Aero Workflow + Ignition
Create new Aero tasks when Ignition proposals are signed
Let your new clients know how much you value their business and get to work onboarding them as soon as your proposal is accepted. This Zapier automation will create a new task in Aero Workflow as soon as a proposal is accepted in Ignition.
Let your new clients know how much you value their business and get to work onboarding them as soon as your proposal is accepted. This Zapier automation will create a new task in Aero Workflow as soon as a proposal is accepted in Ignition.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Task
Creates a new Aero Task.
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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
