Ignition + Jetpack Workflow + Formatter by Zapier

Create Jetpack Workflow clients when Ignition proposals are signed

Updating client records is tedious but necessary. This integration helps when a client signs a proposal in Ignition, it automatically creates a Jetpack Workflow client with the details. It's never been so effortless to have proposals added to your client files.

When this happens...
Proposal Accepted
Triggers when a proposal is accepted.
TriggerInstant
automatically do this...
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this!
Create Client
Triggers when a new client is created.
ActionWrite

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Supported triggers and actions

What does this mean?

Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
Try It
Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Trigger
Instant
Try It
Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Trigger
Instant
Try It
Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Trigger
Instant
Try It
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.
Trigger
Instant
Try It

- TransformRequired
Action
Write
- TransformRequired
Action
Write

New Client
Triggers when a new client is created.
Trigger
Instant
Try It
- Template
- Job Name
- Client ID
- Job Manager
- Description
- Due
Action
Write
- Client IDRequired
- 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 QueryRequired
- 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
Try It
Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Trigger
Instant
Try It
Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Trigger
Instant
Try It
Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals
Trigger
Instant
Try It
- Client NameRequired
- Default Contact NameRequired
- Default Contact EmailRequired
- 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
- TransformRequired
Action
Write
- TransformRequired
Action
Write
Updated Client
Triggers when a client has been updated.
Trigger
Instant
Try It
- 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 QueryRequired
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.

Learn more Help

Related categories

Proposal & Invoice Management

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About Jetpack Workflow

Workflow Software Built To Help Your Growing Firm

Related categories

Project Management

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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Ignition + Jetpack Workflow + Formatter by Zapier

Create Jetpack Workflow clients when Ignition proposals are signed

Proposal Accepted

Proposal Completed

Proposal Moved to Awaiting Acceptance

Proposal Saved as Draft

Service Accepted by Client

Date / Time

Text

TransformRequired

New Client

Create Job

Template

Job Name

Client ID

Job Manager

Description

Due

Update Client

Client IDRequired

Company Name

First Name

Last Name

Email Address

Description

Phone

Street Address

City

State/Province/Region

Zip/Postal Code

Website

Tags

QuickBooks ID

Find or Create Client

Search QueryRequired

Company Name

First Name

Last Name

Email Address

Description

Phone

Street Address

City

State/Province/Region

Zip/Postal Code

Website

Tags

QuickBooks ID

Proposal Archived

Proposal Marked as Lost

Proposal Revoked

Classic Proposal State Changed

Create Client

Client NameRequired

Default Contact NameRequired

Default Contact EmailRequired

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

Numbers

TransformRequired

Utilities