Create integrations between Firm360 and Ignition to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Quickly automate workflows with Firm360 and Ignition using Zapier's templates.
Our most popular template
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Client Added or Updated
Triggers when client is added or updated.
Try It - NameRequired
- Number
- Entity TypeRequired
- Partner In ChargeRequired
- Manager
- Bookkeeper
- TermsRequired
- StatusRequired
- Tax IDRequired
- Tags
- State Tax ID
- Notes
- Registration Date
- Industry
- Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Invoice Delivery Method
- CapitalizationPolicy
- Accounting Basis
- Communication Preference
- Delivery Method
- Location
- Parent Billing Client
- Fiscal Year End
- Referred By
- Custom Fields
- NameRequired
- ClientRequired
- Project TemplateRequired
- Assigned To
- StatusRequired
- Number
- NameRequired
- Project Updated
Triggers when project is reassigned or status is changed.
Try It - ClientRequired
- Salutation
- First NameRequired
- Middle Name
- Last NameRequired
- Nickname
- Title
- Notes
- Date of Birth
- EmailRequired
- Tax IDRequired
- Home Phone
- Work Phone
- Mobile Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- State Drivers License Numeber
- State Drivers License Expiration
- Contact TypeRequired
- Primary Contact FlagRequired
- Spouse Contact FlagRequired
- NameRequired
- ClientRequired
- Project TemplateRequired
- Assigned To
- Recurring TypeRequired
- Next DateRequired
- EmailRequired
- ClientRequired
Related categories
Related categories