Firm360 + Ignition

Firm360 + Ignition integrations

Create and manage new or updated Firm360 clients in Ignition efficiently

This workflow boosts your efficiency by creating a new client in Ignition each time a client is added or updated in Firm360. Rather than manually entering data across platforms, this automation ensures all your client information remains consistent and current across both applications. It's a straightforward solution to maintaining organization and accuracy.

When this happens...
Client Added or UpdatedTriggers when client is added or updated.
TriggerPolling
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Firm360 and Ignition

Discover other triggers and actions you can use with Firm360 and Ignition

Client Added or Updated
Triggers when client is added or updated.
Trigger
Polling
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- Name
  Required
- Number
- Entity Type
  Required
- Partner In Charge
  Required
- Manager
- Bookkeeper
- Terms
  Required
- Status
  Required
- Tax ID
  Required
- 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
Action
Write
- Name
  Required
- Client
  Required
- Project Template
  Required
- Assigned To
- Status
  Required
Action
Write
- Number
- Name
Action
Search
- Client
- Name
Action
Search

- Number
- Name
  Required
- Entity Type
  Required
- Partner In Charge
  Required
- Manager
- Bookkeeper
- Terms
  Required
- Status
  Required
- Tax ID
  Required
- 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
Action
Search or write
- Client
  Required
- Name
  Required
- Project Template
  Required
- Assigned To
- Status
  Required
Action
Search or write

Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Trigger
Instant
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Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Trigger
Instant
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Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Trigger
Instant
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Service Accepted by Client
Triggers when a proposal is accepted, once for each service. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
Trigger
Instant
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- Client Name
  Required
- Deal Name
  Required
- Default Contact Name
  Required
- Client Email
  Required
- External Client ID
Action
Write
- Client Slug
  Required
Action
Search

Project Updated
Triggers when project is created or status is changed.
Trigger
Polling
Try It
- Client
  Required
- Salutation
- First Name
  Required
- Middle Name
- Last Name
  Required
- Nickname
- Title
- Notes
- Date of Birth
- Email
  Required
- Tax ID
  Required
- Home Phone
- Work Phone
- Mobile Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- State Drivers License Numeber
- State Drivers License Expiration
- Contact Type
  Required
- Primary Contact Flag
  Required
- Spouse Contact Flag
  Required
Action
Write
- Name
  Required
- Client
  Required
- Project Template
  Required
- Assigned To
- Recurring Type
  Required
- Next Date
  Required
Action
Write
- Email
  Required
- Client
  Required
Action
Search
- Client
- Name
Action
Search
- Email
  Required
- Client
  Required
- Salutation
- First Name
  Required
- Middle Name
- Last Name
  Required
- Nickname
- Title
- Notes
- Date of Birth
- Tax ID
  Required
- Home Phone
- Work Phone
- Mobile Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- State Drivers License Numeber
- State Drivers License Expiration
- Contact Type
  Required
- Primary Contact Flag
  Required
- Spouse Contact Flag
  Required
Action
Search or write
- Client
  Required
- Name
  Required
- Project Template
  Required
- Assigned To
- Recurring Type
  Required
- Next Date
  Required
Action
Search or write
Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Trigger
Instant
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Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Trigger
Instant
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Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Trigger
Instant
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Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals.
Trigger
Instant
Try It
- Client Name
  Required
- Default Contact Name
  Required
- Default Contact Email
  Required
- External Client ID
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
- Partner Email
- Manager Email
- Company Address Line
- Company Address City
- Company Address Region
- Company Address Post Code
- Company Address Country
- Company Postal Address Line
- Company Postal Address City
- Company Postal Address Region
- Company Postal Address Post Code
- Company Postal Address Country
Action
Write
- Client Slug
  Required
- Client Name
  Required
- Default Contact Name
- Default Contact Email
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
- External Client ID
Action
Write
- Client Name
  Required
- Client Email
  Required
- External Client ID
Action
Search

About Firm360

Firm360 is an all-in-one practice management system for accounting firms.

HelpHelp

Related categories

Accounting

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.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

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Related Zap Templates

Create clients and recurring projects in Firm360 from newly accepted Ignition proposals

Related Zap Templates

Create clients and recurring projects in Firm360 from newly accepted Ignition proposals