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.

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 FileSearch 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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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
Shared Folders
Triggers when a shared folder is added.
Trigger
Polling
Try It
- Space
- Folder
  Required
- File
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It
- Space
- File
  Required
- New Location
  Required
Action
Write
- Space
- File Path
  Required
- Important Information
Action
Write
- Space
- Folder
  Required
- Folder Name
  Required
Action
Write
- Space
- File
  Required
- New Location
  Required
Action
Write
- Space
- Folder
  Required
- File Name
  Required
- File Content
  Required
- Include sharing link?
Action
Write
- Space
- Path
  Required
- Requested Visibility
- Link Password
- Expires At
Action
Write
- Space
- Shared Link URL
  Required
- Set or Remove Expiration
  Required
Action
Write
- Space
- Shared Link URL
  Required
- Audience
- Access
Action
Write
- Space
- Search query
  Required
- Search path
- Order by
- File status
- Search filenames only
- File extensions
- File categories
Action
Search
- Space
- Folder
  Required
- Include files in subfolders?
- File Name
  Required
- Include Deleted Files?
- Include file contents?
- Include sharing link?
Action
Search
- Space
- Path
- Direct links only
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
- Space
- Folder
  Required
- Include files in subfolders?
- Include sharing link?
Trigger
Polling
Try It
- Space
- Folder
  Required
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It
- Space
- Shared Folder
  Required
- Member Email Addresses
  Required
- Access Level
  Required
- Notify Members?
  Required
Action
Write
- Space
- Title
  Required
- Destination Folder
  Required
- Description
- Deadline
- Open for Uploads
Action
Write
- Space
- Folder Path
  Required
- Important Information
Action
Write
- Space
- Folder
  Required
- File
  Required
- Overwrite
- Specify File Name
- Specify File Extension
- Include sharing link?
Action
Write
- Space
- Folder
  Required
- File Name
  Required
- File Content
  Required
- Overwrite
- Include sharing link?
Action
Write
- Space
- File
  Required
- New Name
  Required
Action
Write
- Space
- Shared Link URL
  Required
- Allow Downloading With Shared Link?
  Required
Action
Write
- Space
- Shared Link URL
  Required
- Set or Remove Password
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Space
- Folder
  Required
- Include files in subfolders?
- Folder Name
  Required
- Include Deleted Folders?
- Include sharing link?
Action
Search
- Space
- Folder
  Required
- Search Term
  Required
- Include file contents?
- Include sharing link?
Action
Search
- Space
- Folder
  Required
- Include contents of subfolders?
- Include deleted files and folders?
- Include media info?
- Include sharing link?
Action
Search

About Cacheflow

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

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Related categories

Proposal & Invoice Management

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.

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Related categories

File Management & Storage

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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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Developer Tools

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