Ignition

• New clientRuns for each new client in your Ignition practice, with their name, reference and state. Clients already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• New proposalRuns for each new proposal in your Ignition practice, with its name, client and value. Proposals already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.

• Get practiceGet the Ignition practice the connection belongs to: its slug and name.
• List clientsList the practice's clients, newest first, optionally narrowed by name, state or your own external id.
• Get clientGet one client with its details, contacts and tags.
• Create clientAdd a client with its primary contact. If you give an external id and a client already has it, that client is updated instead.
• Update clientChange a client's name or details. Fields left blank stay as they are.
• Archive clientArchive a client so it leaves the active lists. It can be restored.
• Restore clientBring an archived client back.
• List contactsList a client's contacts with their emails and phone numbers.
• Get contactGet one contact.
• Add contactAdd a contact to a client.
• Update contactChange a contact's name or details. Fields left blank keep their current value.
• Delete contactDelete a contact. A client's primary contact cannot be deleted.
• List servicesList the services in the practice's service library with their prices and tax rates.
• Get serviceGet one service with its price and tax rate.
• Create serviceAdd a service to the practice's service library, to put on proposals.
• Update serviceChange a library service's name, price, tax rate or text. Fields left blank stay as they are.
• List tax ratesList the tax rates set up in the practice.
• List proposalsList proposals, newest first, optionally by state or client. Archived proposals are not listed.
• Get proposalGet one proposal with its state, client and values.
• Create proposalCreate a draft proposal for a client with one service from your library, billed once or every month. It is not sent: review and send it in Ignition.
• Update proposalChange a draft proposal's name, messages or contract length. Fields left blank stay as they are.
• Mark proposal lostMark a draft or awaiting-acceptance proposal as lost.
• Archive proposalArchive a lost proposal so it leaves your lists.
• List agreed servicesList the services clients agreed to by accepting proposals, optionally by client, proposal or state.
• List invoicesList invoices, newest first, optionally by client, state or whether they are paid.
• List paymentsList payments collected through Ignition, newest first.

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