Ignition integration with Filter by Nekton
How to Create recurring tasks in Pixie for services included in a Ignition proposal
Streamline the onboarding of new clients with Pixie and Ignition. This Nekton automation creates recurring tasks for the services included in a Ignition proposal, saving you from having to do the manual data entry.
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 recurring tasks in Pixie for services included in a Ignition proposal" 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 Ignition integrations
Streamline the onboarding of new clients with Pixie and Ignition. This Nekton automation creates recurring tasks for the services included in a Ignition proposal, savi...
Ignition actions
Nekton can use any feature that is available in Ignition API.
Using our advanced AI, you can easily create custom automations for Ignition.
Here are some typical actions you can do in your automated workflows.
Create Client
Creates a new client.
Proposal Accepted
Triggers when a proposal is accepted.
Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. 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 for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
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.