created by Reid Schretlen
How Zapier works (57 sec)
Try this Zap FREE for 14 days
Trusted at companies large and small
This Zap works in 7 steps …
Step 1 - Trigger
Anytime a service accepted by client is created in Ignition
Step 2 - Action
Filter my data in Filter by Zapier
Step 3 - Action
Format my data in Formatter by Zapier
Step 4 - Action
Find or create company in Your App
Step 5 - Action
Find or create person in Your App
Step 6 - Action
Find or create project in Your App
Step 7 - Action
Add task list from template in Your App
- 3.5 minutes to set up
- Get back 1.2 hrs /week
- 32 people use this zap
This Zap uses the following 4 apps
IgnitionIgnition 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.
Filter by ZapierOnly allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Formatter by ZapierData isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
TeamworkTeamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.