Integrate Lime Go with FreshBooks
Send information between Lime Go and FreshBooks automatically, without writing any code, using Zoho Flow.
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Create an invoice in FreshBooks for the latest closed deals in Lime Go
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will create a fresh invoice in FreshBooks for every finalised deal 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 FreshBooks.
Create an invoice in FreshBooks for the latest closed deals in Lime Go
Lime Go + FreshBooks
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Supported triggers and actions
Integrate Lime Go and FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer lost
Triggers when the relation for a company is set to 'Was a customer'
Customer added
Triggers when the relation for a company is set to 'Is a customer'
Company in touch
Triggers when the relation for a company is set to 'Been in touch'
Deal lost
Triggers when the status of a deal is updated to 'lost'
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'
Negative call registered
Triggers when a negative call is registered in a calling list
Deal status updated
Triggers when the status of a deal is updated
Time entry added
Triggers when an new time entry is added
Invoice created
Triggers when a new invoice is created
Expense created
Triggers when a new expense is created
Estimate created
Triggers when a new estimate is created
Payment added
Triggers when a new payment is added
Project created
Triggers when a new project is created
Client created
Triggers when a new client is created
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create task
Creates a new task
Create project
Creates a new project
Create expense
Creates a new expense
Create invoice
Creates a new invoice
Create client
Creates a new client
Create estimate
Creates a new estimate
Update expense
Updates the details of an existing expense
Update task
Updates the details of an existing task
Update client
Updates the details of an existing client
Update project
Updates the details of an existing project
Update invoice
Updates the details of an existing invoice
Update estimate
Updates the details of an existing estimate
Fetch client - By ID
Fetches the details of an existing client by ID
Fetch invoice
Fetches the details of an existing invoice by number
Fetch estimate
Fetches the details of an existing estimate by number
Fetch user
Fetches the details of an existing user by email address
Fetch client - By email address
Fetches the details of an existing client by email address
What is Lime Go?
Lime Go is a sales tool that helps you keep track of your contacts and collect important information including documents, notes, probability, and history, about your deals.
Similar apps
What is FreshBooks?
FreshBooks is accounting software for tracking time, expenses, and tasks. You can customize invoices, generate insightful reports, manage clients, and set up online payment processing in a few steps.
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