FYI + Ignition

Manage accepted proposals in Ignition by creating or updating clients in FYI

Streamline your client management process by integrating your Ignition and FYI applications. With this workflow, once a proposal is accepted in Ignition, it will instantly update or create a client profile in FYI. This seamless information transfer reduces manual data entry and ensures the up-to-date client information in your FYI tool, enhancing your productivity and efficiency.

When this happens...
Proposal Accepted
Triggers when a proposal is accepted.
TriggerInstant
automatically do this!
Create or Update Client
Create or Update a Client in FYI.
ActionWrite

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Supported triggers and actions

Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Trigger
Instant
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Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Trigger
Instant
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Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Trigger
Instant
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Service Accepted by Client
Triggers for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
Trigger
Instant
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- NameRequired
- Client EmailRequired
- Create client if it doesn’t exist yetRequired
- Export to xero if connectedRequired
- Export Code
- Group Name
- Phone Number
- Mobile Number
- Partner Email
- Manager Email
Action
Write
- NameRequired
- Create group if it doesn’t exist yetRequired
Action
Write

- NameRequired
- Web LinkRequired
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- SubjectRequired
- Start DateRequired
- Due DateRequired
- Create task if it doesn’t exist yetRequired
- Client Email
- Client Name
- Task Code
- Assignee Email
- Delegator Email
- Message
Action
Write

Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Trigger
Instant
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Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Trigger
Instant
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Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Trigger
Instant
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Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals
Trigger
Instant
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- Client NameRequired
- Default Contact NameRequired
- Default Contact EmailRequired
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
- Partner Email
- Manager Email
- Company Address Line
- Company Address City
- Company Address Region
- Company Address Post Code
- Company Address Country
- Company Postal Address Line
- Company Postal Address City
- Company Postal Address Region
- Company Postal Address Post Code
- Company Postal Address Country
Action
Write
- NameRequired
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- FileRequired
Action
Write
- Name
- Create job if it doesn’t exist yetRequired
- Job Type
- Description
- Job Code
- Partner Email
- Manager Email
- Start Date
- Due Date
Action
Write
- NameRequired
- HTMLRequired
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write

About FYI

FYI is a document management service for professionals

Related categories

Accounting

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 more