Ignition + Senta
Create new Senta clients from accepted Ignition proposals
Facilitate a seamless workflow between Ignition and Senta with this automation. Once a proposal is accepted in Ignition, a new client will be promptly created in Senta. This ensures the instant and accurate transfer of vital client information between your business tools, saving time and reducing manual data entry errors.
Facilitate a seamless workflow between Ignition and Senta with this automation. Once a proposal is accepted in Ignition, a new client will be promptly created in Senta. This ensures the instant and accurate transfer of vital client information between your business tools, saving time and reducing manual data entry errors.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create a New Client
Create a new client in Senta
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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
