Ignition + Microsoft SharePoint

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.

  1. When this happens...
    IgnitionIgnition
    Proposal Accepted

    Triggers when a proposal is accepted.

    TriggerInstant
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    Upload a File

    Uploads a file.

    ActionWrite
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Supported triggers and actions

  • Ignition triggers, actions, and search

    Proposal Archived

    Triggers when a proposal is archived. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Marked as Lost

    Triggers when a proposal is marked as lost. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Revoked

    Triggers when a proposal is revoked. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Classic Proposal State Changed

    Triggers when a proposal's state changes. Only works with Classic proposals.

    Trigger
    Instant
    Try It
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ignition logo

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.
Learn more

Related categories

  • Proposal & Invoice Management

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sharepoint logo

About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Related categories

  • Microsoft
  • Team Collaboration