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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.

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.

  1. When this happens...
    IgnitionIgnition
    Proposal Accepted

    Triggers when a proposal is accepted.

    TriggerInstant
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  3. then do this!
    Jetpack WorkflowJetpack Workflow
    Create Client

    Triggers when a new client is created.

    ActionWrite
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Supported triggers and actions

  • Ignition triggers, actions, and search

    Proposal Completed

    Triggers when a proposal is completed. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    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
  • Ignition triggers, actions, and search

    Proposal Saved as Draft

    Triggers when a proposal is moved to draft state. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Archived

    Triggers when a proposal is archived. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Marked as Lost

    Triggers when a proposal is marked as lost. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Revoked

    Triggers when a proposal is revoked. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Classic Proposal State Changed

    Triggers when a proposal's state changes. Only works with Classic proposals

    Trigger
    Instant
    Try It
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ignition logo

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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jetpack-workflow logo

About Jetpack Workflow

Workflow Software Built To Help Your Growing Firm

Related categories

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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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