Ignition + Keeper
Create Keeper clients and apply templates from newly accepted Ignition proposals
Activate this template to create Keeper clients, contacts, and apply templates when new proposals are accepted in Ignition.
Activate this template to create Keeper clients, contacts, and apply templates when new proposals are accepted in Ignition.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this...Create Client
Creates a new client in Keeper.
- then do this...Create Contact
Creates a new contact for a client in Keeper.
- then do this!Add Template to Client
Add a template to the Client in Keeper.
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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
