Google Sheets + Ignition
Create Google Sheets spreadsheets when new proposals are accepted in Ignition
Simplify your administrative tasks with this efficient workflow. Whenever a proposal is accepted in Ignition, a corresponding record is created in Google Sheets. This seamless process ensures every accepted proposal is accurately documented and readily available for review in your spreadsheet, making proposal tracking easier and more efficient.
Simplify your administrative tasks with this efficient workflow. Whenever a proposal is accepted in Ignition, a corresponding record is created in Google Sheets. This seamless process ensures every accepted proposal is accurately documented and readily available for review in your spreadsheet, making proposal tracking easier and more efficient.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
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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
