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
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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
  The id of the organization to change. This field and at least one more marked as REQUIRED must be set to make this Zap work.
- Relation
  The new relation. REQUIRED
- Coworker identifier
  The id or email address of the coworker. Use "none" to unset the responsible coworker. REQUIRED
- Tags to add
  Add multiple tags by seperating them with ";" i.e "one;two". REQUIRED
Action
Write

- IDRequired
  The id will specifiy which organization to change
- External key nameRequired
  Name of the external key to set. Must already exists in Lime Go.
- External key valueRequired
  The actual value to set.
Action
Write
- External Key NameRequired
  The name of the external key used in Lime Go. Use __integrationid or __sourcenativeid to scope search to "IntegrationId" / "SourceNativeId".
- External Key ValueRequired
  The value of the external key or intergration id used in Lime Go
Action
Search
Document Accepted
Triggers when a document changes status to 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
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- Client type
  Specify if your new client is a individual or a company
- Client nameRequired
  Full name of the client, if client type is individual example "John Andersson" or if client type is company then example "BusinessGroup Inc"
- Client socialSecurityNumber / organisationNumber
  Specify client socialSecurityNumber if client type is individual, or organisationNumber if client type is company
- Client reference
  If clientType is a company, this is the person who is your reference at the company. Example "John Andersson"
- Client email
  Specify a default client email, example "john@domain.com"
- Client cellphone
  Specify a default client cellphone, prefered format is international with prefix but we allow anything to be set. Only valid phonenumbers will allow sending SMS.
  Valid examples: +46731234567, +46 (0) 73 - 123 45 67, 073 - 123 45 67, 0731234567
- Client cellphone region
  Optional region for the cellphone, used to format the number correctly with a correct region. Country code according to ISO_3166, example 'SE' for Sweden
- Client street
  Street of the client, example "Vasagatan 3"
- Client zip
  Zip of the client, example "11152"
- Client city
  City of the client, example "Stockholm"
- Client reverse VAT
  Specify if the client uses reverse VAT as default
- Client note
  Specify a internal comment about the client only visible for you as an authenticated users (never for the client themselves)
Action
Write
- Document IDRequired
  Specify the id of the document that should be sent
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
  The id of the deal to change. This field and at least one more marked as REQUIRED must be set to make this Zap work.
- Coworker identifier
  The id or email address of the coworker. Use "none" to unset the responsible coworker. REQUIRED
- Status
  The new status. REQUIRED
- Note
  Add a note to the change. Status above must be set togehter with this.
- Tags to add
  Add multiple tags by seperating them with ";" i.e "one;two". REQUIRED
Action
Write
- IDRequired
  The id will specifiy which deal to change
- External key nameRequired
  Name of the external key to set. Must already exists in Lime Go.
- External key valueRequired
  The actual value to set.
Action
Write
- NameRequired
  This field is meant to indicate which action the lead performed, for instance "Signed up" or "Visited price page".
- StrengthRequired
  A number between 1 and 99. This is the amount that the temperature of the target company will increase.
- Organization Id
  Internal Lime Go Id. This can be found in the company URL in Lime Go or by using the graphQL search endpoints. If given this field will be used to get the organization who initiated the signal.
- Organization Name
  The name of the company that triggered the signal. In order for Lime Go to identify a company you need to at least fill out organization-related field (Name, Registration number, VAT-number or Source ID).
  This field is required if you do not fill out any other organization-related field or any person-related fields (First Name, Last Name, Email).
- Organization Registration Number
  The registration number of the company that triggered the signal. In order for Lime Go to identify a company you need to at least fill out organization-related field (Name, Registration number, VAT-number or Source ID).
  This field is required if you do not fill out any other organization-related field or any person-related fields (First Name, Last Name, Email).
- Organization Source ID
  The external ID number of the company that triggered the signal, e.g. the ID from Bisnode (PAR or ECP). In order for Lime Go to identify a company you need to at least fill out organization-related field (Name, Registration number, VAT-number or Source ID).
  This field is required if you do not fill out any other organization-related field or any person-related fields (First Name, Last Name, Email).
- Organization VAT Number
  The VAT number of the company that triggered the signal. In order for Lime Go to identify a company you need to at least fill out organization-related field (Name, Registration number, VAT-number or Source ID).
  This field is required if you do not fill out any other organization-related field or any person-related fields (First Name, Last Name, Email).
- Person Id
  Internal Lime Go Id. This can be found in the url of a person card in Lime Go, or by using the graphQL search.
- Person Email
  The email of the person that triggered the signal. In order for Lime Go to identify a person you need to at least fill out one person-related field (First Name, Last Name or Email)
  This field is required if you do not fill out any other person-related field or any organization-related fields (Name, Registration number, VAT-number or Source ID).
- Person First Name
  The first name of the person that triggered the signal. In order for Lime Go to identify a person you need to at least fill out one person-related field (First Name, Last Name, Email)
  This field is required if you do not fill out any other person-related field or any organization-related fields (Name, Registration number, VAT-number, Source ID).
- Person Last Name
  The last name of the person that triggered the signal. In order for Lime Go to identify a person you need to at least fill out one person-related field (First Name, Last Name or Email)
  This field is required if you do not fill out any other person-related field or any organization-related fields (Name, Registration number, VAT-number or Source ID).
- Person Phone
  The phone number of the person that triggered the signal. In order for Lime Go to identify a person you need to at least fill out one person-related field (First Name, Last Name or Email)
  This field is required if you do not fill out any other person-related field or any organization-related fields (Name, Registration number, VAT-number or Source ID).
- Note
  This text will be added as a history note and connected to the matched organization and person.
Action
Write
- External Key NameRequired
  The name of the external key used in Lime Go. Use __integrationid or __sourcenativeid to scope search to "IntegrationId" / "SourceNativeId".
- External Key ValueRequired
  The value of the external key or intergration id used in Lime Go
Action
Search
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
  Select a name of the document that will be visible to your client
- Template IDRequired
  Specify which template to use when creating the document
- Client IDRequired
  Specify which which client that should be assigned to the document. You can use the action "Create client" first to store a client to be used if it is a new client.
Action
Write

About Cling

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

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.

Related categories

Sales & CRM

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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

IDRequired

Relation

Coworker identifier

Tags to add

Set External Key on Organization

IDRequired

External key nameRequired

External key valueRequired

Find a Deal by External Key

External Key NameRequired

External Key ValueRequired

Document Accepted

Document Expired

Document Viewed

Create Client

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

Send Document

Document IDRequired

Registered Positive Call

New Customer

Won Deal

Lost Deal

Reported Meeting

Update Deal

IDRequired

Coworker identifier

Status

Note

Tags to add

Set External Key on Deal

IDRequired

External key nameRequired

External key valueRequired

Create Signal

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

Find an Organization by External Key

External Key NameRequired

External Key ValueRequired

Document Denied

Document Sent

New Document

Create Document

Document nameRequired

Template IDRequired

Client IDRequired

About Cling

Related categories

About LIME Go