Integrate Lime Go with Alegra

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

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

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Alegra each time a deal is closed 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 in Alegra.
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Create an invoice in Alegra for newly acquired deals in Lime Go

Lime Go + Alegra

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Supported triggers and actions

Integrate Lime Go and Alegra using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company being worked on

Triggers when the relation for a company is set to 'Working on it'

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'

Positive call registered

Triggers when a positive call is registered in a calling list

Negative call registered

Triggers when a negative call is registered in a calling list

Deal status updated

Triggers when the status of a deal is updated

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'

Customer added

Triggers when the relation for a company is set to 'Is a customer'

Invoice created

Triggers when a new invoice is created

Product or service created

Triggers when a new product or service is created

Payment recorded

Triggers when a new payment is recorded

Contact created

Triggers when a new contact is created

Estimate created

Triggers when a new estimate is created

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create estimate

Creates a new estimate

Create item

Creates a new item

Send estimate

Sends an estimate through email

Create contact

Creates a new contact

Create invoice

Creates a new invoice

Send invoice

Sends an invoice through email

Fetch contact

Fetches the details of an existing contact

Fetch invoice

Fetches the details of an existing invoice

Fetch item

Fetches the details of an existing item

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 Alegra?

Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time.

Accounting

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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