Financial Cents + Ignition
Create clients in Financial Cents when new proposals are accepted in Ignition
Keep your client database up-to-date in Financial Cents without any added clicks or keystrokes. This integration automatically creates a new client in Financial Cents whenever the client accepts a new proposal in Ignition.
Keep your client database up-to-date in Financial Cents without any added clicks or keystrokes. This integration automatically creates a new client in Financial Cents whenever the client accepts a new proposal in Ignition.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Client
Creates a client in Financial Cents.
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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.
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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.
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