Integrate Lime Go with Upflow
Send information between Lime Go and Upflow automatically, without writing any code, using Zoho Flow.
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Create an invoice in Upflow for the latest closed deals in Lime Go
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in Upflow whenever a deal is closed 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 Upflow.
Create an invoice in Upflow for the latest closed deals in Lime Go
Lime Go + Upflow
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Supported triggers and actions
Integrate Lime Go and Upflow 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'
Customer added
Triggers when a new customer is added
Payment created
Triggers when a new payment is created
Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create customer contact
Creates a new customer contact
Create payment
Creates a payment entry
Create invoice
Creates a new invoice
Create customer
Creates a new customer
Update customer
Updates the details of an existing customer
What is Upflow?
Upflow is an application that helps companies manage invoices and payments. It lets you gain payment insights, follow up on customers' unpaid invoices, automate matching of incoming payments and invoices and more.
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