Welcome to this lesson on how to manually trigger a flow that uploads a file from SharePoint to CPQ using an HTTP POST request. This method serves as an introductory guide on sending files to Tacton CPQ. By following these steps, you will gain a better understanding of how to seamlessly transfer files between platforms, enhancing your workflow efficiency. This process is essential for streamlining data management and ensuring accurate information exchange within your CPQ system.

To begin, you will need to set up a flow within Power Automate that triggers the file upload process. Start by creating a new flow and selecting the SharePoint trigger for when a file is created or modified. This trigger will initiate the flow whenever a new file is added or updated in your SharePoint library. Next, add an HTTP action to send a POST request to the Tacton CPQ API endpoint, including the necessary authentication and file data in the request body. This step establishes a direct connection between SharePoint and CPQ, facilitating the seamless transfer of files.

Once the flow is configured, you can manually trigger it to upload a specific file from SharePoint to CPQ. Simply select the file you want to send, initiate the flow, and monitor the progress as the file is transferred to your CPQ system. By mastering this process, you will have the ability to efficiently manage file transfers and ensure that all relevant data is seamlessly integrated into your CPQ workflow. This hands-on experience will equip you with valuable skills that can be applied to various file transfer scenarios within your organization.