Ignition + Invoice Ninja
Create invoices in Invoice Ninja when new proposals are accepted in Ignition
Streamline your invoicing process with this smart workflow. Whenever a proposal is accepted in Ignition, an invoice is instantly created in Invoice Ninja. This efficient automation allows you to focus on more important tasks, effortlessly saving your time. No more manual data entry, let this workflow handle the routine work for you.
Streamline your invoicing process with this smart workflow. Whenever a proposal is accepted in Ignition, an invoice is instantly created in Invoice Ninja. This efficient automation allows you to focus on more important tasks, effortlessly saving your time. No more manual data entry, let this workflow handle the routine work for you.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Invoice
Creates a new invoice.
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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
