Practice Ignition

May 4, 2022

Practice Ignition Integration

When someone accepts a new proposal in Practice Ignition, it's time to start onboarding the customer. Don't wait until the next business day and lose momentum. Use this Zapier solution guide to automatically kick-off the customer onboarding workflow in Pipeline.

Prerequisites

You will need the following before you can integrate Pipeline with Practice Ignition through Zapier:

• Zapier account (sign up for free!)
• Practice Ignition account

Setup and Configuration

Trigger

Select the Trigger Event as Proposal Accepted

Action(s)

Select the Action Event as Create Ask

Be sure to select the appropriate Pipeline Flow and enter the Practice Ignition contact email as the creator of the Ask.

Note, the Flow must be LIVE.

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