Auto-post Fathom team meeting notes to Slack
Auto-post Fathom team meeting notes to Slack
Zaps
Stay Organized: Automatically Create a New Request in Accelo When a Proposal is Saved as Draft in Trigger Ignition
Stay Organized: Automatically Create a New Request in Accelo When a Proposal is Saved as Draft in Trigger Ignition
This Zap streamlines your workflow by ensuring that every time a proposal is saved as a draft in Ignition, a corresponding request is created in Accelo. Users benefit from organized client and proposal information, enhancing project management efficiency and reducing the risk of missed details.
Zap details:
Overview
This Zap streamlines your workflow by ensuring that every time a proposal is saved as a draft in Ignition, a corresponding request is created in Accelo. Users benefit from organized client and proposal information, enhancing project management efficiency and reducing the risk of missed details.
