Create or update Airtable records when new proposals are accepted in Ignition
Ensure your record management is efficient and accurate with this workflow. Every time there is an accepted proposal in Ignition, the equivalent record in Airtable is immediately created or updated. This saves you from tedious manual data entry, giving you more time to focus on essential business activities and strategies for growth.
- When this happens...Proposal AcceptedTriggers when a proposal is accepted.
- automatically do this!Create or Update RecordFind and update an existing record, or create a new one.
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More things you can do with Ignition and Airtable
Discover other triggers and actions you can use with Ignition and Airtable
- Proposal Accepted
Triggers when a proposal is accepted.
Try ItTriggerInstant - Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItTriggerInstant - Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItTriggerInstant - Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Try ItTriggerInstant
- Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItTriggerInstant - Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItTriggerInstant - Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItTriggerInstant - Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals.
Try ItTriggerInstant
Related Zap Templates
- Create Airtable records when new Ignition proposals are accepted
- Create new records in Airtable each time proposals are saved as draft in Ignition
- Create Airtable records from new Ignition proposals moved to awaiting acceptance
- Create new Airtable records when services are accepted by clients in Ignition
- Create or update Airtable records every time a new Ignition proposal is completed









