Box + Cacheflow + Filter by Zapier
Upload newly-signed Cacheflow proposals to Box
Set up this integration to easily manage your signed proposal documents without the need for a manual update. Once a proposal is signed in Cahchflow, this Zap will automatically upload the file to Box. You can additionally assign a folder for the uploaded signed document.
Set up this integration to easily manage your signed proposal documents without the need for a manual update. Once a proposal is signed in Cahchflow, this Zap will automatically upload the file to Box. You can additionally assign a folder for the uploaded signed document.
- When this happens...Proposal Event
Triggers when a proposal is created or updated.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Get Proposal Information
Gets information for a specific proposal.
- then do this!Upload File
Triggers when you add a new file to a folder.
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Subscription Event
Triggers when a Subscription is created or updated.
Try ItTransaction Event
Triggers when a transaction is created or updated.
Try ItUsage QuantityRequired
Billing Item IDRequired
Product IDRequired
Billing Schedule IDRequired
Proposal Event
Triggers when a proposal is created or updated.
Try ItCustomer
Proposal NameRequired
Order Number
Proposal Number
Seller Email
Start Date Same as Signing Date
Show TCV on Proposal?
Require Signing?
Hide Discounts on Proposal?
Currency Code
Term Type
Term Length Qty
Proposal Expiration Date
Product ID
Custom Terms
Payment Plan
Attachment ID
Subscription IDRequired
Subscription Status
Invoice IDRequired
