Create folders in Dropbox when new proposals are accepted in Ignition
Make managing proposals and organizing files seamless by using this workflow. When a proposal is accepted in Ignition, a corresponding folder is instantly created in Dropbox. This organizes all proposal documentation efficiently in one place, making it easily accessible for future reference. This automation saves time and eliminates the need for manual data entry, ensuring precision throughout your proposal process.
Make managing proposals and organizing files seamless by using this workflow. When a proposal is accepted in Ignition, a corresponding folder is instantly created in Dropbox. This organizes all proposal documentation efficiently in one place, making it easily accessible for future reference. This automation saves time and eliminates the need for manual data entry, ensuring precision throughout your proposal process.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
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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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