How do you manage a client once they sign their proposal? There are lots of business, workflow, project, and task management apps out there. Thousands in fact.
Some of them are geared towards accountants and bookkeepers, such as Karbon and Xero Practice Manager (XPM). Ignition directly integrates with both.
But what if you want to use a more general-purpose platform?
You might want to look at using Teamwork.
You can sign up for a free trial if you'd like to check it out.
Step 0 - an overview
Click here to see read an overview of how Ignition and Teamwork can be integrated via Zapier.
Step 1 - setting up Teamwork
Before you connect Ignition to Teamwork, you'll want to create task list template(s) in Teamwork for each of your common services.
For example, if you provide monthly bookkeeping services, create a monthly bookkeeping task list template in Teamwork so your staff can check off tasks as they complete the bookkeeping for the client each month.
How to article: Creating Task List Templates
Or watch this video 👇
Step 2 - use our pre-built zap template
Click here to copy and use the template we built: deploy work in Teamwork when proposal signed in Ignition
Step 3 - configure the zap to fit your needs
This video shows you how to configure the template for your needs.
Need some help?
We'd love to help you get this zap up and running. Please reach out to your account manager, or if you aren't sure who your account manager is, please email us at firstname.lastname@example.org
Happy zapping 🚀