Upload files to Microsoft SharePoint when new proposals are accepted in Ignition
Streamline your document management process with this simple automation. When a proposal is accepted in Ignition, this workflow will instantly upload a file to your Microsoft SharePoint. This efficient process ensures key documents are available for team access in SharePoint immediately following proposal approval, saving time and enhancing collaboration.
- When this happens...Proposal AcceptedTriggers when a proposal is accepted.
- automatically do this!Upload FileUploads a file to document library.
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More things you can do with Ignition and Microsoft SharePoint
Discover other triggers and actions you can use with Ignition and Microsoft SharePoint
- Proposal Accepted
Triggers when a proposal is accepted.
Try ItTriggerInstant - Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItTriggerInstant - Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItTriggerInstant - Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Try ItTriggerInstant
- Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItTriggerInstant - Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItTriggerInstant - Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItTriggerInstant - Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals.
Try ItTriggerInstant






