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.
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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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