Ignition + Karbon
Create new Karbon persons contacts from accepted proposals in Ignition
Manage your business contacts with ease using this Ignition and Karbon workflow. When a proposal gets accepted in Ignition, this automation immediately creates a new person contact in Karbon. It simplifies your contact management, saving you time and ensuring seamless communication between your business applications.
Manage your business contacts with ease using this Ignition and Karbon workflow. When a proposal gets accepted in Ignition, this automation immediately creates a new person contact in Karbon. It simplifies your contact management, saving you time and ensuring seamless communication between your business applications.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Person Contact
Triggers when a new person contact is created.
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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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