Create web links in FYI when proposals move to awaiting acceptance in Ignition
Keep your business operations smooth and organized when a proposal in Ignition is at the awaiting acceptance stage, by instantly creating a corresponding web link in FYI. This integration significantly minimizes the need for manual tasks, ensuring your documents are orderly and easily available in FYI. It's a practical solution to maintain a consistent correlation between your proposals and their respective web links.
Keep your business operations smooth and organized when a proposal in Ignition is at the awaiting acceptance stage, by instantly creating a corresponding web link in FYI. This integration significantly minimizes the need for manual tasks, ensuring your documents are orderly and easily available in FYI. It's a practical solution to maintain a consistent correlation between your proposals and their respective web links.
- When this happens...Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
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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.
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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
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