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
- The flow triggers when the status of a deal is updated to 'won' in Lime Go.
- Zoho Flow creates a new invoice in Alegra.
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 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
Contact created
Triggers when a new contact is created
Product or service created
Triggers when a new product or service is created
Invoice created
Triggers when a new invoice is created
Payment recorded
Triggers when a new payment is recorded
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
Fetch contact
Fetches the details of an existing contact
Send estimate
Sends an estimate through email
Create item
Creates a new item
Create contact
Creates a new contact
Send invoice
Sends an invoice through email
Create invoice
Creates a new 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.
Similar apps
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.
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Hitesh Matlani
Director - Business Development and Operations, Avid Brio
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes.
Toto
Technical Engineer, Master Liveaboards
Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.
Brett Stewart
Senior Project Manager, Ultravision
