Gmail + Ignition
Create drafts in Gmail when new services are accepted by clients in Ignition
When a client accepts a service in the Ignition app, why not make the most of it by drafting an email in Gmail on the same account? This workflow streamlines your process by ensuring an email draft is ready to customize and send off, saving you extra steps and making your client interaction more immediate and efficient. This system proves invaluable in keeping up with your client's needs in real time.
When a client accepts a service in the Ignition app, why not make the most of it by drafting an email in Gmail on the same account? This workflow streamlines your process by ensuring an email draft is ready to customize and send off, saving you extra steps and making your client interaction more immediate and efficient. This system proves invaluable in keeping up with your client's needs in real time.
- When this happens...Service Accepted by Client
Triggers for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
- automatically do this!Create Draft
Create (but do not send) a new email message.
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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
