Woodpecker + Ignition Integrations
How to connect Woodpecker + Ignition
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New Questionnaire SubmittedTriggers whenever a questionnaire is submittedTrigger- Create/Update Client ProfileCreate or update a client profile within Woodpecker given their email address.Action
- Populate DocumentsPopulates one document or multiple with values that you specify.Action
Proposal AcceptedTriggers when a proposal is accepted.Trigger- Proposal ArchivedTriggers when a proposal is archived. Does not work with Classic proposals.Trigger
- Proposal Marked as LostTriggers when a proposal is marked as lost. Does not work with Classic proposals.Trigger
- Proposal Moved to Awaiting AcceptanceTriggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.Trigger
- Proposal RevokedTriggers when a proposal is revoked. Does not work with Classic proposals.Trigger
- Ignition
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Instant
Trigger
- Ignition
Triggers when a proposal's state changes. Only works with Classic proposals
Instant
Trigger
- Ignition
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.
Instant
Trigger
- Ignition
Creates a new client.
Scheduled
Action
How Woodpecker + Ignition Integrations Work
- Step 1: Authenticate Woodpecker and Ignition.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Woodpecker
Woodpecker is a document automation platform that allows you to automatically prepare & populate frequently used documents for new recipients without ever having to open Microsoft Word!
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