AI by Zapier + Ignition
Analyze and return data in AI by Zapier when new services are accepted by clients in Ignition
Efficiently respond to your clients using this Ignition and AI by Zapier workflow. As soon as a service is accepted in Ignition, this automation swiftly performs an Analyze and Return Data operation in the AI by Zapier app. This streamlined process helps you quickly process data and make rapid, informed business decisions, enhancing your client relationships.
Efficiently respond to your clients using this Ignition and AI by Zapier workflow. As soon as a service is accepted in Ignition, this automation swiftly performs an Analyze and Return Data operation in the AI by Zapier app. This streamlined process helps you quickly process data and make rapid, informed business decisions, enhancing your client relationships.
- 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!Analyze and Return Data
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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
