Move proposals to awaiting acceptance in Ignition and create form submissions in Kajabi
When a proposal shifts to the awaiting acceptance stage within Ignition, this workflow ensures a form submission is promptly created within Kajabi. This process enhances efficiency, reducing the need for manual data entry and thereby saving you valuable time. Benefit from seamless connectivity between your favorite applications, and focus more on expanding your business.
When a proposal shifts to the awaiting acceptance stage within Ignition, this workflow ensures a form submission is promptly created within Kajabi. This process enhances efficiency, reducing the need for manual data entry and thereby saving you valuable time. Benefit from seamless connectivity between your favorite applications, and focus more on expanding your business.
- When this happens...Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
- automatically do this!Create Form Submission
Submits a Form on behalf of a contact. This will opt in the contact for email marketing.
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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