Google Sheets + Ignition
Archive Ignition proposals and create corresponding rows in Google Sheets instantly
When a proposal gets archived in Ignition, have the details sent directly to your Google Sheets. This Ignition to Google Sheets workflow lets you effortlessly compile information about archived proposals. By doing so, it ensures you always have an updated, comprehensive record of all your past work. It's a simple, automatic process that saves you the hassle of manual data entry, keeping your records accurate and up-to-date.
When a proposal gets archived in Ignition, have the details sent directly to your Google Sheets. This Ignition to Google Sheets workflow lets you effortlessly compile information about archived proposals. By doing so, it ensures you always have an updated, comprehensive record of all your past work. It's a simple, automatic process that saves you the hassle of manual data entry, keeping your records accurate and up-to-date.
- When this happens...Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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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