Airtable + Ignition
Create or update Airtable records when new Ignition proposals move to awaiting acceptance
Streamline your workflow with this Ignition and Airtable integration. Whenever a proposal is moved to 'Awaiting Acceptance' in Ignition, an existing record will be updated or a new one created in your Airtable database. This set up not only simplifies your sales process but also ensures your database stays up-to-date without any manual intervention. Enhance efficiency and maintain clear business records with this seamless automation.
Streamline your workflow with this Ignition and Airtable integration. Whenever a proposal is moved to 'Awaiting Acceptance' in Ignition, an existing record will be updated or a new one created in your Airtable database. This set up not only simplifies your sales process but also ensures your database stays up-to-date without any manual intervention. Enhance efficiency and maintain clear business records with this seamless automation.
- When this happens...Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
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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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