Integrate Easy Projects with Lime Go

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

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Create a project within Easy Projects 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 Easy Projects 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 Easy Projects.
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Create a project within Easy Projects for every accomplished deal in Lime Go

Lime Go + Easy Projects

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Supported triggers and actions

Integrate Easy Projects and Lime Go using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New activity message

Triggers when a new message is posted in the selected activity

New project

Triggers when a new project is created

New project message

Triggers when a new message is posted in the selected project

Updated project

Triggers when an existing project is updated

New user

Triggers when a new user is created

New project activity

Triggers when a new activity is created in the selected project

New customer

Triggers when a new customer is created

Updated activity

Triggers when an existing activity is updated

New activity

Triggers when a new activity is created

New time log

Triggers when a time log is created

Updated time log

Triggers when an existing time log is updated

Company in touch

Triggers when the relation for a company is set to 'Been in touch'

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'

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'

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'

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

All Actions - Actions are the automated tasks

Create time log

Creates a new time log

Create customer

Creates a new customer

Create activity

Creates a new activity

Post activity message

Posts a new message in an activity

Update user

Updates the details of an existing user

Create User

Creates a new user

Create project

Creates a new project

Post project message

Posts a new message in a project

Update customer

Updates the details of an existing customer

Update activity

Updates an existing activity

Update project

Updates an existing project

Update time log

Updates an existing time log

Fetch time log

Fetches an existing time log by its unique ID

Fetch activity

Fetches an existing activity by its unique ID

Fetch project

Fetches an existing project by its unique ID

Create signal

Creates a new signal

What is Easy Projects?

Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.

Project Management

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

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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