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.
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 Accepted
Triggers when a proposal is accepted.
- automatically do this!Upload a File
Uploads a file.
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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