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How it Works

A configuration is created in Lime Admin, which defines what should happen on a form submission. The configuration is then connected to a form in Lime Forms, and when a form is submitted this configuration determines what happens, e.g. create a new deal. Basically you are transferring form data to Lime CRM.

Data flow overview

overview of dataflow

Keywords

  • Configuration. A set of commands that should be executed. A configuration can be connected with one or more Forms.
  • Command. A function that does something to an object in Lime CRM. Read more about the available commands in Command types.
  • Command reference (_ref). A reference that points to a previously executed command, in the same configuration.
  • Property mapping. Mapping values to limetype properties. For more information see Property mapping

Command types

  • create-or-update-limeobject. The name is pretty self-explanatory, it will either create or update a limeobject based on the settings of the command.

  • attach-documents. Creates documents, with possibility to attach to an object previously created.

  • attach-receipts. Creates document from BankID receipt or Forms submission page as PDF. Can create both or just one of them.