Aero Workflow + Ignition

Aero Workflow + Ignition integrations

Create new Aero tasks when Ignition proposals are signed

Let your new clients know how much you value their business and get to work onboarding them as soon as your proposal is accepted. This Zapier automation will create a new task in Aero Workflow as soon as a proposal is accepted in Ignition.

When this happens...
Proposal AcceptedTriggers when a proposal is accepted.
TriggerInstant
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Create TaskCreates a new Aero Task.
ActionWrite

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More things you can do with Ignition and Aero Workflow

Discover other triggers and actions you can use with Ignition and Aero Workflow

Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Trigger
Instant
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Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Trigger
Instant
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Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Trigger
Instant
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Service Accepted by Client
Triggers when a proposal is accepted, once for each service. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
Trigger
Instant
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- Client Name
  Required
- Deal Name
  Required
- Default Contact Name
  Required
- Client Email
  Required
- External Client ID
Action
Write
- Client Slug
  Required
Action
Search

Get Company Names
Trigger for Company dynamic dropdown.
Trigger
Polling
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- Name
  Required
- Default Email Address
- Phone
- Website
- Account Number
- Fax
- Hourly Billable Rate
- Monthly Fixed Fee
- Contact's First Name
- Contact's Last Name
- Address Line 1
- Address Line 2
- Address Line 3
- Address City
- Address State
- Address Postal Code
- Address Country
- Notes
- Is Lead?
Action
Write
- Subject
  Required
- Scheduled Start Date
  Required
- Assigned To
  Required
- Scheduled Total Hours
  Required
- Aero Type
  Required
- Priority
  Required
- Status
  Required
- DueDate
- Project
- Hat
- Company
- Contact
- From Email
- To Email
- CC Email
- BCC Email
- Body
- Comments
- Incoming Email
- Billable
- Fixed Fee
Action
Write
- Subject
  Required
- Aero Type
  Required
- Scheduled Start Date
  Required
- Assigned To
  Required
- Scheduled Duration
  Required
- Priority
  Required
- Status
  Required
- Due Date
- Company
- Contact
- Hat
- Project
- Description
- Billable
- Fixed Fee
Action
Write
- Company Name
  Required
- Active Filter
Action
Search

Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Trigger
Instant
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Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Trigger
Instant
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Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Trigger
Instant
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Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals.
Trigger
Instant
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- Client Name
  Required
- Default Contact Name
  Required
- Default Contact Email
  Required
- External Client ID
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
- Partner Email
- Manager Email
- Company Address Line
- Company Address City
- Company Address Region
- Company Address Post Code
- Company Address Country
- Company Postal Address Line
- Company Postal Address City
- Company Postal Address Region
- Company Postal Address Post Code
- Company Postal Address Country
Action
Write
- Client Slug
  Required
- Client Name
  Required
- Default Contact Name
- Default Contact Email
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
- External Client ID
Action
Write
- Client Name
  Required
- Client Email
  Required
- External Client ID
Action
Search
- Subject
  Required
- Scheduled Start Date
  Required
- Assigned To
  Required
- Scheduled Duration
  Required
- Aero Type
  Required
- Priority
  Required
- Status
  Required
- Due Date
- Project
- Hat
- Company
- Contact
- Description
- Billable
- Fixed Fee
Action
Write
- First Name
  Required
- Last Name
  Required
- Default Email Address
- Office Phone
- Home Phone
- Mobile Phone
- Facebook Url
- LinkedIn Url
- Title
- Twitter Handle
- Notes
Action
Write
- Subject
  Required
- Aero Type
  Required
- Scheduled Start Date
  Required
- Assigned To
  Required
- Company
- Description
Action
Write
- Name
  Required
- Company Id
  Required
- Type
  Required
- Security Level
  Required
- User Name
- Secured Value
- Description
- Link
Action
Write

About Aero Workflow

Aero Workflow is a workflow application for accountants by accountants.

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Related categories

Accounting

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.

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Related categories

Proposal & Invoice Management

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Related Zap Templates

Add a new customer to Aero Workflow when a proposal is accepted in Ignition

Related Zap Templates

Add a new customer to Aero Workflow when a proposal is accepted in Ignition