Integrate Lime Go with ProWorkflow

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

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Create an invoice in ProWorkflow for recently won deals in Lime Go

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in ProWorkflow each time 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 ProWorkflow.
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Create an invoice in ProWorkflow for recently won deals in Lime Go

Lime Go + ProWorkflow

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Supported triggers and actions

Integrate Lime Go and ProWorkflow 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'

Deal status updated

Triggers when the status of a deal is updated

Company being worked on

Triggers when the relation for a company is set to 'Working on it'

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

Customer lost

Triggers when the relation for a company is set to 'Was a customer'

Company in touch

Triggers when the relation for a company is set to 'Been in touch'

Negative call registered

Triggers when a negative call is registered in a calling list

Customer added

Triggers when the relation for a company is set to 'Is a customer'

Message created

Triggers when a new message is added

Contact created

Triggers when a new contact is added

Task updated

Triggers when the details of an existing task are updated

Company created

Triggers when a new company is added

Invoice updated

Triggers when the details of an existing invoice are edited

Invoice created

Triggers when a new invoice is added

Quote created

Triggers when a new quote is added

Task created

Triggers when a new task is added

Project created

Triggers when a new project is added

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Add invoice

Creates a new invoice

Add expense

Creates a new expense

Add project

Creates a new project

Add contact

Creates a new contact

Add company

Creates a new company

Find contact

Fetches the details of an existing contact using username or email address

Find project

Fetches the details of an existing project

Find invoice

Fetches the details of an existing invoice

Find company

Fetches the details of an existing company by name or email address

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 ProWorkflow?

ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, 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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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