Integrate Lime Go with Billy
Send information between Lime Go and Billy automatically, without writing any code, using Zoho Flow.
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Create an invoice in Billy for newly acquired deals in Lime Go
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Billy 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 creates a new invoice in Billy.
Create an invoice in Billy for newly acquired deals in Lime Go
Lime Go + Billy
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Supported triggers and actions
Integrate Lime Go and Billy 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 created
Triggers when a new product is added
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
Bill created
Triggers when a new bill is created
Transaction created
Triggers when a new transaction is created
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create invoice
Creates a new invoice
Create contact
Creates a new contact
Create product
Creates a new product
Create bill
Creates a new bill
Update product
Updates the details of an existing product
Update bill
Updates the details of an existing bill
Update contact
Updates the details of an existing contact
Update invoice
Updates the details of an existing invoice
Fetch contact
Fetches the details of an existing contact using contact ID, name, or email address.
Fetch bill
Fetches the details of an existing bill using bill ID
Fetch product
Fetches the details of an existing product using product ID, name or number.
Fetch invoice
Fetches the details of an existing invoice using invoice ID
What is Billy?
Billy is a user-friendly accounting software application that lets you send invoices, post invoices, and settle VAT with a few clicks.
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