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.

When this happens...
Proposal EventTriggers when a proposal is created or updated.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Get Proposal InformationGets information for a specific proposal.
ActionSearch
then do this!
Upload FileTriggers when you add a new file to a folder.
ActionWrite

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Discover other triggers and actions you can use with Cacheflow, Filter by Zapier, and more

Subscription Event
Triggers when a Subscription is created or updated.
Trigger
Instant
Try It
Transaction Event
Triggers when a transaction is created or updated.
Trigger
Instant
Try It
- Usage Quantity
  Required
- Billing Item ID
  Required
- Product ID
  Required
Action
Write
- Billing Schedule ID
  Required
Action
Search
- Product ID
  Required
Action
Search

- Subscription Id
  Required
Action
Search
- Customer ID
  Required
Action
Search

- Only continue if...
  Required
Action
Filter
Event
Triggers when a new event is performed (this is the activity stream).
Trigger
Polling
Try It
- Folder
Trigger
Polling
Try It
- File ID
  Required
- Template Key
  Required
- Metadata (JSON Object)
  Required
Action
Write
- Folder ID
  Required
- Access Level
- Expiration Date
Action
Write
- User ID
  Required
- Group ID
  Required
- Role
Action
Write
- Hub ID
  Required
- Question
  Required
Action
Write
- File_id
  Required
- Message
  Required
Action
Write
- User Name
  Required
- User Email
  Required
- Platform Access Only
- External App User ID
Action
Write
- Template Name
  Required
Action
Write
- Group ID
  Required
Action
Write
- Folder
  Required
- File
  Required
- Name
- Share this file?
Action
Write
- Template ID
  Required
Action
Write
- Template Name
  Required
Action
Write
- File ID
  Required
Action
Write
- File ID
  Required
Action
Write
- Folder
  Required
- Name of New File
  Required
- File Content
  Required
- Share this file?
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Folder Name
  Required
- Parent Folder
Action
Search
- Folder ID
  Required
Action
Search
- Marker
Action
Search
- Limit
- Marker
Action
Search
- Limit
- Marker
Action
Search

Proposal Event
Triggers when a proposal is created or updated.
Trigger
Instant
Try It
- Customer
- Proposal Name
  Required
- 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 ID
  Required
- Subscription Status
Action
Write
- Invoice ID
  Required
Action
Search
- Proposal ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Customer ID
  Required
Action
Search
New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Trigger
Polling
Try It
- Folder
  Required
- Share
Trigger
Polling
Try It
Task Assigned to You
Triggered when you are assigned a task.
Trigger
Polling
Try It
- File ID
  Required
- Access Level
- Expiration Date
Action
Write
- Email
  Required
- Folder
  Required
- Role
  Required
Action
Write
- File ID
  Required
- Question
  Required
Action
Write
- File ID
  Required
- Box AI Prompt
  Required
Action
Write
- Group Name
  Required
- Provisioned
- External Sync Identifier
Action
Write
- Template ID
  Required
Action
Write
- Folder ID
  Required
- Recursive
Action
Write
- User ID
  Required
- Force Delete
- Notify User
Action
Write
- Folder
- Name of New Folder
  Required
Action
Write
- Template ID
  Required
Action
Write
- File ID
  Required
Action
Write
- User ID
  Required
Action
Write
- File_id
  Required
- New Folder
  Required
- Action to Perform
Action
Write
- File_id
  Required
- Message
- Due_at
- Assign_to
Action
Write
- File Name
  Required
- Folder
- File_extensions
Action
Search
- File ID
  Required
Action
Search
- Folder ID
  Required
Action
Search
- Limit
- Marker
Action
Search
- Limit
- Marker
Action
Search

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.

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File Management & Storage

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About Cacheflow

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

HelpHelp

Related categories

Proposal & Invoice Management

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.

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Related categories

Developer Tools

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