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GoProposal + OneDrive

Upload files to OneDrive when proposals are won in GoProposal

Celebrate your new business deals by keeping all documents organized and accessible with this efficient workflow. When you win a proposal in GoProposal, this automation will instantly upload the related file to your OneDrive account. Stay organized and streamline your document management, so you can focus on delivering exceptional service to your clients.

Celebrate your new business deals by keeping all documents organized and accessible with this efficient workflow. When you win a proposal in GoProposal, this automation will instantly upload the related file to your OneDrive account. Stay organized and streamline your document management, so you can focus on delivering exceptional service to your clients.

  1. When this happens...
    GoProposalGoProposal
    Proposal Won

    Triggers when a proposal is won.

    TriggerInstant
  2. automatically 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

What does this mean?
  • GoProposal triggers, actions, and search

    Draft Proposal Created

    Triggers when a new draft proposal is created.

    Trigger
    Instant
    Try It
    • Folder

    Trigger
    Scheduled
    Try It
    • Info 1

    • Folder

    • Shared Folder

    • FileRequired

    • File Name

    Action
    Write
  • GoProposal triggers, actions, and search

    Proposal Created

    Triggers when a new live proposal is created.

    Trigger
    Instant
    Try It
    • Info 1

    • Folder

    • Include file object?

    Trigger
    Scheduled
    Try It
    • Info 1

    • Folder

    • Include Folders

    • Allow External Drives

    Trigger
    Scheduled
    Try It
    • Info 1

    • Folder

    • Shared Folder

    • NameRequired

    Action
    Write
goproposal logo
goproposal logo

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.
Learn more

Related categories

  • Proposal & Invoice Management
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