Integrate Lime Go with Insightful
Send information between Lime Go and Insightful automatically, without writing any code, using Zoho Flow.
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Create a new project in Insightful for every deal won in your Lime Go
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in Insightful for every deal successfully closed 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 Insightful.
Create a new project in Insightful for every deal won in your Lime Go
Lime Go + Insightful
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Supported triggers and actions
Integrate Lime Go and Insightful using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer lost
Triggers when the relation for a company is set to 'Was a customer'
Customer added
Triggers when the relation for a company is set to 'Is a customer'
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
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
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 lost
Triggers when the status of a deal is updated to 'lost'
Employee created
Triggers when a new employee is created
Task created
Triggers when a new task is created
Team created
Triggers when a new team is created
Project created
Triggers when a new project is created
Employee updated
Triggers when the details of an existing employee are updated
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 team
Creates a new team
Create employee
Creates a new employee
Update team
Updates the details of an existing team
Update task
Updates the details of an existing task
Deactivate employee
Deactivates an existing employee
Update employee
Updates the details of an existing employee
Update project
Updates the details of an existing project
Fetch employee
Fetches the details of an existing employee using ID
Fetch project
Fetches the details of an existing project using ID
Fetch employee by email address or name
Fetch record by email address or name
Fetch team
Fetches the details of an existing team using ID
Fetch task
Fetches the details of an existing task using ID
What is Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
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