Integrate Lime Go with Wild Apricot
Send information between Lime Go and Wild Apricot automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Wild Apricot for newly closed deals in Lime Go
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Wild Apricot 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 Wild Apricot.
Generate an invoice in Wild Apricot for newly closed deals in Lime Go
Lime Go + Wild Apricot
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Supported triggers and actions
Integrate Lime Go and Wild Apricot 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'
Event created or updated
Triggers when an event is created or updated
Event registration created or updated
Triggers when an event registration is created or updated
Invoice created or updated
Triggers when an invoice is created or updated
Payment created or updated
Triggers when a payment is created or updated
Contact created or updated
Triggers when a contact is created or updated
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create contact
Creates a new contact
Create event registration
Creates a new event registration for an existing contact
Check-in or check-out event attendee
Marks an event attendee as checked-in or check-out
Fetch event registration
Fetches the details of an existing event registration
Create event
Creates a new event
Create invoice
Creates a new invoice
Update contact
Updates the details of an existing contact
Update event
Updates the details of an existing event
Update event registration
Updates the details of an existing event registration
Fetch contact
Fetches the details of an existing contact
Fetch invoice
Fetches the details of an existing invoice
Fetch event
Fetches the details of an existing event
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.
Similar apps
What is Wild Apricot?
Wild Apricot is a membership management solution that helps you automate and simplify membership tasks in your organization. It provides features such as member management, website builder, event management, payments, and more.
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