Ignition + Pixie
Create or update Pixie clients when new Ignition proposals are accepted
Effortlessly keep your client information up-to-date with this efficient automation between Ignition and Pixie. When a proposal is accepted in Ignition, this workflow will create or update the client's details in Pixie, ensuring your contacts remain organized and current. Save time and minimize the risk of outdated data by streamlining this process.
Effortlessly keep your client information up-to-date with this efficient automation between Ignition and Pixie. When a proposal is accepted in Ignition, this workflow will create or update the client's details in Pixie, ensuring your contacts remain organized and current. Save time and minimize the risk of outdated data by streamlining this process.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create/Update Client
Create or update a client, based on the Client ID or the client's name already existing.
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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
