Accelo + Ignition
Create new Accelo requests from drafted Ignition proposals
Streamline your proposal to request process with this nifty workflow between Ignition and Accelo. When you save a draft proposal in Ignition, it instantly generates a new request in Accelo. Simplify your proposal management, minimize manual data entry, and ensure your projects never miss a beat. Embrace this effortless automation and enhance your productivity.
Streamline your proposal to request process with this nifty workflow between Ignition and Accelo. When you save a draft proposal in Ignition, it instantly generates a new request in Accelo. Simplify your proposal management, minimize manual data entry, and ensure your projects never miss a beat. Embrace this effortless automation and enhance your productivity.
- When this happens...Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
- automatically do this!Create Request
Triggers when a new request is created.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Try It
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
Try It
