OneDrive + Proposify
Upload files to OneDrive when new proposals are sent in Proposify
Enhance your efficiency with this seamless workflow between Proposify and OneDrive. When you send out a proposal via Proposify, it will directly result in the file being uploaded to your chosen location in OneDrive. Keep your important documents organized and accessible, saving you time and enabling a more streamlined document management process.
Enhance your efficiency with this seamless workflow between Proposify and OneDrive. When you send out a proposal via Proposify, it will directly result in the file being uploaded to your chosen location in OneDrive. Keep your important documents organized and accessible, saving you time and enabling a more streamlined document management process.
- When this happens...Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
- 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
