FYI + Ignition
Create new documents in FYI when proposals are accepted in Ignition
Experience smooth workflow across your business applications with this integration. When a proposal is approved in Ignition, a new document is immediately created in FYI. This efficient process not only streamlines your work but also ensures no key milestone events are missed, thereby enhancing productivity and accuracy in your daily operations.
Experience smooth workflow across your business applications with this integration. When a proposal is approved in Ignition, a new document is immediately created in FYI. This efficient process not only streamlines your work but also ensures no key milestone events are missed, thereby enhancing productivity and accuracy in your daily operations.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Document
Create a Document.
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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
