FYI + Ignition
Create or update FYI tasks when new proposals move to awaiting acceptance in Ignition
When a proposal is moved to Awaiting Acceptance in Ignition, this workflow diligently springs into action, creating or updating a task in FYI. This process efficiently bridges the gap between your business platforms, ensuring no critical task falls through the cracks. With this automation, you can spend less time on manual data transfer and focus on crucial business decisions.
When a proposal is moved to Awaiting Acceptance in Ignition, this workflow diligently springs into action, creating or updating a task in FYI. This process efficiently bridges the gap between your business platforms, ensuring no critical task falls through the cracks. With this automation, you can spend less time on manual data transfer and focus on crucial business decisions.
- 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 or Update Task
Create or Update a Task in FYI.
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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
