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LIME Go + Precisely

LIME Go + Precisely

LIME Go + Precisely integrations

Create contracts in Precisely and send them for signing when new LimeGO deals are won

Contracts should not be halting sales. Integrating Precisely with LimeGO gives you room for closing instead of administration. This Zapier integration creates a Precisely contract and automatically sends it for signing when a LimeGO deal is won.

When this happens...
Won DealTriggers when a deal is won in Lime Go.
TriggerInstant
automatically do this...
Create Contract From TemplateTriggers when a new contract project is created for an organization.
ActionWrite
then do this...
Add Signee to ProjectAdds a signee to all contracts for a project.
ActionWrite
then do this...
Add Signee to ProjectAdds a signee to all contracts for a project.
ActionWrite
then do this!
Send a Project for SigningSends every contract in a project out for signing to all signees.
ActionWrite

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More things you can do with LIME Go and Precisely

Discover other triggers and actions you can use with LIME Go and Precisely

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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- ID
  Required
- Relation
- Coworker identifier
- Tags to add
Action
Write

- ID
  Required
- External key name
  Required
- External key value
  Required
Action
Write
- External Key Name
  Required
- External Key Value
  Required
Action
Search
- Organization Id
  Required
Trigger
Polling
Try It
- Organization Id
  Required
Trigger
Polling
Try It
- Organization Id
  Required
- Document Id
  Required
Action
Write
- Organization Id
  Required
- Template Id
  Required
- Draft incomplete project
  Required
- Title
  Required
- External Reference Source
- External Reference Id
- Access permission
  Required
Action
Write
- Organization Id
  Required
- Project Id
  Required
- Name
  Required
- Email
  Required
- Organization
- Role
Action
Write
- Organization Id
  Required
- Document Id
  Required
- Message
  Required
Action
Write
- Organization Id
  Required
- Document Id
  Required
Action
Search
- Organization Id
  Required
- Project Id
  Required
Action
Search

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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- ID
  Required
- Coworker identifier
- Status
- Note
- Tags to add
Action
Write
- ID
  Required
- External key name
  Required
- External key value
  Required
Action
Write
- Name
  Required
- Strength
  Required
- 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 Name
  Required
- External Key Value
  Required
Action
Search
- Organization Id
  Required
Trigger
Polling
Try It
- Organization Id
  Required
- Project Id
  Required
- Title
  Required
Action
Write
- Organization Id
  Required
- Project Id
  Required
- File
  Required
- Filename
  Required
Action
Write
- Organization Id
  Required
- Project Id
  Required
- Message
  Required
Action
Write
- Organization Id
  Required
- Document Id
  Required
- Name
  Required
- Message
  Required
- Remind at
  Required
Action
Write
- Organization Id
  Required
- Document Id
  Required
- Name
  Required
- Email
  Required
- Organization
- Role
Action
Write
- Organization Id
  Required
- Document Id
  Required
Action
Search
- Organization Id
  Required
- Template Id
  Required
Action
Search

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.

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About Precisely

Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.

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