Ignition + Karbon
Create Karbon organization contacts for new accepted proposals in Ignition
When you have people accepting proposals, you'll want the details added to your accounting tool. This integration helps by automatically creating an organization contact in Karbon when there is a new accepted proposal in Ignition. You won't have to manually add contacts who accept proposals again.
When you have people accepting proposals, you'll want the details added to your accounting tool. This integration helps by automatically creating an organization contact in Karbon when there is a new accepted proposal in Ignition. You won't have to manually add contacts who accept proposals again.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Organization Contact
Triggers when a new organization 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.
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
