Microsoft Excel + Ignition
Add new rows to Microsoft Excel when Ignition proposals are accepted
Effortlessly track accepted proposals in Ignition by adding them to a Microsoft Excel spreadsheet with this seamless workflow. When a proposal is accepted in Ignition, a new row will be created in your Excel sheet, ensuring all relevant information is consistently updated and organized. Stay on top of your accepted proposals and streamline your record-keeping process with this handy automation.
Effortlessly track accepted proposals in Ignition by adding them to a Microsoft Excel spreadsheet with this seamless workflow. When a proposal is accepted in Ignition, a new row will be created in your Excel sheet, ensuring all relevant information is consistently updated and organized. Stay on top of your accepted proposals and streamline your record-keeping process with this handy automation.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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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