STEP 1
Select Ignition Reporting in workflow
Pick Ignition Reporting app in the workflow builder [4] - just one click to select the app.
Ignition Reporting Integration
Reporting on Ignition engagements, invoices, and payments. Connect Ignition Reporting data to workflows that react when important metrics change. Start from Watch Client Reports and let List Client Reports or List Contact Reports act on the event automatically.
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Supported triggers and actions for Ignition Reporting integration
Triggers can detect changes in Ignition Reporting and run actions that can create, search or modify data inside Ignition Reporting automatically [3] — exactly how you set them.
- Watch Client ReportsTriggers on new client report object.
- Watch Contact ReportsTriggers on new contact report object.
- Watch Deal ReportsTriggers on new deal report record.
- Watch Invoice ReportsListen and triggers on a new invoice object.
- Watch Payment ReportsListen and triggers on a new payment report record.
- Watch Proposal ReportsTrigger on new proposal reports.
- Watch Service ReportsTrigger on new service reports.
- List Client ReportsRetrieves a list of clients with their associated information.
- List Contact ReportsRetrieves a list of contacts with their associated information and roles.
- List Deal ReportsRetrieves deal pipeline records for dashboard and KPI reporting.
- List Deal StagesRetrieves deal pipeline stages for dimension tables and dashboard labels.
- List Invoice ReportsRetrieves a list of invoices within a specified date range. Includes associated client, payment, disbursal, deployment, and line item information.
- List Payment ReportsRetrieves a list of individual payment transactions with collection and disbursal details.
- List Proposal ReportsRetrieves a list of proposals with their associated information.
- List Service ReportsRetrieves a list of services from the practice's service catalog.
- Make an API CallPerform an arbitrary authorized API request.
How to integrate Ignition Reporting in automation workflow?
3 simple steps to make your Ignition Reporting connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Ignition Reporting
When prompted, authorize access to Ignition Reporting in WEXTL once. Ignition Reporting credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Ignition Reporting account. Approve?
STEP 3
Build a workflow
Build your workflow with Ignition Reporting yourself or with WEXTL® AI Builder. Connect Ignition Reporting to any available integrations [5], or use HTTP node to go beyond them.
Ignition Reporting
How Ignition Reporting connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Ignition Reporting app is called in workflows. That allows your analytics automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Ignition Reporting supports.
The following table illustrates what fields Ignition Reporting integration require during authorization flow inside our workflow builder [4].
Connect Ignition Reporting
Client ID*Text
••••••••
Client Secret*Text
••••••••
Demonstration of Ignition Reporting connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
Client IDRequired | text | Log in as an Ignition Admin, open Developer Hub, and create an OAuth application to generate your Client ID and Client Secret. |
Client SecretRequired | password | Copy your Client Secret from the previously generated OAuth credentials. |
Connect Ignition Reporting to popular apps on WEXTL
Enter a name of the other app you want to sync with Ignition Reporting below. Click on selected app to explore integration options with Ignition Reporting. 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 Reporting integration
Select Watch Deal Reports trigger from Ignition Reporting - this will be a starting point in your automation. Whenever event happens in Ignition Reporting, workflow will start [7] from Watch Deal Reports node.
Search for List Client Reports, connect it as the next step of integration sequence. You can use filters between Watch Deal Reports and List Client Reports, so only important data pass from Watch Deal Reports to the next step. WEXTL gives you full control over the process of Ignition Reporting automation. All parts of workflow are visible on the canvas [4].
Ignition Reporting on WEXTL has 16 modules for combining analytics automations. Explore Ignition Reporting documentation for more.
Ignition Reporting
Watch Deal Reports
Microsoft Reports
Performs action
OR
Microsoft Reports
Triggers
Ignition Reporting
List Client Reports
Demonstration of how visual Ignition Reporting automation [6] looks in WEXTL.
Frequently asked questions
Common questions about automating Ignition Reporting in your workflows.
Ignition Reporting has 7 triggers, including "Watch Client Reports", "Watch Contact Reports", and "Watch Deal Reports", and more. Triggers are start points of the workflow, and automations may start from them.
Integration has 9 actions, including "List Client Reports", "List Contact Reports", and "List Deal Reports", and more. Refer to our Ignition Reporting Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Ignition Reporting integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Ignition Reporting official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Ignition Reporting provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Ignition Reporting or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Ignition Reporting inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Ignition Reporting modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Ignition Reporting integration.
- Ignition Reporting integration source code, module specs and credentials implementation.
- Internal Ignition Reporting integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Ignition Reporting vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Ignition Reporting App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation