Cash Flow Frog + Ignition
Create projections in Cash Flow Frog when new proposals are accepted in Ignition
Effortlessly manage your financial projections with this workflow that connects Ignition and Cash Flow Frog. When a proposal is accepted in Ignition, this automation will create a projection in Cash Flow Frog, streamlining your cash flow management process. Save time and stay on top of your finances with this seamless integration between Ignition and Cash Flow Frog.
Effortlessly manage your financial projections with this workflow that connects Ignition and Cash Flow Frog. When a proposal is accepted in Ignition, this automation will create a projection in Cash Flow Frog, streamlining your cash flow management process. Save time and stay on top of your finances with this seamless integration between Ignition and Cash Flow Frog.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Projection
Creates a cash flow projection
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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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