Create new Asana projects from templates when proposals are accepted in Ignition
When a proposal is accepted in Ignition, efficiently move forward by instantly creating a new project from a template in Asana. This automation helps streamline your work process, ensuring that each new project is set up consistently and promptly, saving you time and improving tracking. All of this happens instantly in response to each accepted proposal, so you can focus on the more important parts of your business.
When a proposal is accepted in Ignition, efficiently move forward by instantly creating a new project from a template in Asana. This automation helps streamline your work process, ensuring that each new project is set up consistently and promptly, saving you time and improving tracking. All of this happens instantly in response to each accepted proposal, so you can focus on the more important parts of your business.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Project From Template
Creates a new project from a custom template.
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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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