Ignition and Salesflare
How to connect Ignition
- Via Zapier — 14 operations available. Set it up ↗
What you can automate
- When proposal Completed in Ignition, create opportunity in Salesflare.
- When classic Proposal State Changed in Ignition, create opportunity in Salesflare.
- When new Opportunity in Salesflare, create Deal in Ignition.
About Ignition
Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.
Ignition operations on Zapier
Triggers (9)
Start a workflow when this happens
- Classic Proposal State Changed — Triggers when a proposal's state changes. Only works with Classic proposals.
- Proposal Accepted — Triggers when a proposal is accepted.
- Proposal Archived — Triggers when a proposal is archived. Does not work with Classic proposals.
- Proposal Completed — Triggers when a proposal is completed. Does not work with Classic proposals.
- Proposal Marked as Lost — Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Show 4 more triggers
- Proposal Moved to Awaiting Acceptance — Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
- Proposal Revoked — Triggers when a proposal is revoked. Does not work with Classic proposals.
- Proposal Saved as Draft — Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
- Service Accepted by Client — Triggers 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.
Actions (3)
Things Salesflare can make it do
- Create Client — Creates a new client.
- Create Deal — Creates a new deal.
- Update Client — Updates an existing client.
Searches (2)
Look up existing records
- Find Client — Finds a client by their slug.
- Search Clients — Search for clients by name or email address.
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