OneDrive + Proposify
Upload files to OneDrive when new proposals are won in Proposify
When a proposal is won in Proposify, immediately save yourself time and streamline your operations by having the associated file uploaded straight to OneDrive. This workflow ensures that your successful proposals are efficiently stored and organized in your OneDrive, providing an effective solution to manual file management and allowing you to focus on client satisfaction and project execution.
When a proposal is won in Proposify, immediately save yourself time and streamline your operations by having the associated file uploaded straight to OneDrive. This workflow ensures that your successful proposals are efficiently stored and organized in your OneDrive, providing an effective solution to manual file management and allowing you to focus on client satisfaction and project execution.
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Upload File
Upload an existing file or attachment not bigger than 60 MB.
- Free forever for core features
- 14 day trial for premium features & apps
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
