Integrate Lime Go with MeisterTask
Send information between Lime Go and MeisterTask automatically, without writing any code, using Zoho Flow.
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Create a project within MeisterTask for every accomplished deal in Lime Go
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will automatically create a project within MeisterTask for every accomplished 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 project in MeisterTask.
Create a project within MeisterTask for every accomplished deal in Lime Go
Lime Go + MeisterTask
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Supported triggers and actions
Integrate Lime Go and MeisterTask 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
New section
Triggers when a new section is created
New task created
Triggers when a new task is created
New task in section
Triggers when a new task is added in the selected section
New task in project
Triggers when a new task is created in the selected project
Task completed
Triggers when a task is completed
New person
Triggers when a new person is added to a project
New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create task
Creates a new task in the selected section
Fetch person
Fetches a person by their unique ID
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 MeisterTask?
MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.
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Logic
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Custom functions
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
