Ignition + monday.com
Update items in monday.com when proposals are marked as lost in Ignition
Keep a clear track of your proposals in Ignition and update them seamlessly in your monday.com workspace with this efficient workflow. When a proposal is marked as lost in Ignition, it updates the corresponding item in monday.com instantly. This automation not only enhances your monitoring process but also saves you from manual data entry, freeing up time for more important tasks.
Keep a clear track of your proposals in Ignition and update them seamlessly in your monday.com workspace with this efficient workflow. When a proposal is marked as lost in Ignition, it updates the corresponding item in monday.com instantly. This automation not only enhances your monitoring process but also saves you from manual data entry, freeing up time for more important tasks.
- When this happens...Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
- automatically do this!Update Item
Change multiple column values of an item
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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.
Try It
