Client Hub + Ignition
Create new client companies in Client Hub when proposals are accepted in Ignition
When a proposal gets approved in Ignition, streamline your workflow by automatically creating a new client company in Client Hub. This easy automation ends manual data re-entry, giving you more time to focus on more important tasks. Enjoy a seamless and efficient system that helps boost productivity and keeps your customer profiles organized and up-to-date.
When a proposal gets approved in Ignition, streamline your workflow by automatically creating a new client company in Client Hub. This easy automation ends manual data re-entry, giving you more time to focus on more important tasks. Enjoy a seamless and efficient system that helps boost productivity and keeps your customer profiles organized and up-to-date.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create New Client Company
Creates a new Client Company
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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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