Integrate Lime Go with Roll

Send information between Lime Go and Roll automatically, without writing any code, using Zoho Flow.

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Create a new project in Roll for every deal won in Lime Go

Initiate a project promptly following the closure of a deal. This flow will create a new project in Roll for every deal won in your Lime Go.

How it works
  1. The flow triggers when the status of a deal is updated to 'won' in Lime Go.
  2. Zoho Flow creates a new project in Roll.
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Create a new project in Roll for every deal won in Lime Go

Lime Go + Roll

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Supported triggers and actions

Integrate Lime Go and Roll 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'

Company created

Triggers when a new company is created

Time record created

Triggers when a new time record is created

Task created

Triggers when a new task is created

Project created

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

Create project

Creates a new project

Create company

Creates a new company

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.

CRM

What is Roll?

Roll is a project management application that lets you manage projects, track time, assign tasks and more.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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