Trigger onboarding for new client in Ignition, create task in FYI, and update client in FYI
Trigger onboarding for new client in Ignition, create task in FYI, and update client in FYI
Trigger the onboarding process for new clients when a proposal is accepted in Ignition. Create or update tasks and client information in FYI for faster onboarding and improved organization.
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Overview
Trigger the onboarding process for new clients when a proposal is accepted in Ignition. Create or update tasks and client information in FYI for faster onboarding and improved organization.