FYI + Ignition

Create new documents in FYI when proposals are accepted in Ignition

Experience smooth workflow across your business applications with this integration. When a proposal is approved in Ignition, a new document is immediately created in FYI. This efficient process not only streamlines your work but also ensures no key milestone events are missed, thereby enhancing productivity and accuracy in your daily operations.

Experience smooth workflow across your business applications with this integration. When a proposal is approved in Ignition, a new document is immediately created in FYI. This efficient process not only streamlines your work but also ensures no key milestone events are missed, thereby enhancing productivity and accuracy in your daily operations.

  1. When this happens...
    IgnitionIgnition
    Proposal Accepted

    Triggers when a proposal is accepted.

    TriggerInstant
  2. automatically do this!
    FYIFYI
    Create Document

    Create a Document.

    ActionWrite
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Supported triggers and actions

What does this mean?
fyi logo
fyi logo

About FYI

FYI is a document management service for professionals
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Related categories

  • Accounting
ignition logo
ignition logo

About Ignition

Ignition 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.
Learn moreHelp

Related categories

  • Proposal & Invoice Management

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