Create new Microsoft SharePoint items from newly accepted services in Ignition
Boost your efficiency with this workflow between Ignition and Microsoft SharePoint. When a client accepts a service in Ignition, it will prompt the creation of a new list item in SharePoint. This seamless link between software enhances client service management by setting up an organized method to retain crucial information, enhancing your workflow's efficiency and effectiveness.
Boost your efficiency with this workflow between Ignition and Microsoft SharePoint. When a client accepts a service in Ignition, it will prompt the creation of a new list item in SharePoint. This seamless link between software enhances client service management by setting up an organized method to retain crucial information, enhancing your workflow's efficiency and effectiveness.
- 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!Create List Item
Creates a new item on a list.
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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