Integrate Ignition with Retently

Trigger NPS/CSAT surveys after proposal acceptance or payment completion, sync customer profiles between Ignition and Retently to ensure consistent data, and use survey feedback to improve client engagement strategies.

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About Ignition

Ignition allows users to create and manage proposals, automate client engagement, and streamline payment processes effectively.

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Ignition to Retently

1

Proposal Accepted

Triggers when a proposal is accepted.
2

Proposal Completed

Triggers when a proposal is completed. Does not work with Classic proposals.
3

Proposal Moved to Awaiting Acceptance

Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
4

Proposal Saved as Draft

Triggers when a proposal is saved as a draft. Does not work with Classic proposals.
5

Service Accepted by Client

Triggers for each service in an accepted proposal. If a client accepts a proposal with multiple services, this will trigger multiple times.
6

Proposal Archived

Triggers when a proposal is archived. Does not work with Classic proposals.
7

Proposal Marked as Lost

Triggers when a proposal is marked as lost. Does not work with Classic proposals.
8

Proposal Revoked

Triggers when a proposal is revoked. Does not work with Classic proposals.
9

Classic Proposal State Changed

Triggers when a proposal's state changes. Only works with Classic proposals.
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Retently to Ignition

1

Create Client

Creates a new client.

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