Airtable + Ignition
Create new Airtable records when services are accepted by clients in Ignition
Simplify your client approval process with this workflow that connects Ignition and Airtable. Whenever your client accepts a service in Ignition, it instantly creates a record in Airtable, keeping your data up-to-date and easily accessible. Swap manual data entry for this smooth automatic process to stay organized and save time.
Simplify your client approval process with this workflow that connects Ignition and Airtable. Whenever your client accepts a service in Ignition, it instantly creates a record in Airtable, keeping your data up-to-date and easily accessible. Swap manual data entry for this smooth automatic process to stay organized and save time.
- 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!Create Record
Creates a new record with auto-populating fields.
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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
