Ignition + Xama Hub
Create Xama Hub clients from newly accepted Ignition proposals
With this Zapier template running, whenever a new proposal is accepted within Ignition, a corresponding client will be added in Xama Hub automatically.
With this Zapier template running, whenever a new proposal is accepted within Ignition, a corresponding client will be added in Xama Hub automatically.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Client
Creates a new individual / company
- Free forever for core features
- 14 day trial for premium features & apps
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
