Cling + LIME Go
Update LIME Go deals when new documents are accepted in Cling
With this integration, deals are marked as "Won" in LIME Go when quotes or agreements are accepted in Cling.
With this integration, deals are marked as "Won" in LIME Go when quotes or agreements are accepted in Cling.
- When this happens...Document Accepted
Triggers when a document changes status to accepted.
- automatically do this!Update Deal
Updates a deal.
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Document Accepted
Triggers when a document changes status to accepted.
Try ItDocument Denied
Triggers when a document changes status to denied.
Try ItDocument Sent
Triggers when a document changes status to sent.
Try ItNew Document
Triggers when a new document is created.
Try It
Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Try ItDocument Expired
Triggers when a document changes status to expired.
Try ItDocument Viewed
Triggers when a client views the document for the first time.
Try ItClient 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
