Microsoft Excel + Ignition
Add rows to a Microsoft Excel table whenever new services are accepted by clients in Ignition
Elevate your work efficiency whenever a client accepts a service inside the Ignition app. With this workflow, you'll immediately add a new row to a table in your Microsoft Excel application, ensuring your records are consistently updated and accurate. Say goodbye to manual data entry and focus more on delivering top-notch services to your clients.
Elevate your work efficiency whenever a client accepts a service inside the Ignition app. With this workflow, you'll immediately add a new row to a table in your Microsoft Excel application, ensuring your records are consistently updated and accurate. Say goodbye to manual data entry and focus more on delivering top-notch services to your clients.
- When this happens...Service Accepted by Client
Triggers when a proposal is accepted, once for each service. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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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.
Try It
