Formsite + Ignition
Create new Ignition clients from Formsite form results
Easily streamline your client onboarding process with this efficient workflow. When a new form result is submitted in Formsite, a new client will be created in the Ignition app. This automation saves you time and ensures a smooth transition for your clients, making it an essential tool for your business.
Easily streamline your client onboarding process with this efficient workflow. When a new form result is submitted in Formsite, a new client will be created in the Ignition app. This automation saves you time and ensures a smooth transition for your clients, making it an essential tool for your business.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItProposal 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 It
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
