Upload files to OneDrive when proposals are accepted in Ignition
When a proposal is accepted in Ignition, this workflow seamlessly uploads the related files to your OneDrive account, making it easy to access and organize the files. With this automation, you no longer need to manually transfer documents or risk overlooking important details, ensuring a smoother and efficient collaboration process.
When a proposal is accepted in Ignition, this workflow seamlessly uploads the related files to your OneDrive account, making it easy to access and organize the files. With this automation, you no longer need to manually transfer documents or risk overlooking important details, ensuring a smoother and efficient collaboration process.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Upload File
Upload an existing file or attachment not bigger than 60 MB.
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Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItProposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItProposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Try It
Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItProposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItProposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItClassic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals
Try It