Integrate Lime Go with Saasu

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

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Create an invoice in Saasu for newly acquired deals in Lime Go

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in Saasu for every finalised deal in 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 invoice with item layout and inventory items in Saasu.
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Create an invoice in Saasu for newly acquired deals in Lime Go

Lime Go + Saasu

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Supported triggers and actions

Integrate Lime Go and Saasu 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'

New activity

Triggers when a new activity is created

New contact

Triggers when a new contact is created

New item

Triggers when a new item is created

New invoice

Triggers when a new invoice is created

New purchase order

Triggers when a new purchase order is created

New company

Triggers when a new company is created

Contact updated

Triggers when the details of an existing contact are updated

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create inventory adjustment

Creates a new inventory adjustmemt

Create item

Creates a new item

Create account

Creates a new account

Create service invoice

Creates a new invoice with service layout

Create contact

Creates a new contact

Create company

Creates a new company

Create item invoice

Creates a new invoice with item layout and inventory items

Create activity

Creates a new activity

Create journal

Creates a new journal

Fetch contact - By email address or name

Fetches the details of a contact by email address, first name, or last name

Update contact

Updates details of the selected contact

Update company

Updates the details of an existing company

Fetch contact

Fetches details of the selected contact

Update account

Updates the details of an existing account

Update activity

Updates the details of an existing activity

Update inventory adjustment

Updates the details of an existing inventory adjustment

Update journal

Updates the details of an existing journal

Fetch Invoice

Fetches details of the selected invoice

Search invoice

Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.

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 Saasu?

Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.

Accounting

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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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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CEO, OpIndia

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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