Ignition + Jetpack Workflow + Formatter by Zapier
Add new Ignition proposals as Jetpack Workflow jobs
Cut down on manual work when you land new clients so you can focus on serving them better. When a client signs a proposal in Ignition, this integration will automatically find or create a corresponding Jetpack Workflow client and then create a Jetpack Workflow job for the work to be done within that proposal. Now you can focus more time on doing what you do best.
Cut down on manual work when you land new clients so you can focus on serving them better. When a client signs a proposal in Ignition, this integration will automatically find or create a corresponding Jetpack Workflow client and then create a Jetpack Workflow job for the work to be done within that proposal. Now you can focus more time on doing what you do best.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this!Create Job
Creates a Job with the details specified. You can create a Job from a selected Jetpack Workflow Template and assign it to a specific Client.
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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.
Try It
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
Try It
