Create or update Pixie clients when new Ignition services are accepted by clients
Effortlessly manage your client data with this streamlined workflow. When a service is accepted by a client in the Ignition app, this automation will create or update the same client details in the Pixie app, ensuring accurate and up-to-date information across both platforms. Save time and stay organized as you seamlessly connect your business applications.
Effortlessly manage your client data with this streamlined workflow. When a service is accepted by a client in the Ignition app, this automation will create or update the same client details in the Pixie app, ensuring accurate and up-to-date information across both platforms. Save time and stay organized as you seamlessly connect your business applications.
- When this happens...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.
- automatically do this!Create/Update Client
Create or update a client, based on the Client ID or the client's name already existing.
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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