Integrate Lime Go with LiquidPlanner
Send information between Lime Go and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Create a new project in LiquidPlanner for every deal won in your Lime Go
Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within LiquidPlanner for every accomplished deal 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 LiquidPlanner.
Create a new project in LiquidPlanner for every deal won in your Lime Go
Lime Go + LiquidPlanner
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Supported triggers and actions
Integrate Lime Go and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal won
Triggers when the status of a deal is updated to 'won'
Positive call registered
Triggers when a positive call is registered in a calling list
Negative call registered
Triggers when a negative call is registered in a calling list
Deal status updated
Triggers when the status of a deal is updated
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'
Customer added
Triggers when the relation for a company is set to 'Is a customer'
Company being worked on
Triggers when the relation for a company is set to 'Working on it'
Company in touch
Triggers when the relation for a company is set to 'Been in touch'
Comment created or updated
Triggers when a comment is created or updated
Project created or updated
Triggers when a project is created or updated
Package added or updated
Triggers when a package is added or updated
Document created or updated
Triggers when a document is created or updated
Client added or updated
Triggers when a new client is added or details of an existing client are updated
Task created or updated
Triggers when a task is created or updated
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create milestone
Creates a new milestone
Create folder
Creates a new folder
Create project
Creates a new project
Create event
Creates a full day event
Create task
Creates a new task
Create package
Creates a new package
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.
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What is LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
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Learn more >After implementing Zoho Flow, we reduced manual data entry errors by over 80%, saving a dozen work hours each month. Cost-wise, this translates to saving $5000–$7,000 per year, in addition to faster response times and higher lead conversion potential.
Yaniv David
Ecommerce Business Operations Manager, Amazos
Zoho Flow has made our merchant onboarding at least 15 times faster—from 15 days down to under 24 hours. It also keeps our data in sync across our business apps in real time, so we're making decisions on current and accurate information.
Hugo Garcia
CEO, Zecomy
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
