LIME Go + Precisely
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.
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 Deal
Triggers when a deal is won in Lime Go.
- automatically do this...Create Contract From Template
Triggers when a new contract project is created for an organization.
- then do this...Add Signee to Project
Adds a signee to all contracts for a project.
- then do this...Add Signee to Project
Adds a signee to all contracts for a project.
- then do this!Send a Project for Signing
Sends every contract in a project out for signing to all signees.
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Registered Negative Call
Triggers when a negative call has been registered in a calling list.
Try ItCompany Worked On
Triggers when a company gets the relation "Working On It".
Try ItUpdated Deal Status
Triggers when the status of deals changes. Only true for intermediate statuses.
Try ItLost Customer
Triggers when a company gets the relation "Was A Customer".
Try It
