Financial Cents + Ignition
Find clients and create projects in Financial Cents when new Ignition proposals are signed
After a client signs a new Ignition proposal, this integration will search for them in Financial Cents. If they don't exist, they'll be added. Then, a corresponding project will be created in Financial Cents automatically. With this integration active, you'll never have to manually onboard a client again.
After a client signs a new Ignition proposal, this integration will search for them in Financial Cents. If they don't exist, they'll be added. Then, a corresponding project will be created in Financial Cents automatically. With this integration active, you'll never have to manually onboard a client again.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Project
Creates a new project, probably with input from previous steps.
- Free forever for core features
- 14 day trial for premium features & apps
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
