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

What does this mean?
ignition logo
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.
Learn moreHelp

Related categories

  • Proposal & Invoice Management

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jetpack-workflow logo
jetpack-workflow logo

About Jetpack Workflow

Workflow Software Built To Help Your Growing Firm
Help

Related categories

  • Project Management
formatter logo
formatter logo

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.
Learn moreHelp

Related categories

  • Documents
  • Zapier