Integrate Lime Go with Zoho Invoice

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

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Create an invoice in Zoho Invoice 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 Zoho Invoice 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 Zoho Invoice.
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Create an invoice in Zoho Invoice for newly acquired deals in Lime Go

Lime Go + Zoho Invoice

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Supported triggers and actions

Integrate Lime Go and Zoho Invoice 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'

Project created

Triggers when a new project is created

Contact created

Triggers when a new contact is created

Estimate updated

Triggers when any detail of an existing estimate is updated

Invoice created

Triggers when a new invoice is created

Contact updated

Triggers when any detail of an existing contact is updated

Payment received

Triggers when a new payment is received

Payment updated

Triggers when any detail of an existing payment is updated

Contact person created

Triggers when a new contact person is created for an existing contact

Estimate created

Triggers when a new estimate is created in the selected organization

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Timesheet updated

Triggers when the details of an existing timesheet are updated

Recurring expense created

Triggers when a new recurring expense is created

Timesheet created

Triggers when a new timesheet is created

Item updated

Triggers when any detail of an existing item is updated

Item created

Triggers when a new item is created in the selected organization

Credit note created

Triggers when a new credit note is created

Project updated

Triggers when any detail of an existing project is updated

Invoice updated

Triggers when any detail of an existing invoice is updated

Credit note updated

Triggers when the details of an existing credit note are updated

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Send estimate

Sends an existing estimate to the specified recipients

Start timer

Starts timer for the selected task

Create recurring invoice

Creates a new recurring invoice

Create project

Creates a new project

Send invoice

Sends an existing invoice to the specified recipients

Send retainer invoice

Sends a retainer invoice to the specified email address

Stop timer

Stops the timer that is currently running

Record payment

Records a payment for an existing invoice

Create estimate

Creates a new estimate

Create task

Creates a new task in the specified project

Add address for customer

Adds address details for an existing customer

Create contact person

Creates a new contact person for the selected contact

Create contact

Creates a new contact

Create recurring expense

Creates a new recurring expense

Mark as primary contact person

Marks the specified contact person as the primary contact person for the company

Create item

Creates a new item

Create timesheet

Creates a new timesheet entry

Request payment information

Sends a payment information request to the specified email address

Create retainer invoice

Creates a new retainer invoice

Create invoice

Creates a new invoice

Update estimate

Updates the details of an existing estimate

Create payment link

Creates a payment link

Update item

Updates the details of an existing item

Update invoice status

Updates the status of an existing invoice

Update contact person

Updates the details of an existing contact person

Update timesheet

Updates the details of an existing timesheet

Update task

Updates the details of an existing task

Update contact

Updates the details of an existing contact

Update invoice

Updates the details of an existing invoice

Update project

Updates the details of an existing project

Update payment link

Updates the details of an existing payment link

Fetch task

Fetches the details of an existing task by ID

Fetch user

Fetches the details of an existing user by ID, name, or email address

Fetch payment

Fetches the details of an existing payment

Fetch invoice by ID

Fetches the details of an existing invoice by ID

Fetch contact by display name

Fetches the details of an existing contact by display name

Fetch item by name

Fetches the details of an existing item by name

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch contact by email

Fetches the details of an existing contact by email

Fetch recurring expense

Fetches the details of an existing recurring expense

Fetch item by SKU

Fetches the details of an existing item by SKU

Fetch estimate

Fetches the details of an existing invoice

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch timesheet

Fetches the details of an existing timesheet by ID

Fetch public invoice payment link

Fetches the payment link for the specified invoice

Fetch project

Fetches the details of an existing project by ID

Fetch item by ID

Fetches the details of an existing item by 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 Zoho Invoice?

Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.

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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