Integrate Lime Go with QuickFile
Send information between Lime Go and QuickFile automatically, without writing any code, using Zoho Flow.
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Create an invoice in QuickFile for the latest closed deals in Lime Go
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in QuickFile each time a deal is 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 invoice in QuickFile.
Create an invoice in QuickFile for the latest closed deals in Lime Go
Lime Go + QuickFile
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Supported triggers and actions
Integrate Lime Go and QuickFile 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'
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create invoice
Creates a new invoice
Fetch client
Fetches the details of an existing client by company name
Create bank entry
Creates a new bank entry
Add client
Adds a new client
Fetch item
Fetches the details of an existing item by name
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 QuickFile?
QuickFile is a cloud accounting and bookkeeping tool. You can create a branded online portal, organize receipts, and track VAT returns efficiently.
Similar apps
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Webhook triggers
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Logic
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Custom functions
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