Move Ignition proposals to awaiting acceptance and send emails through Microsoft Outlook
Stay on top of your proposal process with this smart workflow. When a proposal is moved to 'Awaiting Acceptance' status in the Ignition app, an email is promptly sent out via Microsoft Outlook. This way, every key player is in the loop immediately and there's no delay in moving forward. Experience increased efficiency and communication by managing your proposals with this automation.
Stay on top of your proposal process with this smart workflow. When a proposal is moved to 'Awaiting Acceptance' status in the Ignition app, an email is promptly sent out via Microsoft Outlook. This way, every key player is in the loop immediately and there's no delay in moving forward. Experience increased efficiency and communication by managing your proposals with this automation.
- When this happens...Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
- automatically do this!Send Email
Send an email from your Outlook account.
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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