Clockify + Ignition
Create new clients in Clockify when proposals are accepted in Ignition
Streamline your client management process with this effortless automation. When a proposal is accepted in the Ignition app, a new client is created instantly within Clockify. This workflow saves time on data entry, ensuring your client list remains accurate and up-to-date, enhancing productivity in your business management.
Streamline your client management process with this effortless automation. When a proposal is accepted in the Ignition app, a new client is created instantly within Clockify. This workflow saves time on data entry, ensuring your client list remains accurate and up-to-date, enhancing productivity in your business management.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Client
Creates a client on a specified workspace.
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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
