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Question

How do I match Zapier's Practice Ignition triggers with client's specific requirements for task status change?

  • September 9, 2024
  • 1 reply
  • 19 views

I have client requirement where I am using a ignition trigger module and once its triggred I am changing the click up task status.

Trigger options available in zappier:

  1. Classic Proposal State Changed
  2. Proposal Accepted
  3. Proposal Archived
  4. Proposal Completed
  5. Proposal Marked as Lost
  6. Proposal Moved to Awaiting Acceptance
  7. Proposal Revoked
  8. Proposal Saved as Draft
  9. Service Accepted by Client


Client Provided trigger option:

  1. When Proposal is sent to a Lead via Ignition 
  2. When Proposal is viewed in Ignition
  3. When Proposal is signed in Ignition
  4. When Proposal is sent to a Client via Ignition

Need help in determining what Zapier ignition trigger option will be used for the client provided trigger options. 

 

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1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • September 9, 2024

Hi @Ashwani Madhukar 

You can review the Ignition Zap app triggers/actions descriptions here:

https://zapier.com/apps/ignition/integrations#triggers-and-actions