Airtable + Ignition
Create or update Airtable records when new draft proposals are saved in Ignition
Streamline your workflow by connecting your Ignition and Airtable apps. When you save a proposal as a draft in Ignition, a record is created or updated in Airtable. This automated process saves you time and improves data consistency, allowing you to spend more energy on crafting compelling proposals rather than on manual data management.
Streamline your workflow by connecting your Ignition and Airtable apps. When you save a proposal as a draft in Ignition, a record is created or updated in Airtable. This automated process saves you time and improves data consistency, allowing you to spend more energy on crafting compelling proposals rather than on manual data management.
- When this happens...Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
- automatically do this!Create or Update Record
Find and update an existing record, or create a new one.
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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.
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