Update Kit subscribers by adding tags when new Ignition proposals move to awaiting acceptance
Streamline your proposal approval process with this efficient workflow. When a proposal in Ignition app moves to awaiting acceptance, it instantly adds a tag to a subscriber in the Kit app. Not only does this process save time, it also keeps everything organized and ensures no subscriber is overlooked in your business operations. This workflow is an excellent solution for better subscriber management and faster proposal processing.
Streamline your proposal approval process with this efficient workflow. When a proposal in Ignition app moves to awaiting acceptance, it instantly adds a tag to a subscriber in the Kit app. Not only does this process save time, it also keeps everything organized and ensures no subscriber is overlooked in your business operations. This workflow is an excellent solution for better subscriber management and faster proposal processing.
- 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!Add Tag to Subscriber
Add a subscriber to a specific tag.
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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.
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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.
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