Cling + LIME Go integrations
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.
- When this happens...Document AcceptedTriggers when a document changes status to accepted.
- automatically do this!Update DealUpdates a deal.
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More things you can do with Cling and LIME Go
Discover other triggers and actions you can use with Cling and LIME Go
- Document Accepted
Triggers when a document changes status to accepted.
Try ItTriggerInstant - Document Denied
Triggers when a document changes status to denied.
Try ItTriggerInstant - Document Sent
Triggers when a document changes status to sent.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerInstant
- Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Try ItTriggerInstant - Document Expired
Triggers when a document changes status to expired.
Try ItTriggerInstant - Document Viewed
Triggers when a client views the document for the first time.
Try ItTriggerInstant - 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
ActionWrite
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