Ignition + monday.com
Create new items in monday.com when services are accepted by clients in Ignition
Simplify and streamline your project management with this automated workflow that springs into action when a service acceptance takes place in Ignition. Once your client accepts a service, a new item will instantly be created in your monday.com project list. This ensures you stay on top of tasks and enhances efficiency in your project management, saving you time for more important tasks.
Simplify and streamline your project management with this automated workflow that springs into action when a service acceptance takes place in Ignition. Once your client accepts a service, a new item will instantly be created in your monday.com project list. This ensures you stay on top of tasks and enhances efficiency in your project management, saving you time for more important tasks.
- When this happens...Service Accepted by Client
Triggers when a proposal is accepted, once for each service. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
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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
