Integrate Lime Go with Zoho Sign

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

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Supported 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'

Document sent

Triggers when a document is sent

Document declined

Triggers when a document is declined

Folder created

Triggers when a new folder is created

Document expired

Triggers when a document has expired

Document recalled

Triggers when a document is recalled

Document viewed

Triggers when a document is viewed

Document forwarded

Triggers when a document is forwarded

Template created

Triggers when a new template is created

Document completed

Triggers when a document is completed

Document signed

Triggers when a document is signed

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Send document

Populates a document based on a template and sends it to the specified recipients

Create folder

Creates a new folder

Send request by email

Sends a request to the specified email address

Draft document

Populates a document based on a template

Change request owner

Chnages the owner of the specified request

Update document

Updates the details of an existing document based on ID

Fetch document

Fetches the details of an existing document by ID

Fetch template

Fetches the details of an existing template by name or ID

Fetch recipient

Fetches the details of a document's recipient by email address

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 Zoho Sign?

Zoho Sign is digital signature software for business. You can send documents, receive notification about document status, and set reminders in accordance with the document expiry date.

Signature Zoho

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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We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Know more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Know more

Louis Castellano

CEO, Lakeside CNC Group

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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