Canopy + Ignition
Canopy + Ignition
Update Canopy business clients when services are accepted in Ignition
Maintain harmony between your Ignition and Canopy apps with this effective workflow. When a client confirms a service in Ignition, the information is instantaneously updated in Canopy. It's a straightforward method to reduce manual data entry, enhance work efficiency, and lower the possibility of mistakes.
- When this happens...Service Accepted by ClientTriggers when a proposal is accepted, once for each service. 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!Update Business Clientupdates a business client.
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More things you can do with Ignition and Canopy
Discover other triggers and actions you can use with Ignition and Canopy
- 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
