Create Airtable records from new Ignition proposals moved to awaiting acceptance
Streamline your proposal acceptance process with this Ignition and Airtable workflow. When a proposal is moved to the 'Awaiting Acceptance' stage in Ignition, it will immediately result in a new record created in your Airtable. This automation reduces manual data entry, ensuring your records are updated in real-time and enhances your project management efficiency.
Streamline your proposal acceptance process with this Ignition and Airtable workflow. When a proposal is moved to the 'Awaiting Acceptance' stage in Ignition, it will immediately result in a new record created in your Airtable. This automation reduces manual data entry, ensuring your records are updated in real-time and enhances your project management efficiency.
- When this happens...Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. 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
Try It