Airtable + Ignition
Create or update Airtable records when new proposals are accepted in Ignition
Ensure your record management is efficient and accurate with this workflow. Every time there is an accepted proposal in Ignition, the equivalent record in Airtable is immediately created or updated. This saves you from tedious manual data entry, giving you more time to focus on essential business activities and strategies for growth.
Ensure your record management is efficient and accurate with this workflow. Every time there is an accepted proposal in Ignition, the equivalent record in Airtable is immediately created or updated. This saves you from tedious manual data entry, giving you more time to focus on essential business activities and strategies for growth.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- 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.
Try It
