Integrate Lime Go with Flowlu
Send information between Lime Go and Flowlu automatically, without writing any code, using Zoho Flow.
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Create an invoice in Flowlu for newly acquired 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 Flowlu 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 Flowlu.
Create an invoice in Flowlu for newly acquired deals in Lime Go
Lime Go + Flowlu
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Supported triggers and actions
Integrate Lime Go and Flowlu using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal status updated
Triggers when the status of a deal is updated
Negative call registered
Triggers when a negative call is registered in a calling list
Positive call registered
Triggers when a positive call is registered in a calling list
Company in touch
Triggers when the relation for a company is set to 'Been in touch'
Deal won
Triggers when the status of a deal is updated to 'won'
Company being worked on
Triggers when the relation for a company is set to 'Working on it'
Customer added
Triggers when the relation for a company is set to 'Is a customer'
Customer lost
Triggers when the relation for a company is set to 'Was a customer'
Deal lost
Triggers when the status of a deal is updated to 'lost'
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Account created
Triggers when a new account is created
Invoice paid
Triggers when an invoice payment is made
Sales opportunity created
Triggers when a new sales opportunity is created
Issue created
Triggers when a new issue is created
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create sales opportunity
Creates a new sales opportunity
Create task
Creates a new task
Create invoice
Creates a new invoice
Create project
Creates a new project
Create account
Creates a new account
Update task
Updates the details of an existing task
Update account
Updates the details of an existing account
Update project
Updates the details of an existing project
Update sales opportunity
Updates the details of an existing sales opportunity
Fetch project
Fetches the details of an existing project by project ID
Fetch account
Fetches the details of an existing account by account ID
Fetch task
Fetches the details of an existing task by task ID
Fetch sales opportunity
Fetches the details of an existing opportunity by opportunity 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 Flowlu?
Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.
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