Cash Flow Frog + Ignition

Cash Flow Frog + Ignition integrations

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.

When this happens...
Proposal AcceptedTriggers when a proposal is accepted.
TriggerInstant
automatically do this!
Create ProjectionCreates a cash flow projection
ActionWrite

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More things you can do with Ignition and Cash Flow Frog

Discover other triggers and actions you can use with Ignition and Cash Flow Frog

Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Trigger
Instant
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Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Trigger
Instant
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Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Trigger
Instant
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Service Accepted by Client
Triggers 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.
Trigger
Instant
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- Client Name
  Required
- Deal Name
  Required
- Default Contact Name
  Required
- Client Email
  Required
- External Client ID
Action
Write
- Client Slug
  Required
Action
Search

- Company
  Required
- Scenario
- Date
  Required
- Amount
  Required
- To/From/For
  Required
- Type
- Account Name
- Details
- Trigger Source
- Trigger Type
Action
Write

Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Trigger
Instant
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Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Trigger
Instant
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Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Trigger
Instant
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Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals.
Trigger
Instant
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- Client Name
  Required
- Default Contact Name
  Required
- Default Contact Email
  Required
- External Client ID
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
- Partner Email
- Manager Email
- Company Address Line
- Company Address City
- Company Address Region
- Company Address Post Code
- Company Address Country
- Company Postal Address Line
- Company Postal Address City
- Company Postal Address Region
- Company Postal Address Post Code
- Company Postal Address Country
Action
Write
- Client Slug
  Required
- Client Name
  Required
- Default Contact Name
- Default Contact Email
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
- External Client ID
Action
Write
- Client Name
  Required
- Client Email
  Required
- External Client ID
Action
Search

About Cash Flow Frog

Cash Flow Frog is a simple yet powerful cash flow forecasting and scenario planning tool.

HelpHelp

Related categories

Accounting

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.

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Related categories

Proposal & Invoice Management

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