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
  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 Billy.
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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 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 Billy?

Billy is a user-friendly accounting software application that lets you send invoices, post invoices, and settle VAT with a few clicks.

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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