ClickUp + Ignition
Create tasks in ClickUp when new services are accepted by clients in Ignition
When a client agrees to a service inside the Ignition app, this workflow promptly steps into action, creating a corresponding task in ClickUp. This seamless automation eliminates the need for duplicate data entry, saving you valuable time and effort and ensuring you stay on top of all client-related tasks. Use this to enhance your efficiency, and let technology handle the mundane so you can focus on what truly matters.
When a client agrees to a service inside the Ignition app, this workflow promptly steps into action, creating a corresponding task in ClickUp. This seamless automation eliminates the need for duplicate data entry, saving you valuable time and effort and ensuring you stay on top of all client-related tasks. Use this to enhance your efficiency, and let technology handle the mundane so you can focus on what truly matters.
- 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!Create Task
Creates a new task.
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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
