Practice Ignition Integrations
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Post messages in Slack for proposals accepted in Practice Ignition
Would you like to notify your team the moment you win new business? This Practice Ignition-Slack integration will automatically post a message to Slack when a new proposal is accepted in Practice Ignition. Now you can celebrate, or just get straight to work.
How this Practice Ignition-Slack integration works
- A proposal is accepted in Practice Ignition
- Zapier posts a message in a Slack channel with the proposal details
Apps involved
- Practice Ignition
- Slack
Create new tasks in Asana when services are accepted in Practice Ignition
If you use Asana for task management, you'll need to create new tasks when your client accepts a proposal. This Practice Ignition-Asana integration will automatically create one Asana task for each service in an accepted proposal from Practice Ignition. Now you'll never need to manually create a new task again!
How this Practice Ignition-Asana integration works
- A proposal containing several services is accepted in Practice Ignition
- Zapier creates one Asana task for each service in the accepted proposal
Apps involved
- Practice Ignition
- Asana
Subscribe contacts from newly accepted Practice Ignition proposals to MailChimp lists
Does your company send a monthly newsletter to your customers? Using this Practice Ignition-MailChimp integration, when proposals are accepted in Practice Ignition, the recipient will automatically be added as a subscriber to your MailChimp list. Never forget to add a customer to your list again!
How this Practice Ignition-MailChimp integration works
- A proposal is accepted in Practice Ignition
- Zapier adds or updates a new subscriber to your MailChimp list
Apps involved
- Practice Ignition
- MailChimp
Create Google Drive folders when Practice Ignition proposals are accepted
Do you use Google Drive to share documents with your customers? With this Practice Ignition-Google Drive integration, you can automatically create a new folder in Google Drive when a proposal is accepted. You'll be more organized than ever!
Note: This Zap only creates the folder in Google Drive, it does not share the folder with your client.
How this Practice Ignition-Google Drive integration works
- A new proposal is accepted in Practice Ignition
- Zapier creates a new folder in Google Drive
Apps involved
- Practice Ignition
- Google Drive
Create Practice Ignition clients from new Typeform entries
If you ask your customers to fill out a form as part of your sales process, you can use this Typeform-Practice Ignition integration to automatically create a new client in Practice Ignition. Then you'll never need to copy and paste contact information again!
How this Typeform-Practice Ignition integration works
- A new entry is submitted to Typeform
- Zapier creates a client in Practice Ignition
Apps involved
- Typeform
- Practice Ignition
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Practice Ignition Integration Details
Launched on Zapier December 11, 2017
Zapier combines Triggers (like "Proposal Accepted") and Actions (like "Create Client") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Practice Ignition Triggers, Searches, and Actions are supported by Zapier:
Triggers when a proposal is accepted.
Triggers when a proposal's state changes.
Triggers for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
Creates a new client.
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