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Zapier Other integrations Account reviews

Zapier

Zapier: Hubspot and Ignition

In this example, we are going to create two Zaps - one to create a client in Ignition when lead in Hubspot is moved to a specific deal stage, and a second Zap to update the deal in Hubspot when the Proposal is signed in Ignition.

Zapier: Content Snare and Ignition

In this example, you’ll learn how to connect Ignition with Content Snare with Zapier to eliminate the manual &...

Zapier: Automate the Creation of Leads (Calendly & Ignition)

Capturing new leads is exciting, and being able to easily access key details about that lead should be effortless....

Zapier: Create a Card for Clients in Trello when Services accepted in Ignition

If you are using Trello for task/project management, this zap will automate the creation of cards and checklist...

Zapier: Create Jetpack & Ignition Workflow

If you are using Jetpack workflow for practice management you can now create Jobs in Jetpack when proposals are...

Zapier: Advanced Jetpack & Ignition Workflow

The Zapier & Jetpack Workflow uses simple filtering to determine what Jobs to create in Jetpack Workflow. In this...

Update Your CRM, Send An Email And Add The Lead To A Nurture Campaign When A Proposal Is Lost

There are cases where a deal might fall through and you will need to mark your proposal as Lost in Ignition. We're...

Automate your client onboarding with Zapier using TypeForm & Ignition

Disclaimer: If you want to replicate the below zaps, you’ll need a paid version of Zapier so that you can use...

Other integrations

Using Cimplico Sync with Ignition

Cimplico Sync, allows practices to replicate invoices into satellite Xero files (separate legal entities) to split out revenue relating to separate parts of the business (e.g. locations or divisions). The Xero file set up for the 'consolidated' group is the file Ignition and XPM sync with. Cimplico Sync replicates the invoices and contacts that are generated in Xero so the correct branding themes (ie ABN, Bank Account & logo) can be...

Automate email reminders to your clients with unsigned proposals

Whilst some of your clients may sign proposals you send them straight away, there are likely others that sometimes...

How to add Dext or Hubdoc email addresses for invoice receipts

Ignition allows for flexible customization with client email notifications. Invoices and payment receipts can be sent...

Account reviews

Maintaining and reviewing your Ignition account

When you have started to implement Ignition in your business, it's a good idea to create a habit of account maintenance and review. For example, you want to ensure that any manual billing has been invoiced to maximize cashflow, perhaps every week. You also want to make sure that your proposals are in the correct status so you can identify those that are expiring or those which needs renewal, every month. You also should check and update your...

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