Cling + LIME Go

Add new LIME Go customers to Cling as clients

Less time on entering data is more time spent on closing new clients. Put your workflow on autopilot with this automation. It captures new customers created in LIME Go and created clients in Cling ready for sends proposals and invoices.

When this happens...
New Customer
Triggers when a company gets the relation "Is A Customer".
TriggerInstant
automatically do this!
Create Client
Creates a new client
ActionWrite

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Supported triggers and actions

What does this mean?

Registered Negative Call
Triggers when a negative call has been registered in a calling list.
Trigger
Instant
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Company Worked On
Triggers when a company gets the relation "Working On It".
Trigger
Instant
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Updated Deal Status
Triggers when the status of deals changes. Only true for intermediate statuses.
Trigger
Instant
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Lost Customer
Triggers when a company gets the relation "Was A Customer".
Trigger
Instant
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Booked Meeting
Triggers when meeting is booked in Lime Go.
Trigger
Instant
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Company in Touch
Triggers when a company gets the relation "Been in touch".
Trigger
Instant
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- IDRequired
- Relation
- Coworker identifier
- Tags to add
Action
Write

- IDRequired
- External key nameRequired
- External key valueRequired
Action
Write
- External Key NameRequired
- External Key ValueRequired
Action
Search
Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
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Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
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Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Instant
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- Document nameRequired
- Template IDRequired
- Client IDRequired
Action
Write

Registered Positive Call
Triggers when a positive call has been registered in a calling list.
Trigger
Instant
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New Customer
Triggers when a company gets the relation "Is A Customer".
Trigger
Instant
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Won Deal
Triggers when a deal is won in Lime Go.
Trigger
Instant
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Lost Deal
Triggers when a deal is lost in Lime Go.
Trigger
Instant
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Reported Meeting
Triggers when meeting is reported using Lime Go.
Trigger
Instant
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- IDRequired
- Coworker identifier
- Status
- Note
- Tags to add
Action
Write
- IDRequired
- External key nameRequired
- External key valueRequired
Action
Write
- NameRequired
- StrengthRequired
- Organization Id
- Organization Name
- Organization Registration Number
- Organization Source ID
- Organization VAT Number
- Person Id
- Person Email
- Person First Name
- Person Last Name
- Person Phone
- Note
Action
Write
- External Key NameRequired
- External Key ValueRequired
Action
Search
Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Trigger
Instant
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Document Expired
Triggers when a document changes status to expired.
Trigger
Instant
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Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
Try It
- Client type
- Client nameRequired
- Client socialSecurityNumber / organisationNumber
- Client reference
- Client email
- Client cellphone
- Client cellphone region
- Client street
- Client zip
- Client city
- Client reverse VAT
- Client note
Action
Write
- Document IDRequired
Action
Write

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Help

Related categories

Proposal & Invoice Management

About LIME Go

LIME Go is a smart CRM-system with all Nordic companies and decision makers already included and always kept up to date. LIME Go helps you find and win deals, from first contact to signed contract.

Help

Related categories

Sales & CRM

Similar apps

OnePageCRM

CRM (Customer Relationship Management)

Pipedrive

CRM (Customer Relationship Management)

Related Zap Templates

Update LIME Go deals when new documents are accepted in Cling

Related Zap Templates

Update LIME Go deals when new documents are accepted in Cling

Cling + LIME Go

Add new LIME Go customers to Cling as clients

Registered Negative Call

Company Worked On

Updated Deal Status

Lost Customer

Booked Meeting

Company in Touch

Update Organization

Relation

Coworker identifier

Tags to add

Set External Key on Organization

Find a Deal by External Key

Document Accepted

Document Denied

Document Sent

New Document

Create Document

Registered Positive Call

New Customer

Won Deal

Lost Deal

Reported Meeting

Update Deal

Coworker identifier

Status

Note

Tags to add

Set External Key on Deal

Create Signal

Organization Id

Organization Name

Organization Registration Number

Organization Source ID

Organization VAT Number

Person Id

Person Email

Person First Name

Person Last Name

Person Phone

Note

Find an Organization by External Key

Document Accepted PDF

Document Expired

Document Viewed

Create Client

Client type

Client socialSecurityNumber / organisationNumber

Client reference

Client email

Client cellphone

Client cellphone region

Client street

Client zip

Client city

Client reverse VAT

Client note

Send Document

About Cling

Related categories

About LIME Go

Related categories

Similar apps

OnePageCRM

Pipedrive

Related Zap Templates

Related Zap Templates