All CloudFiles Properties

in this article, we have explained the five cloudfiles properties that automatically track and update important information about file uploads, views, and attachments each one of them updates automatically based on user actions and can be used in workflows to assist with internal processes 1 last received file request name about this property reflects the name of the most recent file request block in which the file was uploaded in the dataroom it updates automatically when a client uploads a file through a file request block of a dataroom linked to a hubspot record use case for example, this property can be used when a new file is uploaded via a specific file request block in the dataroom, a workflow can be triggered using this property to update the associated record's status, notify the responsible team member, and log the file for tracking purposes 2\ last viewed resource about this indicates the most recently accessed file, folder, or dataroom linked to a hubspot record it updates each time a user views a resource through a cloudfiles link use case for example, set up a workflow that activates when a contact views a shared resource this can automatically update the contact's engagement score, move them to a targeted list for follow up, or send a personalised email based on the specific resource viewed 3\ number of files received about this property counts the total number of files uploaded via file request blocks of the dataroom links associated with a hubspot record it increments with each successful file upload and can be viewed on the left hand side of the relevant hubspot record use case for example, create a workflow that monitors the number of files received in a dataroom attached to a particular company or deal once a predefined threshold is met (e g , all required documents are submitted), the workflow can progress the deal to the next stage and assign tasks to team members 4\ number of resources attached about this denotes the total number of files, folders, or datarooms linked to a specific hubspot record using cloudfiles it updates whenever a new resource is attached however, the number does not decrease when the attachment is removed from the record use case for example, one can design a workflow that triggers when new resources are attached to a record this can prompt internal notifications, or initiate subsequent actions such as sharing the resources with stakeholders or updating documentation 5\ total views about this metric shows the cumulative number of times all cloudfiles resources linked to a hubspot record have been viewed it increases with each view, including multiple views by the same user, and can be found in the analytics section of the cloudfiles widget on the record use case for example, establish a workflow that triggers when the total number of views on a document surpasses a certain view count, which can then alert the sales team to increased interest, prompting timely follow ups or tailored outreach strategies thus, these properties track basic file and resource activity within hubspot they can be used with workflows to automate common tasks and keep records up to date based on actions like file uploads and views