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.

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!
ActionWrite

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More things you can do with these apps

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
- Folder
Trigger
Polling
Try It
- File or Folder to Copy
- Destination Folder
- New Name
- Conflict Behavior
- Copy Children Only
- Include Version History
Action
Write
- Copy
- Folder
- File
  Required
- Export format
  Required
Action
Write
- Folder
- Folder Name
  Required
Action
Write
- File or Folder
  Required
- Email Address
- Permission ID
Action
Write
- File or Folder
- Recipients
  Required
- Permission Level
  Required
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
Action
Write
- Folder
- File Name
  Required
- Text Content
  Required
Action
Write
- Drive ID
  Required
Action
Search
- File ID
  Required
Action
Search
- Copy
- Search Query
  Required
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
- Folder
Trigger
Polling
Try It
- Folder
Trigger
Polling
Try It
- File or Folder
  Required
Action
Write
- Folder
- File
  Required
- File Name
Action
Write
- Copy
- File or Folder
  Required
- Destination Folder
- New Name
Action
Write
- Browse to Folder
- File to Replace
  Required
- File
  Required
- New Name
Action
Write
- File or Folder
- Link Type
  Required
- Link Scope
- Expiration Date
- Retain Inherited Permissions
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy
- Search Query
  Required
Action
Search
- KQL Query
  Required
Action
Search
- File or Folder
  Required
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 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.

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Related categories

File Management & Storage

Microsoft

Similar apps

Dropbox

File Management & Storage

Google Drive

File Management & Storage, Google

Box

File Management & Storage

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

Zapier