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Workflows and Integrations

Workflows and Integrations is a service for customers where they can automate workflows in Lime CRM beyond what is currently possible, and integrate Lime CRM with third-party systems in a flexible way.

Use workflows when you need to:

  • Trigger actions in Lime CRM based on events (record created, updated, deleted)
  • Sync data between Lime CRM and external systems (ERPs, marketing platforms, support tools)
  • Run scheduled jobs (nightly syncs, bulk imports, data enrichment)
  • Build AI agent workflows that read and write CRM data

Workflows are not a replacement for server-side project logic. Use the standard application layer when you need Python business logic, Lime Automations, or logic that needs to run before the save of the record is completed.

When to Use Workflows vs Project Code

If the logic must execute as part of saving a record — validation, field defaults, related record changes, or anything that must fire on every change without exception — keep it on the Lime side. Depending on complexity, that means either Python code in your project or Lime Automations.

Use Workflows for event-driven reactions that run after something happens in Lime. This includes integrating with external systems, but also Lime-to-Lime scenarios like enriching a record after creation, creating related records, or running AI on CRM data.

Scenario Where
Enrich a record after it is created or updated Workflows
Create related records in response to a CRM event Workflows
Run AI on CRM data Workflows or Lime
Call an external API when a CRM record changes Workflows
Sync data to or from an ERP, marketing platform, or support tool Workflows
Scheduled jobs — nightly syncs, bulk imports, data enrichment Workflows
Bulk data migration with no business logic Workflows
Business logic on save — validation, field defaults, related records Lime
Simple rule-based triggers inside Lime Lime
Logic that must fire on every record change without exception Lime

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