Google Sheets + Ignition
Track revoked proposals in Ignition by creating rows in Google Sheets
When a proposal is revoked in Ignition, keep your records up-to-date without missing a beat. This workflow creates a new row in a designated Google Sheets spreadsheet whenever changes are noted in Ignition. By keeping track of revoked proposals, you can easily analyze data and use it to perfect your business strategy, ensuring your proposal process is as efficient as possible.
When a proposal is revoked in Ignition, keep your records up-to-date without missing a beat. This workflow creates a new row in a designated Google Sheets spreadsheet whenever changes are noted in Ignition. By keeping track of revoked proposals, you can easily analyze data and use it to perfect your business strategy, ensuring your proposal process is as efficient as possible.
- When this happens...Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
- 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
