Upload Cacheflow proposal information as files to OneDrive for new signed proposal events in Cacheflow
Set up this Zap and, once a cacheflow proposal is signed, you will automatically upload that file to OneDrive. You are additionally able to assign the folder within the OneDrive step, keeping you effortlessly responsive to new events.
Set up this Zap and, once a cacheflow proposal is signed, you will automatically upload that file to OneDrive. You are additionally able to assign the folder within the OneDrive step, keeping you effortlessly responsive to new events.
- 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
Upload an existing file or attachment not bigger than 60 MB.
- Free forever for core features
- 14 day trial for premium features & apps
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