Integrate Lime Go with Insightly
Send information between Lime Go and Insightly automatically, without writing any code, using Zoho Flow.
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Create a new project in Insightly for every deal won in your Lime Go
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Insightly for every deal won 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 Insightly.
Create a new project in Insightly for every deal won in your Lime Go
Lime Go + Insightly
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Supported triggers and actions
Integrate Lime Go and Insightly 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
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Organization
Triggers when a new organization is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create Lead
Creates a new lead
Create Task
Creates a new task
Create Project
Creates a new project
Create Contact
Creates a new contact
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.
Learn more >Zoho Flow and Zoho's suite of products have helped us increase our efficiency by at least 50%. Thank you, Zoho, for such a wonderful software ecosystem.
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CEO, Infinite Solutions
Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
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Operations Manager, Package Mate
Zoho Flow has optimized our process and equipped us to make data-driven reports, decisions, and predictions in real time. We've improved our efficiency by over 70% by eliminating manual work. Zoho Flow helps create powerful integrations without the need for a developer. I strongly suggest that any organization running large amounts of data that needs to be automated in real time use Zoho Flow.
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