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
  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 FreshBooks.
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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.

CRM

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.

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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