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