Create new records in Airtable each time proposals are saved as draft in Ignition
Save time and streamline your workflow with this simple automation. When you save a draft proposal in Ignition, a new record will be created instantly in Airtable. This smooth process eliminates the need for manual data entry, supplying you with more time to focus on other important tasks. It's an ideal solution that enhances efficiency and productivity when handling draft proposals in your business.
Save time and streamline your workflow with this simple automation. When you save a draft proposal in Ignition, a new record will be created instantly in Airtable. This smooth process eliminates the need for manual data entry, supplying you with more time to focus on other important tasks. It's an ideal solution that enhances efficiency and productivity when handling draft proposals in your business.
- 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 Record
Creates a new record with auto-populating fields.
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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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