Bonjoro + Ignition
Add to-dos to your Bonjoro video task lists when a new client accepts your Ignition proposal
Delighting your new customer with a quick, personalized video message is a fantastic way to set a great first impression. With this Ignition-Bonjoro integration, when a new client accepts a proposal in Ignition, a new to-do item will automatically appear on your Bonjoro task list, complete with contact details and a reason why you are sending your Bonjoro video.
Delighting your new customer with a quick, personalized video message is a fantastic way to set a great first impression. With this Ignition-Bonjoro integration, when a new client accepts a proposal in Ignition, a new to-do item will automatically appear on your Bonjoro task list, complete with contact details and a reason why you are sending your Bonjoro video.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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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
