Microsoft Excel + Ignition
Add new rows in Microsoft Excel when services are accepted by clients in Ignition
Boost your productivity with this streamlined workflow. As soon as a client accepts a service within the Ignition app, an entry gets created instantly in your Microsoft Excel sheet. This practical integration helps you keep meticulous records for improved client management, saving you time and efforts from manual data entry. Seamlessly track services accepted by your clients with great ease and efficiency.
Boost your productivity with this streamlined workflow. As soon as a client accepts a service within the Ignition app, an entry gets created instantly in your Microsoft Excel sheet. This practical integration helps you keep meticulous records for improved client management, saving you time and efforts from manual data entry. Seamlessly track services accepted by your clients with great ease and efficiency.
- 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!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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