Integrate Lime Go with LiquidPlanner
Send information between Lime Go and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Create a new project in LiquidPlanner for every deal won in your Lime Go
Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within LiquidPlanner 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 LiquidPlanner.
Create a new project in LiquidPlanner for every deal won in your Lime Go
Lime Go + LiquidPlanner
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Supported triggers and actions
Integrate Lime Go and LiquidPlanner 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'
Comment created or updated
Triggers when a comment is created or updated
Project created or updated
Triggers when a project is created or updated
Package added or updated
Triggers when a package is added or updated
Document created or updated
Triggers when a document is created or updated
Client added or updated
Triggers when a new client is added or details of an existing client are updated
Task created or updated
Triggers when a task is created or updated
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create milestone
Creates a new milestone
Create folder
Creates a new folder
Create project
Creates a new project
Create event
Creates a full day event
Create task
Creates a new task
Create package
Creates a new package
What is LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
Build comprehensive workflows using
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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