BrightManager + Ignition
Create new BrightManager clients whenever proposals are accepted in Ignition
Simplify your proposal acceptance process with this efficient Ignition and BrightManager workflow. Whenever a proposal gets accepted in Ignition, a new client will be instantly created in BrightManager. This seamless process not only saves time but also enhances organization, providing a quick solution to managing new business acceptance.
Simplify your proposal acceptance process with this efficient Ignition and BrightManager workflow. Whenever a proposal gets accepted in Ignition, a new client will be instantly created in BrightManager. This seamless process not only saves time but also enhances organization, providing a quick solution to managing new business acceptance.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Client
Create a new Client within BrightManager
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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
