Integrate Lime Go with Shortcut

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

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Create a project within Shortcut for every accomplished deal in Lime Go

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will create a new project in Shortcut 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 Shortcut.
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Create a project within Shortcut for every accomplished deal in Lime Go

Lime Go + Shortcut

Build your own integrations between Lime Go and Shortcut

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Supported triggers and actions

Integrate Lime Go and Shortcut 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'

Milestone created

Triggers when a new milestone is created

Story created

Triggers when a new story is created in a project

Comment added

Triggers when a new comment is added

Project created

Triggers when a new project is created

Epic created

Triggers when a new epic is created

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create team

Creates a new team

Create iteration

Creates a new iteration

Create category

Creates a new category

Create story

Creates a new story in the selected project

Create milestone

Creates a new milestone

Create epic

Creates a new epic

Create comment

Creates a new comment in a selected story

Create project

Creates a new project

Create label

Creates a new label

Update epic

Updates the details of an existing epic

Update label

Updates the details of an existing label

Update iteration

Update details of an existing iteration

Update story

Updates the details of an existing story

Update team

Update details of an existing team

Fetch epic

Fetch the details of an existing epic using ID

Fetch team

Fetch the details of an existing team using 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.

CRM

What is Shortcut?

Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.

Project Management

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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