Automate Email Notifications to your Internal Team when a File is uploaded in HubSpot

in this tutorial, you'll learn how to notify your team by generating links for files uploaded to hubspot using the hubspot cloudfiles integration we'll guide you through each step to ensure your files are uploaded and shared with your team, making it easier to manage and track the distribution of important assets within your team what to expect by the end of this tutorial, you will know how to generate secure links for files uploaded to hubspot have a clear process for notifying team members when files are shared the gif below shows the expected output if you have a basic grasp of these concepts, you can expect to finish the tutorial in under 5 minutes 1 pre requisites before you start with the set up, please ensure you have installed cloudfiles and connected it to your cloud storage of choice install cloudfiles in hubspot cloudfiles is available on the app marketplace and can be installed using the standard app installation process check out installation guide for cloudfiles hubspot integration https //help cloudfiles io/hubspot/installation guide for cloudfiles hubspot integration connect your storage login to your external storage of choice such as google drive, sharepoint etc through the cloudfiles interface this will give you instant access to your external files within hubspot the gif below shows the steps quickly check out quick start for file connector in hubspot https //help cloudfiles io/hubspot/quick start for file connector in hubspot for more information connect automation user for storage in addition to installing cloudfiles in hubspot, you also need to set an automation user for the workflow to work this is the integration user that will be used by the workflow actions to pass files into the cloud storage to connect an automation user, simply head over to app cloudfiles io http //app cloudfiles io/ > settings > integrations > google drive and login through your google account what is an 'automation user' and how does it work? https //help cloudfiles io/webapp/what is an automation user and how does it work this article explains everything you need to know about the automation user, including what it is, why it's useful, and how it operates after connecting the desired storage, we will proceed to create deal based workflow which will be triggered when a file is attached to the cloudfiles connected folder widget of the particular deal record here’s how our final workflow looks like we will detail these elements in the sections below 2 create deal based workflow create a new deal based workflow and set the trigger to activate when the number of resources attached to the cloudfiles connected folder widget is greater than or equal to one we've utilized the cloudfiles properties, 'number of resources attached,' so that the workflow is triggered whenever a file is attached to a specific deal record 3 fetch the attachment details of the file with the 'get attachment details' action the get attachment details action docid\ lhksgxm3wipb9fyipisvj retrieves information about attachments, which can then be used for process automation an attachment links a file, folder, or dataroom to a hubspot record, and this link appears on the cloudfiles connected folder widget in the middle of the hubspot record to use the “get attachment details” action, click the add button and search for ‘get attachment details ’ after adding the action, you will need to fill in only one parameter attachments to fetch this is a selector to specify if only the latest attachment's details needs to be fetched or if details of all attachments need to be fetched for a detailed description of the get attachment details action, refer to the get attachment details action docid\ lhksgxm3wipb9fyipisvj detailed guide here’s how our final get attachment details action looks like 4 create a shareable link for the file using the ‘share attachment’ action the share attachment https //help cloudfiles io/hubspot/share attachment action action allows you to share attachments through hubspot workflows this process is similar to manually creating a sharing link for a file, folder, or dataroom from a hubspot record to use this action, click the add button and search for ‘share attachment ’ this action requires only one parameter attachment to be shared , which can be obtained from the return value of the previous get attachment details action, labelled ‘new attachment id ’ here’s how our final share attachment action looks like 5 set the sharing link to deal property using the ‘edit record’ action in this step, we will set the link created in the previous step into a deal property first, create a single line text property in the hubspot deal settings; we’ll call it ‘shareable link ’ we will use the edit record action to transfer the shared link to this property for the 'property to set' parameter, choose the property you created and then set the custom property to the url output derived from the share attachment the gif below illustrates how to configure the edit record action 6 email the deal owner the link via hubspot's 'send internal email notification' action send an internal email to specific users, teams, or owners this email notification offers rich text formatting options similar to other hubspot editors you can customize the text, add images, and use workflow specific tokens i selected the deal owner under the "send to existing owners" parameter and included the "shareable link" property we created earlier in the body, along with the message here's an example of how the completed send internal email notification action should look 7 test the workflow to test the workflow, create a new deal or open an existing deal record in the cloudfiles connected folder widget in the middle, attach a specific file, then wait a minute for the workflow to execute refresh the page, and if you set yourself as the deal owner, you will receive the link to the attached file in your email the gif below provides a visual guide for these steps