Integrate Lime Go with Flowlu

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

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

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in Flowlu 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 Flowlu.
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Create an invoice in Flowlu for newly acquired deals in Lime Go

Lime Go + Flowlu

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Supported triggers and actions

Integrate Lime Go and Flowlu 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'

Task created

Triggers when a new task is created

Project created

Triggers when a new project is created

Issue created

Triggers when a new issue is created

Sales opportunity created

Triggers when a new sales opportunity is created

Invoice paid

Triggers when an invoice payment is made

Account created

Triggers when a new account is created

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create task

Creates a new task

Create invoice

Creates a new invoice

Create account

Creates a new account

Create sales opportunity

Creates a new sales opportunity

Create project

Creates a new project

Update account

Updates the details of an existing account

Update task

Updates the details of an existing task

Update sales opportunity

Updates the details of an existing sales opportunity

Update project

Updates the details of an existing project

Fetch sales opportunity

Fetches the details of an existing opportunity by opportunity ID

Fetch task

Fetches the details of an existing task by task ID

Fetch account

Fetches the details of an existing account by account ID

Fetch project

Fetches the details of an existing project by project 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 Flowlu?

Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.

Accounting CRM

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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