Ignition + Zoho Projects
Create new Zoho Projects when Ignition proposals are accepted
Efficiently manage your projects by connecting Ignition and Zoho Projects with this seamless workflow. When a proposal gets accepted in Ignition, a new project is created in Zoho Projects, eliminating manual data entry. This automation helps your teams stay on schedule and focused on their tasks, fostering smooth project management and improved productivity.
Efficiently manage your projects by connecting Ignition and Zoho Projects with this seamless workflow. When a proposal gets accepted in Ignition, a new project is created in Zoho Projects, eliminating manual data entry. This automation helps your teams stay on schedule and focused on their tasks, fostering smooth project management and improved productivity.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Project
Creates a new Project.
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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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