Integrate Lime Go with MeisterTask

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

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Create a project within MeisterTask for every accomplished deal in Lime Go

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will automatically create a project within MeisterTask for every accomplished deal 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 project in MeisterTask.
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Create a project within MeisterTask for every accomplished deal in Lime Go

Lime Go + MeisterTask

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Supported triggers and actions

Integrate Lime Go and MeisterTask 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'

New section

Triggers when a new section is created

New task in project

Triggers when a new task is created in the selected project

New project

Triggers when a new project is created

New task in section

Triggers when a new task is added in the selected section

New person

Triggers when a new person is added to a project

Task completed

Triggers when a task is completed

New task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create task

Creates a new task in the selected section

Fetch person

Fetches a person by their unique 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 MeisterTask?

MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.

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Logic

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Custom functions

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