Ignition + Jetpack Workflow + Formatter by Zapier

Find and update Jetpack Workflow clients for new accepted Ignition proposals

Updating client records is tedious - automate it and save time. This integration helps when a client signs a proposal in Ignition, it automatically finds and updates the Jetpack Workflow client with the details. You won't have to manually update your client records again.

Updating client records is tedious - automate it and save time. This integration helps when a client signs a proposal in Ignition, it automatically finds and updates the Jetpack Workflow client with the details. You won't have to manually update your client records again.

  1. When this happens...
    IgnitionIgnition
    Proposal Accepted

    Triggers when a proposal is accepted.

    TriggerInstant
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  3. then do this!
    Jetpack WorkflowJetpack Workflow
    Update Client

    Updates a Client

    ActionWrite
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Supported triggers and actions

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 more

Related categories

  • Proposal & Invoice Management

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jetpack-workflow logo
jetpack-workflow logo

About Jetpack Workflow

Workflow Software Built To Help Your Growing Firm

Related categories

  • Project Management
formatter logo
formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Learn more

Related categories

  • Documents
  • Zapier