Practice Ignition Integrations

When you sign up a new client to your professional services business, there's always a number of steps you need to take to onboard your new client. This Practice Ignition-Trello integration will create a new card in the Trello board of your choice, immediately after your client accepts their Practice Ignition proposal. You can even create a checklist, assign the card and set a due date (and much more) for the card, automatically!

How this Practice Ignition-Trello integration works

1. A new proposal is accepted in Practice Ignition
2. Zapier will create a new card in the Trello board of your choice

Apps involved

• Practice Ignition
• Trello

Do you want to keep your sales pipeline up to date automatically in Hubspot CRM? When your client accepts their proposal in Practice Ignition, Zapier will automatically update the stage of the deal in your HubSpot CRM pipeline.

Note: This integratiojn can also automatically create a deal if it doesn't exist already. We recommend using the Client Name as the deal name in HubSpot CRM to easily match existing deals. You can also choose whichever deal stage (including re-named deal stages) you'd like the deal to be updated to when a new proposal is accepted.

How this Practice Ignition-Hubspot CRM integration works

1. A proposal is accepted in Practice Ignition
2. Zapier will find the correct deal (or create a new deal) in HubSpot CRM and update the deal stage

Apps involved

• Practice Ignition
• HubSpot CRM
• HubSpot CRM

A small token of appreciation can go a very long way, particularly with new clients. with the help of this Practice Ignition-Prinfection-Gmail integration, When a new client accepts a proposal in Practice Ignition, a new Printfection giveaway link will automatically be created and then sent to your new client by email through your Gmail account.

*Note: You must have an existing active campaign in Printfection for this Zapier integration to work.

How this Practice Ignition-Printfection-Gmail integration works

1. A new client accepts a proposal in Practice Ignition
2. Zapier will automatically create a new link in Printfection
3. The link will be sent to your new client through Gmail.

Apps involved

• Practice Ignition
• Printfection
• Gmail

Do you use Box to share documents with your customers? With this Practice Ignition-Box integration, you can automatically create a new folder in Box when a proposal is accepted. Impress your colleagues with your organization!

Note: This integration only creates the folder in Box, it does not share the folder with your client.

How this Practice Ignition-Box integration works

1. A new proposal is accepted in Practice Ignition
2. Zapier creates a new folder in Box

Apps involved

• Practice Ignition
• Box

Be ready to create and send a proposal from Practice Ignition immediately after you meet a new contact! With the help of this Inightly-Practice Ignition integration, when a new contact is added in Insightly, a new client is automatically created in Practice Ignition.

How this Insightly-Practice Ignition integration works

1. A new contact is created in Insightly
2. Zapier creates a new client in Practice Ignition

Apps involved

• Insightly
• Practice Ignition

When a prospect books a sales meeting, you may need to copy their details into Practice Ignition so that you can prepare a proposal. This Calendly-Practice Ignition integration creates clients in Practice Ignition automatically after a Calendly meeting is booked. Now you'll always be ready to start building the proposal straight away.

How this Calendly-Practice Ignition integration works

1. A new meeting is booked using Calendly
2. Zapier creates a client in Practice Ignition

Apps involved

• Calendly
• Practice Ignition

If you use Trello for task management, you'll need to create new tasks when your client accepts a proposal. By using this Practice Ignition-Trello integration, you can automatically create Trello cards for each of the services that your client has agreed to. Set up this integration and watch your productivity soar!

Note: This Zapier integration will create one Trello card for each service in an accepted proposal from Practice Ignition.

How this Practice Ignition-Trello integration works

1. A proposal containing several services is accepted in Practice Ignition
2. Zapier creates one Trello card for each service in the accepted proposal

Apps involved

• Practice Ignition
• Trello

If you've been emailing a prospective customer and are now ready to prepare a proposal, their contact details will need to be copied to Practice Ignition. With this Gmail-Practice Ignition integration, you can automate this process. This integration will create a new Practice Ignition client when you label a message from your prospect in Gmail.

Note: The label must be added within two days of the email being received. You should only label one email from each client, otherwise you may create duplicates in Practice Ignition.

How this Gmail-Practice Ignition integration works

1. You receive an email and label it in Gmail within two days
2. Zapier creates a client in Practice Ignition using the contact information from the email

Apps involved

• Gmail
• Practice Ignition

Do you use a Thinkific course as a lead generating tool for your professional services? When one of your students completes your free course, be ready to convert them into a long-term paying customer with Practice Ignition. This Thinkific-Practice Ignition integration will automatically create a new lead in Practice Ignition when your Thinkific student completes your course.

*Note: The client name will be entered as the First Name and Last Name of the student from Thinkific. You may be required to collect the full company name separately or update the "client name" field with information from another source.

How this Thinkific-Practice Ignition integration works

1. A student completes your Thinkific course.
2. Zapier creates a new client in Practice Ignition as a lead.

Apps involved

• Thinkific
• Practice Ignition

Do you have additional documents that you need your customer to sign when they accept a specific service in Practice Ignition? This powerful Practice Ignition-HelloSign integration will automatically send a signature request for your HelloSign document template to your client, immediately after they accept a specific service in Practice Ignition.

Note: To ensure you send a legally binding document, you must have a paid HelloSign API plan. If you don't, this integration will only send the document in test-mode.

How this Practice Ignition-HelloSign integration works

1. A service is accepted by your client in Practice Ignition
2. Zapier will send a signature request from a template in HelloSign

Apps involved

• Practice Ignition
• Filter by Zapier
• HelloSign

Delighting your new customer with a quick, personalized video message is a fantastic way to set a great first impression. With this Practice Ignition-Bonjoro integration, when a new client accepts a proposal in Practice Ignition, a new to-do item will automatically appear on your Bonjoro task list, complete with contact details and a reason why you are sending your Bonjoro video.

How this Practice Ignition-Bonjoro integration works

1. A client accepts a proposal in Practice Ignition
2. Zapier will automatically create a to-do in Bonjoro, complete with a contact name and a reason for the new Bonjoro.

Apps involved

• Practice Ignition
• Bonjoro

Let your new clients know how much you value their business and get to work onboarding them as soon as your proposal is accepted. This Zapier automation will create a new task in Aero Workflow as soon as a proposal is accepted in Practice Ignition.

Note: This Zap does not import the new client information into Aero. You can set up another Zap to do that.

How this Practice Ignition-Aero integration works

1. A proposal is accepted in Practice Ignition.
2. A task is created in Aero.

Apps involved

• Practice Ignition
• Aero Workflow

Save time and eliminate duplicate data entry – and the errors that go along with it. When a proposal is accepted in Practice Ignition, Zapier will automatically add the customer information to Aero. Onboarding new clients has never been easier!

Note: If you are syncing both Practice Ignition and Aero Workflow to your QuickBooks Online account, turning on this Zap may result in duplicate clients

How this Practice Ignition-Aero Workflow integration works

1. A new proposal is signed in Practice Ignition
2. The new customer is added to Aero Workflow

Apps involved

• Practice Ignition
• Aero Workflow

Once you've acquired a new customer, you can always engage them further if they get your news. Using this Zapier integration, when proposals are accepted in Practice Ignition, the recipient will automatically be added as a subscriber to your SendPulse list — never forget to add a customer!

How this Practice Ignition-SendPulse integration works

1. A proposal is accepted in Practice Ignition.
2. Zapier adds or updates a new subscriber to your SendPulse list.

Apps involved

• Practice Ignition
• SendPulse