FYI + Ignition
Create web links in FYI for new accepted proposals in Ignition
Effortlessly streamline your proposal acceptance process with this Ignition and FYI integration. When a proposal is accepted in Ignition, a web link is instantly created in FYI, saving you time and ensuring seamless organization. Enhance your workflow, stay on top of your proposals, and maintain essential documentation with ease.
Effortlessly streamline your proposal acceptance process with this Ignition and FYI integration. When a proposal is accepted in Ignition, a web link is instantly created in FYI, saving you time and ensuring seamless organization. Enhance your workflow, stay on top of your proposals, and maintain essential documentation with ease.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
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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.
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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
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