Forecast + Ignition
Create new Forecast projects when Ignition proposals move to awaiting acceptance
Efficiently manage your proposals and projects with this automation. When a proposal is moved to 'Awaiting Acceptance' in Ignition, a new project is instantly created in Forecast. This smooth workflow helps you streamline your project management process, saving time and enhancing productivity.
Efficiently manage your proposals and projects with this automation. When a proposal is moved to 'Awaiting Acceptance' in Ignition, a new project is instantly created in Forecast. This smooth workflow helps you streamline your project management process, saving time and enhancing productivity.
- When this happens...Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
- automatically do this!Create Project
Creates a project.
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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.
Try It
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.
Try It
