Integrate Lime Go with Stax

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

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Create an invoice in Stax for the latest closed deals in Lime Go

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in Stax whenever a deal is closed in 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 invoice in Stax.
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Create an invoice in Stax for the latest closed deals in Lime Go

Lime Go + Stax

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Supported triggers and actions

Integrate Lime Go and Stax 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

Transaction created

Triggers when a new transaction is created

Invoice created

Triggers when a new invoice is created

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create customer

Creates a new customer

Create invoice

Creates a new invoice

Send transaction receipt by SMS

Sends an SMS receipt of the specified transaction

Send transaction receipt by email

Sends an email receipt of the specified transaction

Update customer

Updates the details of an existing customer

Refund transaction

Initiates a refund for the specified transaction. The transaction must be older than 24 hours.

Fetch transaction

Fetches the details of an existing transaction

Fetch customer

Fetches the details of an existing customer

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 Stax?

Stax (previously Fattmerchant) is a merchant service provider that helps businesses of all sizes manage financials, payments, invoicing, inventory, sales data, and more.

Build comprehensive workflows using

Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Working with Zoho Flow has helped us reduce low-value tasks, expand the reach of our communications, and increase our revenue. We know there's still a lot of work and potential with Zoho Flow, and we look forward to continuing to explore it.

Manon Chamand

Administrative Director, Syncify

Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.

Sean Rivers

Platform Evangelist, SHARC Energy

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, Syncify

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