LimesWorth and Salesflare

How to connect LimesWorth

When new Client Request in LimesWorth, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Review Decision in LimesWorth, create internal note in Salesflare.
When new Sent Change Order in LimesWorth, create opportunity, then find or create contact in Salesflare.

LimesWorth is a service that turns client requests into clear scope reviews, cost and timeline impact, and approval-ready change orders.

Start a workflow when this happens

Draft VCO Versions — Lists eligible draft VCO versions for the selected project.
New Client Request — Triggers when a committed client request export event is available.
New Evidence Pack Snapshot — Triggers when a committed evidence-pack snapshot export event is available.
New Passive Intake Attachment — Triggers when a committed eligible attachment export event is available.
New Project Contract — Triggers when a committed project contract file is available.

Show 4 more triggers

New Project Inbox Attachment — Triggers when a committed project inbox attachment file is available.
New Review Decision — Triggers when a committed review decision export event is available.
New Sent Change Order — Triggers when a committed sent change-order export event is available.
Projects — Lists projects authorized for the connected LimesWorth workspace.

Things Salesflare can make it do

Create Review Candidate — Creates a review candidate for explicit review.
Export Customer Document — Exports any currently available LimesWorth customer document or file.
Export Draft VCO PDF — Creates a short-lived authorized PDF for a complete draft VCO without email or sending it.
Export Evidence Pack Snapshot — Exports one exact ready Evidence Pack snapshot as a PDF.
Send Document to LimesWorth — Sends one real PDF, DOCX, XLSX, image, or other allowed file into LimesWorth Review Messages.