BrightManager + Ignition
Enable BrightManager service for new Ignition accepted service
When a service is accepted in Ignition this integration will enable the service within BrightManager. The service must be an exact match between the two apps. You can then use AM to automate your workload to fulfil the service.
When a service is accepted in Ignition this integration will enable the service within BrightManager. The service must be an exact match between the two apps. You can then use AM to automate your workload to fulfil the service.
- When this happens...Service Accepted by Client
Triggers for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
- automatically do this...Client Search
Find a client by company name
- then do this!Enable Service
Enable a service for a 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
