Ignition

· #226 most-used

Turn proposals into signed engagements and paid invoices automatically

SalesDocumentsFinanceAutomationPaymentsAccounting

Ignition is the all-in-one platform for professional services firms — accountants, bookkeepers, consultants, and agencies — to create and send proposals, automate engagement letters, collect digital signatures, and trigger recurring billing from a single signed agreement. Connect Ignition to Actionist and your agents can push qualified leads from your CRM directly into Ignition, react the moment a client signs (creating projects, updating the CRM, logging revenue), handle lost and revoked proposals with pipeline hygiene automation, and keep all connected systems synchronized across every proposal state change.

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Average time saved

14 hours

per person · per month

≈ 2 workdays back

Eliminates manual work. Agents eliminate the manual data entry cycle of copying leads into Ignition, updating the CRM after each proposal state change, logging revenue in the accounting system, and chasing overdue signatures by hand.

Schedule

What your Ignition agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs

7Agents at work

24/7Always on

Agents

Tue–Thu

Tue

Wed

Thu

10a

11a

12p

Multi-app workflows

Ignition × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows

9Apps spanned

~42 hrsSaved / week

5Personas served

For sales

Featured3 apps

New qualified lead becomes an Ignition proposal in minutes

When a deal is qualified in HubSpot, the agent checks whether the client already exists in Ignition, creates the record if not, and immediately drafts a proposal using the appropriate service template. The account manager is notified in Slack and can review and send the proposal without touching any system manually — the time from qualified to proposal-in-client-inbox drops from hours to minutes.

~8 hrs

Time saved for your team — every week, on autopilot

The flow

Trigger·When a HubSpot deal moves to the Qualified stage

Trigger

Step 1

HubSpot

Deal stage changes to Qualified

read

Step 2

Ignition

Find Client to check if client record already exists

write

Step 3

Ignition

Create Client with contact details from HubSpot

write

Step 4

Ignition

Create Deal with the matched service template

write

Step 5

Slack

Notify account manager that proposal is ready for review

Result

Create Client with contact details from HubSpotCreate Deal with the matched service templateNotify account manager that proposal is ready for review

The win

Saved per run

25 min

Runs / week

~20×

Proposals reach prospects while interest is highest

Driven bySales Agent

ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Sales
45 min / week
Manual lead-to-proposal data entry
Reps copy contact details from the CRM into Ignition, select the service template, fill in pricing, and send — 15 minutes of data entry for every new qualified lead.
Sales Agent
0 min
Agent creates Ignition client and proposal from CRM in minutes
When a deal is qualified in the CRM, the agent creates the client in Ignition and drafts the proposal automatically — the account manager just reviews and clicks send.
Marketing
30 min / week
Manual lost deal export and re-nurture enrollment
The marketing team runs a weekly export of lost proposals from Ignition, de-duplicates the list, and manually adds each prospect to the re-nurture sequence in the email tool.
Marketing Agent
0 min
Lost prospects enrolled in re-nurture the moment the deal closes
When Ignition fires the Proposal Marked as Lost trigger, the agent logs the loss reason and enrolls the prospect in the re-nurture sequence — no manual export, no delay.
Customer Support
40 min / week
Manual post-signature handoff and onboarding setup
The account manager emails the delivery team with the signed proposal attached, the CSM manually creates the project in the PM tool, and the welcome email goes out hours later.
Customer Support Agent
0 min
Agent kickstarts onboarding the moment a proposal is accepted
The moment a client signs, the agent creates the project, assigns the onboarding manager, and sends the welcome sequence — the client experience starts immediately, not when someone checks their inbox.
Human Resources
20 min / week
Manual contractor engagement letter creation
HR manually adds each contractor to Ignition, selects the service template, fills in the agreed terms, and chases the contractor to sign — a 20-minute process per contractor hire.
Human Resources Agent
0 min
Contractor proposals created and sent automatically on new hire
When a new contractor is onboarded, the agent creates the client record in Ignition and drafts the engagement letter for HR to review — the contractor signs before their first day.
Finance
50 min / week
Manual invoice and revenue entry after proposal acceptance
The finance team manually reviews each accepted proposal, extracts the service lines and billing amounts, and enters them one by one into the accounting system — often days after the signature.
Finance Agent
0 min
Revenue logged per service line the moment each proposal is accepted
The Service Accepted by Client trigger fires once per service, and the agent creates an individual accounting entry for each — the finance team has granular service-level revenue data from the first minute of the engagement.
Operations
60 min / week
Manual cross-system status updates after each proposal event
After each proposal state change, the account manager manually updates the CRM deal, notifies the delivery team, and asks finance to record the change — a 15-minute chain for every pipeline event.
Operations Agent
0 min
All systems updated the moment a proposal changes state
Every Ignition proposal event (accepted, lost, completed, revoked) triggers the agent to update the CRM, PM tool, and accounting system simultaneously — no system lags behind.
Legal
25 min / week
Manual engagement letter compliance review
Legal periodically checks Ignition for high-value draft proposals, reviews the template version, and emails the account manager to hold the proposal if terms are incorrect — often after it has already been sent.
Legal Agent
0 min
High-value proposals enter compliance review queue automatically
When a regulated or high-value proposal is saved as a draft, the agent logs it in the compliance queue and notifies the legal reviewer before the client ever sees it.

+ 100s of other Ignition automations

Average time saved

27 hrs / person / month

Calculator

Calculate what your team saves

Team size

5 people

Hourly rate

$75 / hr

Hours saved / week

Hours saved / year

875

Annual ROI

$65,625

Based on Ignition's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.

Connect

How to plug Ignition into Actionist

Pick the connection method that suits your environment.

Connect with an Ignition API key for secure programmatic access to clients, proposals, and billing data.

Generate an Ignition API Key

Paste into Actionist

Paste the API key into the field below in Actionist and click Test connection.

Confirm the connection

Actionist runs a test call to verify the key. Once confirmed, your agents can create clients, create deals, and respond to proposal events.

Credentials you'll need

API Key*

Ignition → Settings → Integrations → API → Generate API Key

Actions

13 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

9 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Ignition + Actionist

How does Actionist connect to Ignition?

Go to the Apps tab, find Ignition, and click Connect. The recommended path is API key — navigate to Ignition → Settings → Integrations → API and generate a key, then paste it into the Actionist connection screen. Actionist runs a lightweight read-only test call to confirm the handshake before any agent tasks execute.

What can Actionist actually do with Ignition?

Actionist can create clients, create deals (proposals), update client records, and search for clients by name or identifier. On the trigger side, it listens for proposals being accepted, completed, moved to awaiting acceptance, archived, revoked, saved as drafts, or marked as lost — plus a per-service trigger that fires once for each service a client accepts. All triggers use Ignition's webhook infrastructure and check within about a minute of the event.

Can I trigger downstream workflows the moment a client signs a proposal?

Yes. Ignition's proposal-accepted and service-accepted triggers fire within about a minute of a client signing. Your agent can immediately create a project in your PM tool, send a welcome email, update the CRM deal stage, and log the engagement in your accounting system — all before your team has even refreshed their inbox. The service-accepted trigger is particularly useful because it fires once per service, so a multi-service proposal creates individual project records for each line.

Can I push new leads from my CRM into Ignition automatically?

Absolutely. The most common pattern is: a new client record arrives in your CRM (HubSpot, Salesforce) the agent calls Create Client in Ignition with the contact details, then Create Deal to send the relevant proposal template. The client receives a branded proposal in minutes without anyone manually copying data between systems. You can also reverse the flow — Proposal Accepted fires in Ignition and the agent creates or updates the CRM deal to Closed Won automatically.

How does Actionist handle billing or revenue recognition when a proposal is signed?

When a proposal is accepted, Ignition begins its own automated billing and payment collection cycle. On the Actionist side, the agent can simultaneously update your accounting system (QuickBooks, Xero), log the deal as won in your CRM, create the project in your PM tool, and notify your team via Slack. This means your billing and revenue reporting are in sync from the moment the proposal is signed — not hours later when someone processes it manually.

Can I build approval or review workflows around proposal drafts?

Ignition's Proposal Saved as Draft trigger lets your agent react to new draft proposals — useful for compliance workflows where a manager needs to approve engagement letter content before it goes to the client. The Proposal Moved to Awaiting Acceptance trigger fires when the proposal is ready for the client to sign, letting you send a reminder or notify the relevant account manager. Proposal Revoked lets you close out CRM deals and notify your team when a proposal is pulled back.

What happens when a proposal is marked as lost?

When Proposal Marked as Lost fires, your agent can update the CRM deal stage, log a loss reason in your analytics sheet, notify the account owner via Slack, and add the prospect back to a nurture sequence in your email marketing tool. You get full pipeline hygiene automatically — no manual CRM updates, no lost deals sitting open for weeks.

Which apps work best alongside Ignition in an Actionist workflow?

Ignition is purpose-built for accounting firms, bookkeeping practices, and professional services businesses — so the primary use case is connecting it to accounting tools like QuickBooks Online and Xero (for revenue sync), CRMs like HubSpot (for pipeline visibility), and project management tools like ClickUp or Asana (for automatic project creation on proposal acceptance). The combination of Ignition's engagement and billing automation with Actionist's cross-app orchestration covers the entire client lifecycle from lead to invoice.