Ignition integration with Firm360
How to Create clients and recurring projects in Firm360 from newly accepted Ignition proposals
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create clients and recurring projects in Firm360 from newly accepted Ignition proposals" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Firm360 integrations
Firm360 actions
Nekton can use any feature that is available in Firm360 API.
Using our advanced AI, you can easily create custom automations for Firm360.
Here are some typical actions you can do in your automated workflows.
Create Client
Creates a new client.
Create Project
Creates a new project for the given Client.
Find a Client
Search for client by name or number.
Find a Project
Search for Project in a certain Client by name.
Find or Create Client
Finds or creates a specific find client.
Find or Create Project
Finds or creates a specific find project.
About Firm360
Firm360 is an all-in-one practice management system for accounting firms.