create an invoice in Alegra for newly acquired deals in Lime Go

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Alegra each time a deal is closed 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 invoice in Alegra.
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Create an invoice in Alegra for newly acquired deals in Lime Go

Lime Go + Alegra

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Supported triggers and actions

Integrate Lime Go and Alegra using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Customer added

Triggers when the relation for a company is set to 'Is a customer'

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 won

Triggers when the status of a deal is updated to 'won'

Positive call registered

Triggers when a positive call is registered in a calling list

Company being worked on

Triggers when the relation for a company is set to 'Working on it'

Company in touch

Triggers when the relation for a company is set to 'Been in touch'

Customer lost

Triggers when the relation for a company is set to 'Was a customer'

Deal lost

Triggers when the status of a deal is updated to 'lost'

Product or service created

Triggers when a new product or service is created

Payment recorded

Triggers when a new payment is recorded

Invoice created

Triggers when a new invoice is created

Contact created

Triggers when a new contact is created

Estimate created

Triggers when a new estimate is created

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Send estimate

Sends an estimate through email

Create estimate

Creates a new estimate

Create item

Creates a new item

Create contact

Creates a new contact

Create invoice

Creates a new invoice

Fetch contact

Fetches the details of an existing contact

Send invoice

Sends an invoice through email

Fetch item

Fetches the details of an existing item

What is Lime Go?

Lime Go is a sales tool that helps you keep track of your contacts and collect important information such as documents, notes, probability, and history, about your deals.

CRM

What is Alegra?

Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time.

Accounting

Build comprehensive workflows using

Webhook triggers

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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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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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 truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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