Ignition Partner icon

Ignition Partner Integration

Client proposals, services, and invoices for professional-services firms. Keep Ignition Partner financial workflows accurate without repetitive manual updates. Start from Watch Clients and send the resulting data through Get a Client​ or Get a Client​ Agreed Service.
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  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Supported triggers and actions for Ignition Partner integration

Triggers can detect changes in Ignition Partner and run actions that can create, search or modify data inside Ignition Partner automatically [3] — exactly how you set them.

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    Watch ClientsTriggers on a new client object.
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    Watch EventsTrigges on a new webhook events.
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    Watch Proposal TemplatesWatch for a new proposal tempates.
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    Watch ServicesWatch for an active service-library services​.
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    Get a Client​Fetch a client​ by client slug.
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    Get a Client​ Agreed ServiceFetch an agreed service​.
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    Get a ProposalFetch a proposal​ by a given slug.
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    Get a Proposal TemplateFetch a proposal template​ by a given slug.
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    Get a ServiceFetch a service-library service​.
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    Get a Tax RateFetch a tax rate by a provided slug.
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    List Client ContactsList contacts for a client​.
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    List ClientsList a paginated result of clients.
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    List Client ServicesList agreed services for a client​.
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    List ProposalsList a paginated proposalsw with optional filters​.
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    List Proposal TemplatesList available proposal templates​.
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    List ServicesList active service-library services​.
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    List Tax RatesReturns a list of paginated tax rates.
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    Create a Client​Create a new client​.
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    Create a Client​ ContactCreate a new contact for a client​.
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    Create a ProposalCreate a proposal from a template or custom proposal structure.

How to integrate Ignition Partner in automation workflow?

3 simple steps to make your Ignition Partner connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How Ignition Partner connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Ignition Partner app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Ignition Partner supports.

The following table illustrates what fields Ignition Partner integration require during authorization flow inside our workflow builder [4].

Demonstration of Ignition Partner connection step inside WEXTL Workflow Builder [4].

FieldTypeHelp
Client IDRequired
text

Contact the Team at [email protected] to obtain your Client ID and Client Secret.

Client SecretRequired
password

Copy your Client Secret from the provided OAuth credentials from Ignition Partner.

Connect Ignition Partner to popular apps on WEXTL

Enter a name of the other app you want to sync with Ignition Partner below. Click on selected app to explore integration options with Ignition Partner. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Ignition Partner integration

Select Watch Clients trigger from Ignition Partner - this will be a starting point in your automation. Whenever event happens in Ignition Partner, workflow will start [7] from Watch Clients node.

Search for Create a Client​ Contact, connect it as the next step of integration sequence. You can use filters between Watch Clients and Create a Client​ Contact, so only important data pass from Watch Clients to the next step. WEXTL gives you full control over the process of Ignition Partner automation. All parts of workflow are visible on the canvas [4].

Ignition Partner on WEXTL has 26 modules for building finance automations. Explore Ignition Partner documentation for more.

Ignition Partner
Watch Clients
Bill
Performs action
OR
Bill
Triggers
Ignition Partner
Create a Client​ Contact

Demonstration of how visual Ignition Partner automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Ignition Partner in your workflows.

Try Ignition Partner on WEXTL®

Claim your 3-day trial to build Ignition Partner integrations and access every WEXTL® feature.

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References

List of sources used to gather information about the Ignition Partner integration.

  1. Ignition Partner integration source code, module specs and credentials implementation.
  2. Internal Ignition Partner integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official Ignition Partner vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® Ignition Partner App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation