Create intake tasks and engagement folders after acceptance

Your Ignition acceptances can leave intake incomplete, delaying project setup and client kickoff. Create tasks, engagement folders and trackers automatically so teams can start work same day.

Overview

When a client signs a proposal, intake should start immediately instead of waiting for manual setup. This flow provisions folders, creates project tasks, and adds signatories to marketing segments so engagement coordinators have everything they need within minutes and teams can begin same day.