Ignition + Kit
Mark lost proposals in Ignition and add tag to subscribers in Kit
Streamline your subscriber management process when proposals are marked as lost in Ignition. With this workflow, you can easily tag subscribers in the Kit app every time a proposal is lost in Ignition, helping keep your contact list organized and your team informed. Boost efficiency and stay on top of proposal outcomes without missing a beat.
Streamline your subscriber management process when proposals are marked as lost in Ignition. With this workflow, you can easily tag subscribers in the Kit app every time a proposal is lost in Ignition, helping keep your contact list organized and your team informed. Boost efficiency and stay on top of proposal outcomes without missing a beat.
- When this happens...Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
- automatically do this!Add Tag to Subscriber
Add a subscriber to a specific tag.
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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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