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.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create File Note
Create a File Note.
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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
