Hyros + Ignition
Create new Hyros orders when proposals are accepted in Ignition
When a proposal is accepted in Ignition, streamline your workflow by establishing an order in Hyros. This automation saves you time from manual entry, keeps your operations organized and enhances efficiency in tracking business transactions. Experience smoother business procedures with this productive setup between Ignition and Hyros.
When a proposal is accepted in Ignition, streamline your workflow by establishing an order in Hyros. This automation saves you time from manual entry, keeps your operations organized and enhances efficiency in tracking business transactions. Experience smoother business procedures with this productive setup between Ignition and Hyros.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Order
Creates an order with multiple lines on Hyros.
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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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