FYI + Ignition
Create or update jobs in FYI when proposals are accepted in Ignition
Simplify your workflow when a proposal is accepted in the Ignition app, and you need to create or update a job in the FYI app. This automation seamlessly connects the two apps, saving you valuable time and ensuring optimal efficiency. Your job management process becomes effortless, enabling you to focus on other essential business tasks.
Simplify your workflow when a proposal is accepted in the Ignition app, and you need to create or update a job in the FYI app. This automation seamlessly connects the two apps, saving you valuable time and ensuring optimal efficiency. Your job management process becomes effortless, enabling you to focus on other essential business tasks.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create or Update Job
Create or Update a Job in FYI.
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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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