Ignition + Pixie + Formatter by Zapier + Filter by Zapier

Create recurring tasks in Pixie for services included in a Ignition proposal

Streamline the onboarding of new clients with Pixie and Ignition. This Zapier automation creates recurring tasks for the services included in a Ignition proposal, saving you from having to do the manual data entry.

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.
TriggerInstant
automatically do this...
Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
ActionWrite
then do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Add Recurring Task to Client
Creates a recurring task using the default template recurrence settings.
ActionWrite

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Supported triggers and actions

What does this mean?

Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
Try It
Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Trigger
Instant
Try It
Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Trigger
Instant
Try It
Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Trigger
Instant
Try It
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.
Trigger
Instant
Try It

- TransformRequired
Action
Write
- TransformRequired
Action
Write

- Only continue if...Required
Action
Filter
Job Finished
Triggers when all tasks of a job are completed.
Trigger
Instant
Try It
Client Created/Updated
Triggers when a new client is created or updated in Pixie.
Trigger
Instant
Try It
- ClientRequired
- First NameRequired
- Last Name
- First and Last Name
- EmailRequired
- Contact ID
- Phone Number
- Job Title
- Greeting
Action
Write
- JobRequired
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
Action
Write
- Id
- Name
Action
Search

Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Trigger
Instant
Try It
Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Trigger
Instant
Try It
Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Trigger
Instant
Try It
Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals
Trigger
Instant
Try It
- Client NameRequired
- Default Contact NameRequired
- Default Contact EmailRequired
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
- Partner Email
- Manager Email
- Company Address Line
- Company Address City
- Company Address Region
- Company Address Post Code
- Company Address Country
- Company Postal Address Line
- Company Postal Address City
- Company Postal Address Region
- Company Postal Address Post Code
- Company Postal Address Country
Action
Write
- TransformRequired
Action
Write
- TransformRequired
Action
Write
Job Assigned
Triggers when a job is assigned or reassigned to a team member.
Trigger
Instant
Try It
Job Started
Triggers when a job starts.
Trigger
Instant
Try It
Contact Created/Updated
Triggers when a contact is created or updated.
Trigger
Instant
Try It
- ClientRequired
- TemplateRequired
Action
Write
- NameRequired
- Client ID
- Client ManagerRequired
- Client Type
- Email
- Primary Contact - First Name
- Primary Contact - Last Name
- Primary Contact - First and Last Name
- Primary Contact - Email
- Primary Contact - Phone Number
- Primary Contact - Job Title
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
Action
Write
- ClientRequired
- Job NameRequired
- Job Template
- DeadlineRequired
- AssigneeRequired
Action
Write
- EmailRequired
Action
Search

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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About Pixie

Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn more

Ignition + Pixie + Formatter by Zapier + Filter by Zapier

Create recurring tasks in Pixie for services included in a Ignition proposal

Proposal Accepted

Proposal Completed

Proposal Moved to Awaiting Acceptance

Proposal Saved as Draft

Service Accepted by Client

Date / Time

Text

Only continue if...

Job Finished

Client Created/Updated

Add/Update Contact to Client

Complete Job

Invite New User

Find Client

Proposal Archived

Proposal Marked as Lost

Proposal Revoked

Classic Proposal State Changed

Create Client

Numbers

Utilities

Job Assigned

Job Started

Contact Created/Updated

Add Recurring Task to Client

Create/Update Client

Start Job

Find Contact

About Ignition

Related categories

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Zoho Invoice

Wave

Qwilr

About Pixie

Related categories

Similar apps

Zapier Interfaces

About Formatter by Zapier

Related categories

About Filter by Zapier

Related categories