Aero Workflow + Ignition
Add a new customer to Aero Workflow when a proposal is accepted in Ignition
Save time and eliminate duplicate data entry – and the errors that go along with it. When a proposal is accepted in Ignition, Zapier will automatically add the customer information to Aero. Onboarding new clients has never been easier!
Save time and eliminate duplicate data entry – and the errors that go along with it. When a proposal is accepted in Ignition, Zapier will automatically add the customer information to Aero. Onboarding new clients has never been easier!
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Company
Creates a new company.
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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.
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
