Create new Microsoft SharePoint list items for every accepted proposal in Ignition
Streamline your project management process with this efficient workflow. When a proposal is accepted in Ignition, a new list item is instantly created in Microsoft SharePoint. This seamless connectivity helps you stay updated with all the accepted proposals, fostering both organization and productivity in your team.
Streamline your project management process with this efficient workflow. When a proposal is accepted in Ignition, a new list item is instantly created in Microsoft SharePoint. This seamless connectivity helps you stay updated with all the accepted proposals, fostering both organization and productivity in your team.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create List Item
Creates a new item on a list.
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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