Ignition + Jetpack Workflow + Formatter by Zapier
Add new Ignition service agreement acceptances as Jetpack Workflow jobs
When a client accepts a service in Ignition, this integration automatically finds or creates a corresponding Jetpack Workflow client and then creates a Jetpack Workflow job for the work to be done for that service agreement.
When a client accepts a service in Ignition, this integration automatically finds or creates a corresponding Jetpack Workflow client and then creates a Jetpack Workflow job for the work to be done for that service agreement.
- 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...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this!Create Job
Creates a Job with the details specified. You can create a Job from a selected Jetpack Workflow Template and assign it to a specific Client.
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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
