Add new Ignition services to Google Sheets rows when clients accept them
Effortlessly keep track of accepted services in your Ignition app with this seamless workflow. When a client accepts a service in Ignition, a new row will be added to your designated Google Sheets spreadsheet, ensuring all relevant data is easily accessible and organized. Simplify your record-keeping and never miss an update with this time-saving automation.
Effortlessly keep track of accepted services in your Ignition app with this seamless workflow. When a client accepts a service in Ignition, a new row will be added to your designated Google Sheets spreadsheet, ensuring all relevant data is easily accessible and organized. Simplify your record-keeping and never miss an update with this time-saving automation.
- 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 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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