Cacheflow + OneDrive + Filter by Zapier

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.

  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!
    OneDriveOneDrive
    Upload File

    Upload an existing file or attachment not bigger than 60 MB.

    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
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onedrive logo

About OneDrive

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.
Learn more

Related categories

  • File Management & Storage
  • Microsoft

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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