Integrate Lime Go with QuickFile
Send information between Lime Go and QuickFile automatically, without writing any code, using Zoho Flow.
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Create an invoice in QuickFile for the latest closed deals in Lime Go
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in QuickFile each time a deal is won 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 QuickFile.
Create an invoice in QuickFile for the latest closed deals in Lime Go
Lime Go + QuickFile
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Supported triggers and actions
Integrate Lime Go and QuickFile 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
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create bank entry
Creates a new bank entry
Add client
Adds a new client
Create invoice
Creates a new invoice
Fetch client
Fetches the details of an existing client by company name
Fetch item
Fetches the details of an existing item by name
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 QuickFile?
QuickFile is a cloud accounting and bookkeeping tool. You can create a branded online portal, organize receipts, and track VAT returns efficiently.
Similar apps
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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