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FYI + Ignition

Create FYI notes for newly accepted Ignition proposals

Keep your workflow efficient when managing proposals and notes. With this automation, as soon as a proposal is accepted in Ignition, a new file note gets created in FYI. This seamless bridge between Ignition and FYI keeps your documentation in order, saving you valuable time and improving your productivity.

Keep your workflow efficient when managing proposals and notes. With this automation, as soon as a proposal is accepted in Ignition, a new file note gets created in FYI. This seamless bridge between Ignition and FYI keeps your documentation in order, saving you valuable time and improving your productivity.

  1. When this happens...
    IgnitionIgnition
    Proposal Accepted

    Triggers when a proposal is accepted.

    TriggerInstant
  2. automatically do this!
    FYIFYI
    Create File Note

    Create a File Note.

    ActionWrite
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Supported triggers and actions

  • Ignition triggers, actions, and search

    Proposal Completed

    Triggers when a proposal is completed. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Moved to Awaiting Acceptance

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

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Saved as Draft

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

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Archived

    Triggers when a proposal is archived. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Marked as Lost

    Triggers when a proposal is marked as lost. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Revoked

    Triggers when a proposal is revoked. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Classic Proposal State Changed

    Triggers when a proposal's state changes. Only works with Classic proposals

    Trigger
    Instant
    Try It
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About FYI

FYI is a document management service for professionals

Related categories

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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.