Integrate Lime Go with Billy
Send information between Lime Go and Billy automatically, without writing any code, using Zoho Flow.
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Create an invoice in Billy for newly acquired deals in Lime Go
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Billy 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 Billy.
Create an invoice in Billy for newly acquired deals in Lime Go
Lime Go + Billy
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Supported triggers and actions
Integrate Lime Go and Billy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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'
Contact created
Triggers when a new contact is created
Transaction created
Triggers when a new transaction is created
Product created
Triggers when a new product is added
Invoice created
Triggers when a new invoice is created
Bill created
Triggers when a new bill is created
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create product
Creates a new product
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Create bill
Creates a new bill
Update invoice
Updates the details of an existing invoice
Update contact
Updates the details of an existing contact
Update bill
Updates the details of an existing bill
Update product
Updates the details of an existing product
Fetch product
Fetches the details of an existing product using product ID, name or number.
Fetch bill
Fetches the details of an existing bill using bill ID
Fetch contact
Fetches the details of an existing contact using contact ID, name, or email address.
Fetch invoice
Fetches the details of an existing invoice using invoice ID
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 Billy?
Billy is a user-friendly accounting software application that lets you send invoices, post invoices, and settle VAT with a few clicks.
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