Ignition + Xama Hub

Create Xama Hub clients from newly accepted Ignition proposals

With this Zapier template running, whenever a new proposal is accepted within Ignition, a corresponding client will be added in Xama Hub automatically.

With this Zapier template running, whenever a new proposal is accepted within Ignition, a corresponding client will be added in Xama Hub automatically.

  1. When this happens...
    IgnitionIgnition
    Proposal Accepted

    Triggers when a proposal is accepted.

    TriggerInstant
  2. automatically do this!
    Xama HubXama Hub
    Create Client

    Creates a new individual / company

    ActionWrite
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Supported triggers and actions

  • Ignition triggers, actions, and search

    Proposal Archived

    Triggers when a proposal is archived. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Marked as Lost

    Triggers when a proposal is marked as lost. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Revoked

    Triggers when a proposal is revoked. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Classic Proposal State Changed

    Triggers when a proposal's state changes. Only works with Classic proposals.

    Trigger
    Instant
    Try It
ignition logo
ignition logo

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.
Learn more

Related categories

  • Proposal & Invoice Management

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xama-hub logo
xama-hub logo

About Xama Hub

Xama Hub enables the streamlined onboarding of customers through the automation of identity verification and anti money laundering checks.

Related categories

  • Accounting