Create notes in Maximizer and send Slack channel messages when clients accept new services in Ignition
Supercharge your sales efforts with this powerful Zap! Automatically create detailed notes in Maximizer and receive instant Slack notifications whenever clients accept services in Ignition. Stay on top of your game, capture important information, and keep your sales team in the loop, ensuring seamless communication, and efficient collaboration.
Supercharge your sales efforts with this powerful Zap! Automatically create detailed notes in Maximizer and receive instant Slack notifications whenever clients accept services in Ignition. Stay on top of your game, capture important information, and keep your sales team in the loop, ensuring seamless communication, and efficient collaboration.
- 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 Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
- then do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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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