Forecast + Ignition

Forecast + Ignition integrations

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.

When this happens...
Proposal Moved to Awaiting AcceptanceTriggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
TriggerInstant
automatically do this!
Create ProjectCreates a project.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Ignition and Forecast

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

Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
Try It
Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Trigger
Instant
Try It
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
Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Trigger
Instant
Try It
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
Try It

- Client Name
  Required
- Deal Name
  Required
- Default Contact Name
  Required
- Client Email
  Required
- External Client ID
Action
Write
- Client Slug
  Required
Action
Search

- Project id
- Title
- Description
- Billable
- Start date
- Deadline date
- Low estimate
- High estimate
- Approved
- Bug
- Blocked
Action
Write
- Name
Action
Search

Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Trigger
Instant
Try It
Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Trigger
Instant
Try It
Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Trigger
Instant
Try It
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
- Project name
- Stage
- Description
- Billable
- Use_sprints
- Sprint_length
- Project start date
- Project end date
- Card_levels
- Client
- Rate_card
Action
Write
- Project name
- Stage
- Description
- Billable
- Use_sprints
- Sprint_length
- Project start date
- Project end date
- Card_levels
- Client
- Rate_card
Action
Search or write

About Forecast

Forecast is a full-suite business platform that enables professional service organizations to run efficiently and predictably in one AI-powered software.

HelpHelp

Related categories

Project Management

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

Similar apps

Zoho Invoice

Proposal & Invoice Management, Zoho

Wave

Accounting

Qwilr

Proposal & Invoice Management