Save draft proposals in Ignition to create spreadsheet rows in Google Sheets
Keep tabs on your Ignition proposals in a more organized manner. Whenever you save a proposal draft in Ignition, this workflow creates a new row in your selected Google Sheets spreadsheet. It neatly organizes information, helping you track proposal progress and details seamlessly, enhancing your productivity.
Keep tabs on your Ignition proposals in a more organized manner. Whenever you save a proposal draft in Ignition, this workflow creates a new row in your selected Google Sheets spreadsheet. It neatly organizes information, helping you track proposal progress and details seamlessly, enhancing your productivity.
- When this happens...Proposal Saved as Draft
Triggers when a proposal is moved to draft state. 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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