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Lime CRM offers a robust, customizable platform for managing customer relationships. With modules to create, update, or delete leads, campaigns, deals, and more, it's ideal for businesses seeking to streamline their CRM processes. Keep your sales, marketing, and service teams aligned and efficient.
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Platform supported onEssential plan: Make.com platform logoMake.com

Available Module Types

  • All Modules (55)
  • Action
  • Search
  • Universal
  • Trigger (polling)

Lime CRM API Integration for Make.com

Create custom Lime CRM automation workflows by using triggers, actions, and search modules listed below.

Action
Delete a Person
Deletes a person from the service.
Action
Create a Campaign
Creates a new marketing campaign using the specified parameters.
Action
Create a Coworker
Creates a new coworker in the system.
Action
Create a Deal
Creates a deal in the system with the specified parameters.
Action
Create a Document
Creates a document in the specified service.
Action
Create a Lead
Adds a new lead to the system.
Action
Create an Invoice
Creates an invoice in the specified system.
Action
Create an Order
Creates a new order in the system.
Action
Create a Person
Creates a new person in the system.
Action
Create a Todo
Creates a new to-do item in the task list.
Action
Delete a Campaign
Deletes a campaign from the service.
Action
Delete a Coworker
Deletes a coworker from the system.
Action
Delete a Deal
Deletes a deal from the database.
Action
Delete a Document
Deletes a document from the service.
Action
Delete a Lead
Deletes a lead from the database.
Action
Delete an Invoice
Deletes an invoice from the system.
Action
Delete an Order
Deletes an order from the service.
Action
Delete a Todo
Deletes a todo from the list.
Action
Get a Campaign
Retrieves a campaign by its identifier.
Action
Get a Coworker
Retrieves a coworker by their ID or other identifying information.
Action
Get a Document
Retrieves a document from the specified service.
Action
Get a Lead
Retrieves a lead from the system.
Action
Get an Invoice
Retrieves an invoice.
Action
Get an Order
Retrieves an order based on specified criteria.
Action
Get a Person
Retrieves a person from the database.
Action
Get a Todo
Retrieves a specific todo item from the list.
Search
Get Campaigns
Retrieves all campaigns from the service.
Search
Get Coworkers
Retrieves all coworkers.
Search
Get Deals
Retrieves all deals.
Search
Get Documents
Retrieves all documents from the service.
Search
Get Invoices
Retrieves all invoices.
Search
Get Leads
Retrieves all leads from the service.
Search
Get Orders
Retrieves all orders.
Search
Get Persons
Retrieves all persons.
Search
Get Todos
Retrieves all todos.
Universal
Make an API Call
Performs an arbitrary authorized API call.
Action
Update a Campaign
Updates a campaign with the specified details.
Action
Update a Coworker
Updates information for a coworker.
Action
Update a Deal
Updates a deal with new information or changes existing details.
Action
Update a Document
Updates a document in the specified service.
Action
Update a Lead
Updates a lead with new information.
Action
Update an Invoice
Updates an invoice with new information or modifications.
Action
Update an Order
Updates an order with new information.
Action
Update a Person
Updates a person's information in the system.
Action
Update a Todo
Updates a to-do item in the task management system.
Trigger (polling)
Watch Campaigns
Triggers when a new campaign is created or an existing campaign is updated.
Trigger (polling)
Watch Coworkers
Triggers when a new coworker is added or an existing coworker's information is updated.
Trigger (polling)
Watch Deals
Triggers when a new deal is made.
Trigger (polling)
Watch Documents
Triggers when a new document is created or updated.
Trigger (polling)
Watch Invoices
Triggers when a new invoice is created.
Trigger (polling)
Watch Leads
Triggers when a new lead is created.
Trigger (polling)
Watch Orders
Triggers when a new order is created.
Trigger (polling)
Watch Persons
Triggers when a new person is added or updated.
Trigger (polling)
Watch Todos
Triggers when a new todo is created.
Action
Get a Deal
Retrieves a deal from the service.

Lime CRM Automation Use Cases

Explore potential use cases for automations using Lime CRM API and utilize our integration modules crafted specifically for such workflows.

2 modules
Automate New Lead Creation and Notification
When a new lead is added, automatically create a task for the sales team to follow up and notify the relevant salesperson via email.
Watch Leads
Create a Todo
3 modules
Automate Campaign Management
Automatically update or delete a campaign based on its performance metrics and notify the marketing team of any changes made.
Watch Campaigns
Update a Campaign
Delete a Campaign
2 modules
Streamline Invoice Processing
When a new invoice is created, automate the updating of records in the accounting system and notify the accounts team.
Watch Invoices
Update an Invoice
2 modules
Automate Order Fulfillment Process
Create a new todo for the logistics team whenever a new order is placed to ensure timely processing and fulfillment.
Watch Orders
Create a Todo
2 modules
Monitor and Update Client Information
Track any changes in a person's details and ensure all associated records are automatically updated to maintain data consistency.
Watch Persons
Update a Person
2 modules
Enable Seamless Document Management
When a new document is created, automatically store it in the document management system and notify the respective department.
Watch Documents
Create a Document
2 modules
Lead and Deal Synchronization
Ensure that any new lead added also creates an associated deal entry for streamlined sales processing.
Watch Leads
Create a Deal
2 modules
Automate Coworker Onboarding
Whenever a new coworker is added, automatically create an introductory todo list for HR to ensure all onboarding tasks are completed.
Watch Coworkers
Create a Todo

Supported Platforms

  • Make.com

How to start with Lime CRM on Make.com?

Follow our step-by step guides on setting this API integration on Make.com no-code platform.

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