Canopy + Ignition
Update Canopy business clients when services are accepted in Ignition
Maintain harmony between your Ignition and Canopy apps with this effective workflow. When a client confirms a service in Ignition, the information is instantaneously updated in Canopy. It's a straightforward method to reduce manual data entry, enhance work efficiency, and lower the possibility of mistakes.
Maintain harmony between your Ignition and Canopy apps with this effective workflow. When a client confirms a service in Ignition, the information is instantaneously updated in Canopy. It's a straightforward method to reduce manual data entry, enhance work efficiency, and lower the possibility of mistakes.
- 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!Update Business Client
updates a business client.
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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
