Send Microsoft Outlook emails when new proposals are completed in Ignition
Streamline your business operations with this efficient workflow. Once a proposal is completed in the Ignition app, a corresponding email is promptly sent through your Microsoft Outlook account. This automation not only ensures immediate communication but also eliminates manual tracking and follow-up, thereby saving valuable time and enhancing productivity. Use this workflow to maintain a seamless process from proposal completion to client communication.
Streamline your business operations with this efficient workflow. Once a proposal is completed in the Ignition app, a corresponding email is promptly sent through your Microsoft Outlook account. This automation not only ensures immediate communication but also eliminates manual tracking and follow-up, thereby saving valuable time and enhancing productivity. Use this workflow to maintain a seamless process from proposal completion to client communication.
- When this happens...Proposal Completed
Triggers when a proposal is completed. 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