Cacheflow + Dropbox + Filter by Zapier

Upload Cacheflow proposal information as files to Dropbox for new signed proposal events in Cacheflow

Looking for a more efficient way to keep responsive to new signed events? Set up this Zap and, once a cacheflow proposal is signed, the PDF will be automatically uploaded to Dropbox.

Looking for a more efficient way to keep responsive to new signed events? Set up this Zap and, once a cacheflow proposal is signed, the PDF will be automatically uploaded to Dropbox.

  1. When this happens...
    CacheflowCacheflow
    Proposal Event

    Triggers when a proposal is created or updated.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    CacheflowCacheflow
    Get Proposal Information

    Gets information for a specific proposal.

    ActionSearch
  4. then do this!
    DropboxDropbox
    Upload File

    Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 6000.

    ActionWrite
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Supported triggers and actions

  • Cacheflow triggers, actions, and search

    Subscription Event

    Triggers when a Subscription is created or updated.

    Trigger
    Instant
    Try It
  • Cacheflow triggers, actions, and search

    Transaction Event

    Triggers when a transaction is created or updated.

    Trigger
    Instant
    Try It
    • Usage QuantityRequired

    • Billing Item IDRequired

    • Product IDRequired

    Action
    Write
    • Billing Schedule IDRequired

    Action
    Search
  • Cacheflow triggers, actions, and search

    Proposal Event

    Triggers when a proposal is created or updated.

    Trigger
    Instant
    Try It
    • Customer

    • 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

    Action
    Write
    • Subscription IDRequired

    • Subscription Status

    Action
    Write
    • Invoice IDRequired

    Action
    Search
cacheflow logo
cacheflow logo

About Cacheflow

Cacheflow is a CPQ and subscription management platform that streamlines sales processes and simplifies subscription management.

Related categories

  • Proposal & Invoice Management
dropbox logo
dropbox logo

About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.
Learn more

Related categories

  • File Management & Storage

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filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn more

Related categories

  • Developer Tools
  • Zapier