Lime CRM by Maxmel Tech

lime crm is a customer relationship management platform that helps businesses organize contacts, sales, and support cases integrating lime crm with make com enables automated updates and synchronization of customer data, deals, and support tickets across business tools this is ai generated content based on official lime crm documentation the content may still contain errors—please verify important information if you have questions, contact https //lime crm com/ directly how to get support on lime crm lime crm is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=lime%20crm\&app slug=limecrm community\&app unique id=lime crm jwpi2s requirements to use the lime crm app in make, you must have an active account with appropriate permissions and an api key, https //lime crm com/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/lime%20crm community/ click the install button follow the on screen instructions to complete the setup connect lime crm and {{product name}} to get started, you must first create a connection between lime crm and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to create and retrieve an api key through the lime crm server administration interface navigate to the lime crm server administration interface go to the section databases, then security, then users create a new user and set the user type to api enter a display name for the user enter a unique username for the user select any necessary group memberships to control permissions select the user you just created press the create api key button and confirm the action copy and securely store the generated api key when it is shown some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=lime%20crm\&app slug=limecrm community\&app unique id=lime crm jwpi2s create the connection in {{product name}} https //www make com/en/register , add the lime crm module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your lime crm account or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page lime crm modules after connecting to the lime crm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a campaign creates a brand new marketing campaign with the details you provide, allowing you to customize key settings to fit your needs create a coworker adds a new coworker to your account by creating their profile in the system create a deal creates a new deal in the system using the details you provide, allowing you to track and manage sales opportunities more effectively create a document creates a new document in the selected service based on your input and settings create a lead creates a brand new lead in your system by adding their details, helping you keep track of potential customers create a person adds a new person record to your system, allowing you to store and manage their details create a todo adds a brand new to do item to your selected task list, helping you keep track of tasks and stay organized create an invoice generates a new invoice within the chosen system, allowing you to bill your customers directly from the platform create an order adds a brand new order to your system, allowing you to start processing it right away delete a campaign permanently removes a selected campaign from your account, ensuring it is no longer available in the service delete a coworker permanently removes a selected coworker’s profile and all associated information from the system delete a deal permanently removes a selected deal from your database, ensuring it is no longer accessible or visible in your records delete a document permanently removes a selected document from your account on the service delete a lead permanently removes a selected lead from your database, ensuring that all information related to that lead is deleted delete a person permanently removes a selected person from your account in the service delete a todo removes a specific to do item from your list, helping you keep your tasks organized and up to date delete an invoice permanently removes a selected invoice from your system, ensuring it is no longer accessible or listed among your records delete an order permanently removes a selected order from the service, ensuring it is no longer available in your account get campaigns fetches a complete list of all your campaigns from the service, allowing you to view and manage every campaign in your account get coworkers retrieves a complete list of all coworkers in your account, allowing you to view details about each team member get deals fetches a complete list of all deals from your account, allowing you to view and manage every deal in one place get documents fetches and lists all available documents from the service, allowing you to view and access every document stored in your account get invoices fetches a complete list of all your invoices, allowing you to view and manage every invoice in your account get leads fetches a complete list of all leads stored in the service, allowing you to view and manage every lead available get orders fetches a complete list of all orders from your account, allowing you to view and manage every order in one place get persons fetches a complete list of all people stored in your account, allowing you to view detailed information about each person get todos fetches and returns a complete list of all your to dos, allowing you to view every task currently in your system get a campaign fetches detailed information about a specific campaign using its unique identifier get a coworker fetches detailed information about a specific coworker using their id or other identifying details get a deal fetches detailed information about a specific deal from the service get a document fetches a specific document from the chosen service, allowing you to access its content directly within your workflow get a lead fetches detailed information about a specific lead from the system get a person fetches detailed information about a specific person from your database get a todo fetches detailed information about a specific to do item from your list, allowing you to view all its associated details get an invoice fetches detailed information about a specific invoice get an order fetches detailed information about an order that matches the criteria you provide, helping you quickly access the exact order you’re looking for make an api call allows you to make a custom api request to the connected service using your own parameters and authorization, giving you flexibility to access features or endpoints not covered by the standard modules update a campaign updates an existing campaign by modifying its details according to your specifications update a coworker updates the details or profile information of a selected coworker in your system update a deal updates an existing deal by modifying its details or adding new information, helping you keep your deal records accurate and up to date update a document updates an existing document in the selected service with new information or changes you provide update a lead updates an existing lead by adding or modifying their details with the latest information update a person updates the details of an existing person in the system, allowing you to modify their information such as name, contact details, or other personal data update a todo modifies the details of an existing to do item in your task management system, allowing you to update information such as the title, description, due date, or status update an invoice allows you to update an existing invoice by adding new details or making changes to its information update an order updates an existing order with the latest details you provide, such as changes to customer information, items, or order status watch campaigns this module activates whenever a new campaign is created or when changes are made to an existing campaign, allowing you to automatically respond to these updates in your workflows watch coworkers this module activates whenever a new coworker joins your team or when details about an existing coworker are updated watch deals triggers whenever a new deal is created in your system, allowing you to automatically start workflows whenever a fresh deal is added watch documents this module activates whenever a new document is added or when an existing document is modified, allowing you to automatically respond to changes in your documents watch invoices triggers whenever a brand new invoice is generated, allowing you to automatically take action each time an invoice is created in your system watch leads triggers whenever a new lead is added to your system, allowing you to automatically start workflows or actions based on each new lead watch orders triggers whenever a new order is placed in your store, allowing you to automatically start workflows as soon as an order is received watch persons triggers whenever a new person is created or when details of an existing person are updated in your system watch todos triggers whenever a new to do item is added, allowing you to kick off automated workflows as soon as a task is created templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} lime crm resources you can have access to more resources related to this app on the following links https //lime crm com/ https //docs lime crm com/kb/start https //docs lime crm com/integration/rest apis/start https //www make com/en/integrations/lime crm community