Ignition + OneDrive
Create folders in OneDrive for accepted proposals in Ignition
Seal the deal and stay organized with this convenient workflow. When a proposal is accepted in Ignition, this automation creates a corresponding folder in your OneDrive. This seamless process helps you manage and track your newly accepted proposals with ease, ensuring important documents are stored in a dedicated and accessible location.
Seal the deal and stay organized with this convenient workflow. When a proposal is accepted in Ignition, this automation creates a corresponding folder in your OneDrive. This seamless process helps you manage and track your newly accepted proposals with ease, ensuring important documents are stored in a dedicated and accessible location.
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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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