Integrate Lime Go with LessAccounting
Send information between Lime Go and LessAccounting automatically, without writing any code, using Zoho Flow.
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Generate an invoice in LessAccounting for newly closed deals in Lime Go
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in LessAccounting 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 adds a new invoice in LessAccounting.
Generate an invoice in LessAccounting for newly closed deals in Lime Go
Lime Go + LessAccounting
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Supported triggers and actions
Integrate Lime Go and LessAccounting 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
Business created
Triggers when you add a new business
Payment created
Triggers when a new payment is created
Invoice created
Triggers when a new invoice is added
Expense created
Triggers when a new expense is added
Contact created
Triggers when you add a new contact
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create contact
Adds a new contact
Create expense
Adds a new expense
Add line item
Adds a new line item in the specified proposal or invoice
Create invoice
Adds a new invoice
Update contact
Updates the details of an existing contact
Fetch payment
Fetches the details of an existing payment
Fetch invoice
Fetches the details of an existing invoice
Fetch contact
Fetches the details of an existing contact
Fetch expense
Fetches the details of an existing expense
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.
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What is LessAccounting?
LessAccounting is an invoicing and accounting solution that lets you create custom business proposals, convert them into invoices, and send them to your contacts. Its bookkeeping software also provides expense tracking, cloud accounting, and more.
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