FYI + Ignition

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.

  1. When this happens...
    IgnitionIgnition
    Proposal Moved to Awaiting Acceptance

    Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.

    TriggerInstant
  2. automatically do this!
    FYIFYI
    Create Web Link

    Create a Web Link.

    ActionWrite
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Supported triggers and actions

What does this mean?
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fyi logo

About FYI

FYI is a document management service for professionals
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Related categories

  • Accounting
ignition logo
ignition logo

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.
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Related categories

  • Proposal & Invoice Management

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