Log completed Ignition proposals as new rows in a Google Sheets spreadsheet
Keep track of completed proposals in Ignition by automatically adding them to a Google Sheets spreadsheet. With this workflow, every time a proposal is marked as completed in Ignition, a new row will be created in your selected Google Sheets spreadsheet. Stay organized and easily access all your completed proposals in one place, without any manual work.
Keep track of completed proposals in Ignition by automatically adding them to a Google Sheets spreadsheet. With this workflow, every time a proposal is marked as completed in Ignition, a new row will be created in your selected Google Sheets spreadsheet. Stay organized and easily access all your completed proposals in one place, without any manual work.
- When this happens...Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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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