Ignition + Jetpack Workflow + Formatter by Zapier

Ignition + Jetpack Workflow integrations

Find and update Jetpack Workflow clients for new accepted Ignition proposals

Updating client records is tedious - automate it and save time. This integration helps when a client signs a proposal in Ignition, it automatically finds and updates the Jetpack Workflow client with the details. You won't have to manually update your client records again.

When this happens...
Proposal AcceptedTriggers when a proposal is accepted.
TriggerInstant
automatically do this...
TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this!
Update ClientUpdates a Client
ActionWrite

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Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Trigger
Instant
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Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Trigger
Instant
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Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Trigger
Instant
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Service Accepted by Client
Triggers when a proposal is accepted, once for each service. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
Trigger
Instant
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- Client Name
  Required
- Deal Name
  Required
- Default Contact Name
  Required
- Client Email
  Required
- External Client ID
Action
Write
- Client Slug
  Required
Action
Search

- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
New Client
Triggers when a new client is created.
Trigger
Instant
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- Template
- Job Name
- Client ID
- Job Manager
- Description
- Due
Action
Write
- Client ID
  Required
- Company Name
- First Name
- Last Name
- Email Address
- Description
- Phone
- Street Address
- City
- State/Province/Region
- Zip/Postal Code
- Website
- Tags
- QuickBooks ID
Action
Write
- Search Query
  Required
- Company Name
- First Name
- Last Name
- Email Address
- Description
- Phone
- Street Address
- City
- State/Province/Region
- Zip/Postal Code
- Website
- Tags
- QuickBooks ID
Action
Search or write

Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Trigger
Instant
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Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Trigger
Instant
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Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Trigger
Instant
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Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals.
Trigger
Instant
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- Client Name
  Required
- Default Contact Name
  Required
- Default Contact Email
  Required
- External Client ID
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
- Partner Email
- Manager Email
- Company Address Line
- Company Address City
- Company Address Region
- Company Address Post Code
- Company Address Country
- Company Postal Address Line
- Company Postal Address City
- Company Postal Address Region
- Company Postal Address Post Code
- Company Postal Address Country
Action
Write
- Client Slug
  Required
- Client Name
  Required
- Default Contact Name
- Default Contact Email
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
- External Client ID
Action
Write
- Client Name
  Required
- Client Email
  Required
- External Client ID
Action
Search
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
Updated Client
Triggers when a client has been updated.
Trigger
Instant
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- Company Name
- First Name
- Last Name
- Email Address
- Description
- Phone
- Street Address
- City
- State/Province/Region
- Zip/Postal Code
- Website
- Tags
- QuickBooks ID
Action
Write
- Search Query
  Required
Action
Search

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.

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Related categories

Proposal & Invoice Management

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About Jetpack Workflow

Workflow Software Built To Help Your Growing Firm

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About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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