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¶
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.