Create new monday.com items when proposals move to awaiting acceptance in Ignition
Seamlessly streamline your project management process with this workflow that kicks in when a proposal switches to the 'Awaiting Acceptance' stage in Ignition. It instantaneously creates a new item in your monday.com board. By bridging the gap between Ignition and monday.com, this automation ensures you stay on top of project stages and strengthens your team's efficiency and coordination.
Seamlessly streamline your project management process with this workflow that kicks in when a proposal switches to the 'Awaiting Acceptance' stage in Ignition. It instantaneously creates a new item in your monday.com board. By bridging the gap between Ignition and monday.com, this automation ensures you stay on top of project stages and strengthens your team's efficiency and coordination.
- 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 Item
Create a new Item in a board
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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