BrightManager + Ignition
BrightManager + Ignition
Enable BrightManager service for new Ignition accepted service
When a service is accepted in Ignition this integration will enable the service within BrightManager. The service must be an exact match between the two apps. You can then use AM to automate your workload to fulfil the service.
- When this happens...Service Accepted by ClientTriggers when a proposal is accepted, once for each service. 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...Client SearchFind a client by company name
- then do this!Enable ServiceEnable a service for a Client within BrightManager.
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More things you can do with Ignition and BrightManager
Discover other triggers and actions you can use with Ignition and BrightManager
- Proposal Accepted
Triggers when a proposal is accepted.
Try ItTriggerInstant - Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItTriggerInstant - Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItTriggerInstant - Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Try ItTriggerInstant
- Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItTriggerInstant - Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItTriggerInstant - Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItTriggerInstant - Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals.
Try ItTriggerInstant
