Accelo + Ignition
Create new Accelo requests when Ignition proposals are accepted
Save time and streamline your workflow by automating the process between Ignition and Accelo. When a proposal is accepted in Ignition, this automation will instantly create a request in Accelo, keeping your team updated and on track with new tasks. No more manual data entry or missed opportunities; keep your projects moving forward seamlessly and efficiently.
Save time and streamline your workflow by automating the process between Ignition and Accelo. When a proposal is accepted in Ignition, this automation will instantly create a request in Accelo, keeping your team updated and on track with new tasks. No more manual data entry or missed opportunities; keep your projects moving forward seamlessly and efficiently.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Request
Triggers when a new request is created.
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Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItProposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItProposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
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Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItProposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItProposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItClassic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals
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