Problem It Solves

After a client accepts a proposal in Ignition, teams often have to manually notify operations or delivery to begin work. This extra handoff can cause delays, missed tasks, and frustrated customers. By automating the moment a proposal is accepted—turning it into a clear task in Pipeline—you ensure that onboarding or delivery kicks off right away and no sale stalls in transit.

Process Overview

1. A client accepts a proposal in Ignition.

2. Zapier detects the “Proposal Accepted” event in Ignition.

3. Zapier creates an “ask” (task card) in Pipeline with key details (Client Name, Proposal ID, Acceptance Date).

4. The assigned team member receives an email or Slack notification about the new ask.

5. Operations or delivery sees the task in the Pipeline and moves it along (e.g., “Onboarding” → “In Progress”).

6. If a proposal is later revised or canceled, a follow-up Zap updates or removes the original ask.

Key Features & Capabilities

• Immediate Task Creation
  Every accepted proposal in Ignition becomes a Pipeline “ask” automatically—no manual entry required.

• Straightforward Field Mapping
  Map essential Ignition fields (Client Name, Proposal ID, Signed Date) into Pipeline’s ask fields so nothing gets lost.

• Real-Time Alerts
  Send an email or Slack message to the responsible team member the moment an ask appears.

• Automatic Updates
  If an accepted proposal is voided or revised, Zapier updates or archives the existing ask, keeping your Pipeline accurate.

• Easy-to-Understand “Ask” Concept
  In Pipeline, an “ask” is simply a task card or reminder—like a sticky note—so everyone knows exactly what needs doing without technical jargon.

Typical Use Cases

• Professional Services Agency
  As soon as a client signs off on an engagement letter in Ignition, a task labeled “Start Onboarding” appears in Pipeline. The project manager is alerted immediately and can schedule kickoff tasks, eliminating any lag between sale and delivery.

• IT Consulting Firm
  When a client accepts a managed-services agreement, this Zap creates an ask called “Assign Engineer & Schedule Kickoff” in Pipeline. The engineering lead sees it at a glance and begins resource allocation without delay.

Prerequisites & Client Responsibilities

• Ignition Account
  Have an Ignition plan that supports Zapier integration and provides the “Proposal Accepted” webhook.

• Pipeline CRM Access
  Ensure you use Pipeline and can create or modify “asks” (task cards) in your workspace.

• API Credentials
  Provide your Ignition API key and Pipeline API token so Zapier can connect and create tasks on your behalf.

• Field Definitions
  Decide which Ignition proposal details (Client Name, Proposal ID, Signed Date) should map into Pipeline’s ask fields.

• Team Permissions
  Identify who on your team needs “Viewer” access (to see incoming asks) vs “Editor” access (to adjust field mappings or Zap logic) in Pipeline.

Pricing

• One-Time Setup: $350
  (Configure the Ignition trigger, build and test the “Create Ask” Zap, and confirm field mapping.)

• Monthly Support: $80/month
  (Ongoing Zap monitoring, updates if Ignition or Pipeline fields change, and general troubleshooting.)