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Microsoft Excel + Ignition

Microsoft Excel + Ignition

Microsoft Excel + Ignition integrations

Log lost proposals in Microsoft Excel by creating a new row each time a proposal is marked as lost in Ignition

When a proposal is flagged as lost in Ignition, this workflow instantly adds a new row to your specified Microsoft Excel spreadsheet. It helps you streamline your data management by consistently updating your records without manual input. This way, you can keep a detailed tally of unsuccessful proposals and focus on refining strategies for future success.

  1. When this happens...
    Proposal Marked as Lost
    Proposal Marked as Lost
    Proposal Marked as LostTriggers when a proposal is marked as lost. Does not work with Classic proposals.
  2. automatically do this!
    Add Row
    Add Row
    Add RowAdds a new row to the end of a worksheet.
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More things you can do with Ignition and Microsoft Excel

Discover other triggers and actions you can use with Ignition and Microsoft Excel

  • Ignition triggers, actions, and search
    Proposal Accepted

    Triggers when a proposal is accepted.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search
    Proposal Completed

    Triggers when a proposal is completed. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search
    Proposal Moved to Awaiting Acceptance

    Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search
    Proposal Saved as Draft

    Triggers when a proposal is moved to draft state. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search
    Proposal Archived

    Triggers when a proposal is archived. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search
    Proposal Marked as Lost

    Triggers when a proposal is marked as lost. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search
    Proposal Revoked

    Triggers when a proposal is revoked. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search
    Classic Proposal State Changed

    Triggers when a proposal's state changes. Only works with Classic proposals.

    Trigger
    Instant
    Try It
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About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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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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