Integrate Lime Go with Roll

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

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Create a new project in Roll for every deal won in Lime Go

Initiate a project promptly following the closure of a deal. This flow will create a new project in Roll 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 Roll.
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Create a new project in Roll for every deal won in Lime Go

Lime Go + Roll

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Supported triggers and actions

Integrate Lime Go and Roll 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

Task created

Triggers when a new task is created

Project created

Triggers when a new project is created

Company created

Triggers when a new company is created

Time record created

Triggers when a new time record is created

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 company

Creates a new company

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 Roll?

Roll is a project management application that lets you manage projects, track time, assign tasks and more.

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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Business Controller & Process Transformation Manager, Innoliving

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Platform Evangelist, Relay Inc.

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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