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

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
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- 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!

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.