Content Snare + Ignition
Create information requests in Content Snare from new proposals accepted in Ignition
When you're onboarding a client to your accounting or bookkeeping practice, it's important to reduce turnaround time and keep momentum going. This Zap automatically sends your client an onboarding form or information request from Content Snare as soon as they sign their proposal in Ignition.
When you're onboarding a client to your accounting or bookkeeping practice, it's important to reduce turnaround time and keep momentum going. This Zap automatically sends your client an onboarding form or information request from Content Snare as soon as they sign their proposal in Ignition.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Request
Creates a new request.
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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
