Ignition + Microsoft SharePoint

Create new Microsoft SharePoint list items for every accepted proposal in Ignition

Streamline your project management process with this efficient workflow. When a proposal is accepted in Ignition, a new list item is instantly created in Microsoft SharePoint. This seamless connectivity helps you stay updated with all the accepted proposals, fostering both organization and productivity in your team.

Streamline your project management process with this efficient workflow. When a proposal is accepted in Ignition, a new list item is instantly created in Microsoft SharePoint. This seamless connectivity helps you stay updated with all the accepted proposals, fostering both organization and productivity in your team.

  1. When this happens...
    IgnitionIgnition
    Proposal Accepted

    Triggers when a proposal is accepted.

    TriggerInstant
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    Create List Item

    Creates a new item on a list.

    ActionWrite
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Supported triggers and actions

  • Ignition triggers, actions, and search

    Proposal Archived

    Triggers when a proposal is archived. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Marked as Lost

    Triggers when a proposal is marked as lost. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Revoked

    Triggers when a proposal is revoked. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Classic Proposal State Changed

    Triggers when a proposal's state changes. Only works with Classic proposals.

    Trigger
    Instant
    Try It
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ignition logo

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.
Learn more

Related categories

  • Proposal & Invoice Management

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sharepoint logo

About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Related categories

  • Microsoft
  • Team Collaboration